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August 2010
 
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Marketing Campaigns:
Campaign Criteria
  
You don't need to be a marketing expert to run a successful campaign:
 1000's are now doing it!   
 
Many people who have attended one of Mike's sessions have walked away with marketing ideas that they have put into action and are reaping the rewards.
 
Before designing anything, FORGET that you are in the financial services industry. Try to think like your clients! Imagine yourself, as a client, opening a particular marketing piece. With that in mind,
ask yourself these four questions:  
  • Does the information establish you as a credible source in the eyes of your clients and prospects?
  • Is it going to differentiate you from everyone else?    
  • Does it have high impact? 
  • Does it have a long shelf life?
The result of your efforts should fall into these four revenue generating areas. As a revenue generating business, you need to:

1) Attract additional assets / insurance sales
2) Generate quality referrals
3) Improve your client retention
4) Demonstrate your value proposition to clients and prospects
 
If you do not achieve a result in one or more of these areas, your time, effort and marketing resources will be wasted. 
 
 
 
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The Real Deal:  
This month we share! 
 
Try this Retirement Business Card
 Marketing Campaign  
 
 
This marketing campaign generates huge results in each of the 4 marketing campaign criteria.
The Retirement Business Card is a business card that celebrates a client's retirement.

For most people business cards are a way to share their contact information. The next time that you have a client retiring, buy them a box of retirement business cards. 
Include their name and their new title:"Retiree," as well as a few of their new duties on the card such as: "No Meetings - No Deadlines - No Boss - No Worries". 
Add a simple tagline on the bottom of the card such as,      "Planned Ahead" or "Available 24/7 for fun."  
 
Add  all of their contact information: home phone or cell number,
e-mail address, facebook or twitter address.  Add a picture of them enjoying their favorite leisure activity such as golfing or fishing.
 
Going back to our criteria for an effective marketing campaign that will generate huge results; how does this campaign stack up?
  • This campaign has very high impact: your clients will delight in their new business cards emphasizing their new lifestyle.   
  • A long shelf life: your clients will hand out their business cards until they are all gone. You will likely get requests for more! 
  • Differentiating you from others: this is a retirement gift that will stand out from the rest! Your name will be top of mind every time they share their business card, as well your name will be shared with their friends time and time again.
  • Establish you as a credible source: in the eyes of your client and those whom he shares this unique business card, you will be an advisor with whom everyone wants to do business.

You can purchase a box of 250 cards for as little as $20, from most office supply stores.

 
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Issue 1
 
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Mike Video 
Mike Morrow CFP, shares his innovative ideas at Million Dollar Round Table,
 
2010 ~ Taiwan
 
 
 
 
 
 

MDRT mag cover image

 
 
 
 

What people are saying: 

 
 "If you are not yet good at sales, Mike will make you good. If you are good, he will make you better." 
 
Don Connelly
Camp Connelly
 
 
 
To find out how Mike won The National Best Marketing Idea Contest and to learn how to use his grand prize winning ideas ~  
bring Mike to your next event: 
 
  In a 60 minute session Mike will deliver more than 30 innovative ideas just like the one featured this month.  Mike will deliver marketing campaigns that work -
 
Book Mike for your next event!
  Keynotes and Workshops 
 
 
michael@ideasforadvisors.com (807) 684-1805  toll free (877) 684-1805
  
 

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