Marketing Notes, Week Ending 11/2

Marketing notes from the week:

• Client A: Discussed continuing to push the message around the lack of financial flexibility, discussed client onboarding/process, long-term investment consistency, and evolving marketing strategies, along with personal and industry updates.
  
  Also with Client A we tackled financial adaptability within a clients portfolio, the importance of second opinions, long-term investment focus, and client acquisition via social media.

• Client B: Discussed business and marketing strategies, growing social media, reframing the new newsletter - introducing a new style, and tackling generational wealth transfer and small business owner challenges.

• With Client C, discussed future firm options, long-term b/d plans and fit, discussing compliance ease/difficulty for marketing content, and addressed alignment concerns.

• Reviewed Client D’s outbound marketing, newsletter analytics/success, content strategy (including Q&A format?), and discussed the importance of early financial planning and transparent client communication.
  
  Helped Client D prioritize asset rollovers discussions, streamline content creation, and balance quality with consistency, while exploring task delegation and ideal newsletter timing.

• Brainstormed content creation with Client E, emphasizing video/LinkedIn/Instagram schedules, consistent email marketing, and strategies for timely, search-optimized content.

• Explored client testimonials with Client F; how to use, ask for, where to display? Also discussed future branding ideas and trimming a lengthy newsletter that’s become more of a chore than a value-add.

• Client G: “What I’m doing hasn’t worked. Feel like I’ve been spinning my wheels, wasting money, wasting time.” We outlined what the first 30, 60, 90-days will look like as a new client and based on target audience, where we’ll focus, mediums & platforms.

I hope you all have a great week.

Corey