So much time, energy and money can be spent simply getting in front of prospects as you work to grow your business. With that kind of initial investment, a face-to-face meeting with a potential client is a true make or break situation. At this point, you need to be sure that you’re differentiating yourself from other agents and advisors with whom they might be considering doing business.
These initial meetings provide the perfect opportunity for you to showcase your personality, get to know the potential client better and begin developing a rapport that positions you as a trusted financial resource. However, a meeting can only last so long, and you don’t want to spend precious minutes blathering on about non-useful information. So how do you get those important details across to your unfamiliar audience? What happens when the meeting is over, and what kind of impression are you leaving when you walk out the door? More importantly, what materials, if any, are you leaving behind?
Quality marketing pieces, flyers, brochures and other items can provide these potential clients with a valuable refresher of your conversation and the services you provide long after you’ve left the building. It’s important that these resources brand your business consistently and help establish top-of-mind awareness. Once you’ve turned prospects into clients, it’s imperative that you continue reaching out to them to maintain your relationship, and then continue to enhance it.
Sounds simple enough, right?
We know that it can be both time-consuming and expensive to create professional-looking, compliance-approved marketing materials. That’s why we’ve developed the Web-to-Print portion of the Dynamic Marketing Portal. It provides 24/7 access to selecting, customizing and ordering a number of marketing pieces that you can leave behind after meeting with prospects, send in the mail as a reminder of your services, or share with clients regarding strategies and solutions you’ve discussed.
Don’t spend another day getting left behind by the competition. Start building your brand and maximizing your marketing investment today with solid sales materials.