Hortz: What are the components of your Digital Marketing Platform and what part does each play in engaging the client or prospect?
Acree: Our digital marketing platform includes a personalized, branded digital magazine that is emailed to clients every month, a local events email newsletter with the highest quality local and virtual events, and a library of social media posts that are personalized with your contact information and lead form.
The problem with most social media and email marketing is it is either not very high quality, too much work to manage, or it is too inconsistent. We take all of that on for our clients. We create the content, we design the emails and social media posts, and we send it for our clients on the schedule they select. It’s a digital marketing platform that is completely automated and curated without having to sacrifice the quality for a reasonable monthly price.
Hortz: How exactly do you determine and handpick the local content, companies, and events to target specific customers?
Stike: Local events are collected from event providers like EventBrite and Facebook, among hundreds of others. Each event is run through an algorithm that predicts the highest quality and most relevant events. We then have a local presence in hundreds of markets across the country hand-selecting the best of the best—the local gems. Low quality pictures are replaced with high quality options, copy is reviewed for accuracy, and events are rejected that do not meet the standards.
Hortz: How exactly does an automated, integrated, digital approach help an advisor or agent out-position their competitors?
Acree: Since, according to Accenture’s research, a large majority (77%) of CEOs said they will be fundamentally changing how their companies interact with customers and prospects as a priority to drive business growth, it becomes imperative that we all up our marketing and engagement strategies.
To stand out from your competitors, we believe that your marketing has to be F.I.T., meaning it has to connect FREQUENTLY with your clients, it has to deliver IMPACT so you stand out from all of the other marketing everybody sees, and it has to brand YOU as the advisor your clients can TRUST. With up to 66 elegant, automated, touch points, you will hit all three of these with our digital marketing platform.
We invite you with this link to explore a sample of our client engagement magazine or see a demo of the digital platform we discussed above.
The Institute for Innovation Development is an educational and business development catalyst for growth-oriented financial advisors and financial services firms determined to lead their businesses in an operating environment of accelerating business and cultural change. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their next-generation growth, differentiation, and unique client/community engagement strategies. The institute was launched with the support and foresight of our founding sponsors—Pershing, NASDAQ, Ultimus Fund Solutions, Fidelity, Voya Financial, and Charter Financial Publishing (publisher of Financial Advisor magazine).