SJP offers each partner the opportunity to nurture their own brand, reflecting the tailored service offered to their clients. A strong marketing brand does help to grow a business. Creating a financial services marketing brand from a standing start takes time and money. The SJP marketing support is one of the attractions for financial advisers wanting to set up for themselves.
The SJP marketing support includes branded client collateral and a contemporary website design. The website is adaptable enough to reflect practice-specific values. Furthermore the website is stocked with pre-approved content drawn from a wide range of financial planning subject areas. The support also includes the ability to communicate regularly with clients, to further relationships and to broaden the service offering, (if appropriate). This is all valuable, necessary and worthwhile, but an element is missing.
Communicating with your target market
Advisers don’t have much leverage over when someone is ready to talk about financial planning. There are ‘trigger’ events like the birth of a child which cause people to take action. Marketing campaigns include trigger activities which revolve around birth, marriage and death.
From a marketing perspective your SJP practice needs to be visible all of the time, for the one time someone is looking for what you have to offer. In simple terms, the marketing wheel in your business needs to keep turning. Do you have the time, expertise or commitment to make that happen consistently? What about the opportunity cost? While you’re sat in front of a laptop crafting engaging marketing messages, another adviser is sat in front of a potential new client.
“Only do the things that only you can do”
An SJP Practice on why they outsource their digital marketing to us
At the very least, it makes sense to understand if and how outsourcing marketing might help you and your business to grow. Separately, we’ve written a piece on Five Good Reasons a Financial Adviser should Outsource Marketing.