The “recency effect” is a psychological phenomena; meaning, people tend to remember more recent information while older information is suppressed. This is true even when it comes to your marketing. The world of investment marketing is very competitive and your customers are bombarded with information from “no load” mutual funds, discount brokers, insurance firms, national firms like Merrill Lynch and even your local competitors.
After reading a great article from Jodi Gabourie entitled “Follow-Up Marketing is Crucial”, I was impressed by her list of 9 reasons why follow up is such an important part of your marketing strategy. The number 1 reason cited is relationship building; meaning if you are not staying in front of your clients, someone else is. Countless articles have been written about the cost effectiveness of servicing existing clients over obtaining new clients.
We can help you put together a communication or marketing plan that will help you stay in front of your clients. Whether you have a staff of one or two hundred, we can do some or all the marketing for you. We will help design marketing and communication materials including: monthly email blasts, quarterly newsletters and timely educational pieces to keep you at the forefront of your client’s minds. We will arrange monthly mailings and can even make regularly scheduled phone calls on your behalf. Hey, we can even help you plan and execute your next client appreciation event.
Don’t forget to subscribe to our FREE newsletter “Outside the Box”. This coming newsletter will be full of great ideas for you to help market yourself and stay in front of your customers.
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