Financial product sales strategies
What's in this course?
In this course, you will learn the 5 most effective marketing & sales strategies for financial services
> Strategy #1: Customer Outreach. Why does it work? Customer outreach may seem like a largely philanthropic use of budget, but it works to build awareness, customer loyalty, and interest in products and services. Is quite simply the concept of reaching out to customers to fill existing needs surrounding education, awareness, and help. For a single advisor, this means marketing actions like free consultations and webinars, but there are some more that you will learn about in this course.
> Strategy #2: Self-Service and Digitization. Setting up and promoting digitized financial products and customer service or experience portals that enable customers to sign up for services online, change products and services online, and view their information without going into a branch is an effective and increasingly necessary trend for financial organizations. Making yourself and your services available online is a great way to reach new customers and in this course, you will learn techniques to do so.
> Strategy #3: Social Media. Your smart and consistent use of one or more social media platforms is a valuable financial marketing strategy that you cannot afford to ignore. Millennials, Generation Z, and even Baby Boomers use social media platforms to connect with brands, learn from peers, and follow current events and news. In this course, we will teach you how to reach a potential audience of customers in social media with techniques to develop your personal brand.
> Strategy #4: Automation and Data. The power of data and automation is not reserved only for big-scale companies. As an advisor, you can benefit from setting up automation funnels to care for your current or potential clients and collect data from their interactions with you to make more informed decisions in the future. In this course, you will learn the tools and platforms available to multiply your touchpoints with your clients and leads without multiplying your workload.
> Strategy #5: Digital Storytelling and inbound marketing. Here, your goal is to create relatable and shareable content which can educate, entertain, or help the reader in some way – and hopefully manage all three at once. Here you will learn how to create your story online and how to push it through the digital channels you choose to work with.
Learn the 5 Most Effective Marketing Strategies for Financial Services:
- Customer Outreach
- Self-Service and Digitization
- Social Media
- Automation and Big-Data
- Digital Storytelling