The Top 20 Marketing Kitbag Essentials

The Financial Adviser Coach

by Tony Vidler

It would be fair to say that the majority of people in professional services are not marketing specialists.  Usually great technicians and specialist advisers, often great at selling and relationship management at an individual level.  Not so great at getting the marketing going though….

Whenever I talk at workshops or conferences about marketing, client engagement and building the professional services brand the question that invariably arises is “what do I need to have in my marketing mix?”

That could potentially be a very very long list, but here are the Marketing Kitbag Essentials:

  1.   A defined target market and client profile
  2.   A succinct Value Proposition & a Positioning Statement
  3.   Consistent brand imagery and logo’s
  4.   Your own name domain (e.g. billsmith.com) – even if you aren’t sure where you will use it yet
  5.   Professional Business Card
  6.   Professional letterhead stationery
  7.   A…

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