In this unique live Google Hangout, I had the opportunity to interview Ford Stokes, the Chief Marketing Officer at The Impact Partnership (the fastest growing FMO in the annuity arena by a landslide) how he is helping financial professionals have cataclysmic marketing and sales breakthroughs.
In fact, Ford and his marketing team at Impact have a proven multi-step process that essentially guarantees that financial advisors can attain huge sales breakthroughs (as long as you are coachable and open to new marketing ideas).
Fortunately for you, I was able to get Ford talking about all of the custom marketing packages and tactics that they are using with their financial advisor clients. Interesting enough, everything starts with your brand. Your logo, image, fonts, colors, domain name, etc are the foundation of your business and Ford’s team believes that this area is where many financial professionals do a bad job. Many seemed more interested in spending money on leads or seminars right out of the gates and completely neglect their brand and image…and then wonder why they aren’t getting referrals or having breakthrough years. It would be like building a huge, beautiful home as quick as possible and skipping the laying of the foundation because you wanted to get in quicker. Just doesn’t make sense.
Ford also discussed their in-house direct mail system that uses the “Purple Cow” theory of using mailing pieces that stand out and get noticed in people’s mailboxes. And it must be working, as Impact actually gives a guarantee on how much their mail will convert!
We also discussed 3rd party credibility, how it relates to referrals, and how to best use it in a financial practice. Moreover, we talked about client appreciation events, taking seminars online (in video format), using radio in a financial practice, and exactly what “client advisory boards” are.
Check out the full interview above for all of the fine details!