Tailored Strategies for Financial Advisors

Project Showcase

Phoneforum A New Type of Live Event

Man holding smartphone in front of a windowpane.

This new type of live educational event allows you to promote your services to ten or tens of thousands of potential clients.

The Phoneforum helps develop a more trusting and credible client relationship. It’s as if you were talking to them one-on-one while they are on their mobile phone at their home, office, car or just taking a stroll with their smartphone.

In contrast to a webinar, registrants no longer need to log-in and remember to go to their computer at a specific time, the Phoneforum’s sign-ups are called directly. (Big bump in attendance).
Attendees offer their best telephone contact number to participate.
During the live event, participants feel as if you are talking to them personally. Addressing questions in live and real-time allows for higher engagement.
Registration and conversion emails come with proven direct response copy and subject lines with high open rates.
Phoneforums are designed to motivate prospects to speak to a sales representative thereby increasing leads/closings/AUM ratios.
Phoneforums beat webinars by 25% in attendance.
Can increase lead/close ratio by at least 50%.

Overall, our proven marketing strategies and campaigns build large audiences and help motivate potential clients to ask how they can engage your firm's investment advisory services.

In addition, we work closely with management and sales teams to help incorporate proven sales enhancements and closing tactics.

Let's discuss how we can help you create and build your marketing strategies to generate an overwhelming amount of very qualified sales leads.

To find out how these successful lead generation programs can work for you, click on the box below.

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Tailored Strategy

Meet with management or division heads

We meet with appropriate personnel to learn about your business goals, needs, and capabilities.

Review of existing marketing material

Once we understand the goals, we review the current marketing material and process.

Review existing infrastructure

Sometimes marketing processes can get complicated, so we learn as much as we can about the existing technological infrastructure. We can work with current systems or advise as to which vendors may be required.

Learn current investment strategies and philosophy

We take the time to understand your investment philosophy, strategies and brand.

Review Client Demographics

In order to properly target your marketing efforts we study your current clients’ demographics and psychographics, as well as the types of potential clients you would like to attract to your company.

EXECUTION AND PRODUCTIVITY

Tailored Marketing Plan

For every campaign, we create a marketing plan that will be uniquely tailored to your business and back-office capabilities.

Promotion Creation

Once the plan is approved, we create direct response content that focuses on presenting your brand, investment strategies, investment philosophy… in relation to potential client’s goals.

Prospect Targeting and Acquisition

If you have been looking where to get the hot leads we will help, we know EXACTLY where to acquire lists with the demographics that you will need to build your firm.

EMAIL & SOCIAL MEDIA MARKETING

Our email marketing campaigns and social media promotions can bring in tons of leads, but it is not just about quantity. These warm leads are pushed through our uniquely tailored email funnels that spit out red-hot sales prospects.

Live Webinars and Other Online Events

We have pioneered a new live online event that has a proven track record of success.
Interactive polls are used to allow participants to voice their opinions, the host can immediately discuss the polling results.
Just like a radio show, participants can ask live questions.

Blog and Content Creation

Savvy's founders have operated an investment advisory business and owned a number of financial publishing companies. Because of this, we are experts in creating and developing market-relevant and timely content that will be tailored to your investment philosophy while keeping your readers engaged and responsive.

Direct Mail

We have heard a good number of marketing experts advise their clients that direct mail does not work or is too expensive. IT’S STILL SUCCESSFUL. Depending on the advisor, we can incorporate direct mail marketing to boost lead acquisition. “It’s the ‘new time-tested‘ way to get through all the clutter. There are no spam filters in your mailbox”

Compliance

We can work closely with your compliance department to help create your company’s marketing material, blogs and messages.

Schedule A Call To Learn More?

TRIED AND TRUE

Savvy Investor’s founders

Savvy Investor’s founders have represented many celebrities and high profile clients. We know how to successfully build your brand profitably.

Marketing Strategies

Savvy utilizes highly effective marketing strategies that have been successfully developing high net-worth sales leads in all markets.

Over 500,000,000 Promotions

We have sent out over a half-billion direct response promotions and have tested thousands of variations to determine what works best and which holes not to step into again. We have a leg up on which efforts can benefit your firm the most. No two advisors are the same and no promotions or content should be the same.

CONTINUITY

Exiting Client Engagement

It is cheaper to keep your clients than to prospect for new ones. At Savvy we help create a tailored process that can engage your clients, bring referrals, develop trust and confidence in your services during bullish and volatile market conditions.

Educational Webinars and Podcasts

Constant communication with your clients is key for retention, especially during turbulent times. Therefore we create a tailored approach to keeping your clients engaged with your business and market views.

Work With Your Sales Staff

We work closely with your sales teams to help them incorporate sales enhancements and closing tactics. If your practice does not have a sales staff we offer solicitor services through an affiliate firm.