The Secret to Successful Financial Services Marketing
As a female founder in financial services, you have a lot on your plate. From navigating complex regulations, staying ahead of industry trends, wearing all the hats in your business, and trying to maintain a family life – it can be overwhelming.
I’m on a mission to help female founders, like you, by taking the ‘wtf’ out of marketing, so you can make more money and help even more women. I’m not here to gatekeep my knowledge so let me share the secrets to achieving your business goals. You need:
1. a sustainable strategy in place.
2. to add more of your magic to your marketing.
3. connection and collaboration to spark your creativity.
In this blog, I’ll guide you through the common marketing challenges my clients in the financial services industry are facing. Then we’ll explore simple solutions you can put in place now to transform your marketing so you can bring in sales – the easy way.
Marketing challenges my clients face on the daily
When my clients first come to me, they’re often overwhelmed and burnt out by the scale of the task in front of them. Marketing their business feels like a chore and a burden because they’re producing content to stay visible, but they have no idea what it’s bringing to their business. When they don’t see results they get frustrated and disheartened. And when you’re feeling that way, it’s hard (if not dam near impossible) to show up online as the best version of yourself and promote your amazing business.
Most clients think the solution to this problem is to get organised and they want planning tools to support them. While planning tools will help, this isn’t the solution.
What they need is a strategy that helps them understand their:
· Marketing foundations
· Goals
· Ideal clients
· Competitors
· Content, and
· Sustainable actions
Why you need a strategy and not just a content plan.
The reason my clients are overwhelmed isn’t a lack of organisation, it’s a lack of clarity and confidence. They’re experts at what they do but they don’t know how to use their marketing to showcase that.
Creating a strategy will not only help you nail your messaging and uncover more of your magic, but it will also give you the confidence to create content that’s compelling, attracts your ideal customer and – maybe most importantly – is aligned with your goals so you know what it’s delivering for your business.
And that’s not just for your social media, you can use these insights in all your marketing materials, from your website to your emails, even your customer facing documents. Because consistency is key in marketing.
Why you are the magic in your business
As I said, my clients are experts and their clients know this, value it and will shout about them from the rooftop. But they’re trapped behind a bland, corporate brand that isn’t doing anything to show potential new clients just how amazing they are. As financial advisers, brokers, or accountants, you build deep and trusting relationships with your clients. And your marketing needs to reflect that and show potential new clients that they can trust you, you are an expert and you’re the best choice for them.
The way you deliver this isn’t through product information or face-value benefits. It’s by sharing what’s unique about YOU because you are the magic in your business. Your experience, skillset, the journey you’ve been on, your unique way of working and the transformation you offer clients. These are all elements that can’t be copied by your competitors and will draw your dream clients to you with ease.
But you need clarity and confidence in what that looks like to share it online.
You can’t read the label from inside the jar
Marketing is a strategic business function but one that requires an element of creativity. You need your best ideas to put your best self out there and draw people to you. When you’re so close to your business, it’s almost impossible to that for yourself. Afterall, you can’t read the label from inside the jar.
That’s why, getting expert eyes on your business will not only give you a fresh perspective on your problems but will also spark your creativity through connection. Marketing is my jam and I love helping female founders uncover their magic. Plus, with 10 years of experience in financial services marketing, I have insights and an understanding of the industry that other marketing experts simply don’t have.
The solutions
I already told you, I’m not here to gatekeep my knowledge so I’ve got solutions for every problem and every budget. If you’re ready and raring to go, then my free workbook will help you master your marketing foundations. You can download it here and it will guide and inspire you to firm up those foundations ready for growth.
If you want to SUPERCHARGE Your Strategy, you can join me for an afternoon of collaborating and creativity. You’ll leave with your completed strategy, a 12-month roadmap and a 3-month tactical plan to keep you accountable.
If you’re ready to transform your business, in just 90 days you’ll get expert consultancy, creativity, and compliant solutions to your biggest challenges from a financial services marketing expert. You’ll work through my unique framework, designed to transform all areas of your business: audit, alignment, action, accountability, and attract.
Audit: In the initial phase, your marketing strategies and challenges are thoroughly assessed. This step provides a clear understanding of where your business stands and the obstacles you face.
Alignment: The next phase focuses on aligning your marketing efforts with your business objectives. This is where clarity and strategy are defined, ensuring your marketing is designed to help you reach your goals.
Action: With a clear strategy in place, it's time to take action. This phase emphasizes the practical and purposeful steps needed to drive your marketing and business forward.
Accountability: Accountability is the cornerstone of sustainable success. In this phase, we work together to ensure you stay on track, making adjustments as needed to achieve the desired outcomes.
Attract: In this final stage, we work together to craft sustainable marketing that continues to attract your dream clients to you long after you put it out into the world.
Find out more here.
My promise to you
Everything you need to create the most successful strategy for your business is already in your head. I’m here to help you organise those thoughts, so you feel calm and in control and ready to take aligned action that meets the regulator’s requirements. Women like you are changing the world as you help close the gender equity gaps. I want to amplify what you’re doing, and work with women who are breaking the mould. Because not everyone takes the leap to go self-employed. It’s a risk and it takes a lot. And running your business and marketing it should be fun. It’s the most creative part of what you do and you should enjoy it.
We both know that people buy from people, and I want to show your dream clients how amazing you are to work with, without leaving you feeling burnt out or bamboozled We’ll work closely to tailor solutions to your unique needs, ensuring you receive the support you need to succeed
If you’re ready for more magic, more fun and more meaningful connections, then let’s have a quick chat and we can explore what you need.
