Marketing Series #3 - Michael Back
Channel: Ensombl Advice Australia
Date: 2019-03-14

Are you a Financial Advisor who needs to implement a marketing strategy from scratch? Have you dabbled in the marketing game across different social platforms, but not sure if you’re seeing results? 

Would you want to know THE magic formula to creating the ultimate marketing strategy for yourself or your Financial Advice business? 

Well, we hate to be the bearer of bad news but unfortunately there is no magic formula or cookie cutter approach to nailing the marketing game as an advisor (sorry!). However there ARE several strategies you can use to determine the  kind of marketing approach best suited to yourself or your business, and it all starts with delivering a great…. client experience.

Michael Back (LinkedIn:/michaeljback) is the business coach, customer experience and marketing expert for Financial Services. His company Human to Human (https://www.humantohuman.business) works closely with advice businesses helping them create a win-win-win situation, which includes an aligned team, happy clients and a thriving business.
 
There are so many nuggets of marketing gold shared in this episode, here are just a few highlights:

7:05 – The power of podcasting and getting your message in front of the right person at the right time

15:40 – Digital marketing vs human marketing. Do marketing cycles exist? Have we come full circle?

20:50 -  Why business owners are getting distracted by ‘shiny marketing objects’ and how to avoid the scatter gun approach

30:35 -  How long should you test a marketing strategy before analysing if there is a valuable ROI?

36:40 -  What are the biggest problems you’re seeing advisors facing in the client experience phase?

46:45 – What is the best way for growing businesses to attract new and sticky clients?


Show Notes:

Human to Human - https://www.humantohuman.business

Screw Work, Let’s Play Book by John Williams - bit.ly/screwworkletsplay

The Psychology of Persuasion book by Robert B. Cialdini - bit.ly/psychologypersuasion

XY Adviser Online Training Platform - https://www.xyadviser.com

General Disclaimer - https://www.xyadviser.com/disclaimer/ 

This podcast is brought to you by HUB24 (http://jo.my/hub24), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.

They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.