Written By: Karen Deis
I was at a party a few weeks ago and asked a financial planner friend what he does to promote and advertise his business.
He pontificated on how his business is based on referrals and that his sole marketing tactic is to give a free financial planning gift certificate to his current clients—to be passed on to a family member or a friend.
“How’s that working for you?” I asked?
“Not as well as I hoped. It seems that if my clients give a free financial planning certificate to one of their friends (or family) and I follow up with them, they appreciate the thought, but can’t figure out why their friend seems to think they need financial planning.”
“What if I could show you how to use the financial planning certificate effectively and have more business than you ever thought possible?”
“I’m all ears…”
Read the article on how to present this old concept, with a new twist, to financial planners—and how the Client Newsletter in this issue can help them increase their business. (See Client Newsletter – The Gift That Keeps On Giving article)
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