Peer Into the Minds of Your Prospects
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AdvisorDeck has released tools to gain insight into how your prospects are engaging with your marketing efforts. These slides from our webinar cover: - The types of data that AdvisorDeck tracks on behalf of your prospects - Where you can find this essential data - How to use this data to inform conversations with prospects - How this data can be used as a reference point during client meetings For more information about our product and how our online marketing suite of tools can help financial professionals market themselves online, stop by our website here: http://getadvisordeck.com/feature-list/
Transcript of Peer Into the Minds of Your Prospects
Christine Luc Marketing Specialist January 30, 2013
We Merge
Marketing tech
Engaging content
Compliance
Expert guidance
Ease of use
Who We Are
San Francisco, California
Leadership & backing
Christine Marketing Specialist
Cameron Co-Founder
Wade Dokken • Co-Founder,
WealthVest Marketing • Fmr. CEO American
Skandia
Lincoln Collins • Co-Founder,
WealthVest Marketing • Fmr. CEO The
Hartford Europe • Fmr. COO American
Skandia
That’s enough about us. What about your prospects? Who are they?
Your prospects are people.
People are curious.
Your prospects are curious about you.
Encourage curiosity. Create content that prospects will want to view.
Tailor your content to different demographics who are interested in
certain types of information.
Learn more about prospects based on what they’re viewing.
With AdvisorDeck, you can find out how prospects are interacting with you.
AdvisorDeck helps you learn about how prospects are interested in what you
have to offer.
By learning how prospects are engaging with your website, you can start a conversation on the right foot.
Find out how prospects are engaging with your website and your email
marketing efforts.
What else can you examine to get some perspective on prospects?
POLL
Strategy for offering prospects the chance to engage with you: • Think about the questions that prospects ask you before deciding to work with you. • Create posts, articles, videos or other media that answers these questions. Post these online for prospects. • See what prospects view. What kind of story is behind these clues? • Reach out to them and start a conversation related to the story you see.
How to talk to current clients using this background information:
• Connect with clients and build on that relationship. Ask about you can help them fulfill their needs and if their needs have changed over time. Use this information to see opportunities to reconnect. • If clients are engaging with your online marketing efforts, this could be a sign they’re hoping that you would reach out to them.
Takeaways: • Create opportunities for prospects online to read more about you and how you can help them
- Analyze the activity happening
- Decide how to reach out and engage - Follow up via email or phone
- Use this information as opportunities to add a personal touch and move forward
- Save time by focusing on people who engage with your online marketing frequently
QUESTIONS
Getting Started • Go to advisordeck.com and create a new account • Follow the guided setup process
• Support and best practices • Questions? [email protected]
