For example, if you’re looking for firms with between 5 and 50 staff in a certain place, let your account manager know.
We’ll ensure that we limit your database to only those companies.
Email marketing to financial advisors
Our database has 2,843 financial advisor direct email addresses.
Sending regular emails to your target audience delivers high-quality prospects, many of whom are ready to buy today.
Email marketing is the least expensive form of direct marketing, so it’s likely to fit the best into your marketing budget.
As well as being the most affordable, it also generates the highest ROI – the average return on email spend is £42 for every £1 invested.
More Than Words note – do you have the staff, infrastructure, or expertise to run your own email marketing campaigns? If not, ask your account manager about our managed B2B email campaign services.
Telemarketing to financial advisors
Telemarketing is a highly effective way to market your products and services to financial advisors.
According to the UK Data and Marketing Association, telemarketing generates £11 worth of turnover for every £1 spent on it,
With telephone marketing, you can open a two-way dialogue with decision makers within financial advisor firms.
We can profile each firm we contact for you and identify prospects with the most immediate needs for your products and services.
As well as generating prospects for your sales team immediately, we can build a pipeline of prospects over the coming 12-24 months.
You can also use telemarketing to find out more about trends within the industry as a whole and within individual advisory firms.
We can identify the financial advisors most likely to need your products, services, solutions, and tools based upon an exploratory list of questions we ask prospects.
More Than Words note – we offer outsourced and managed B2B telemarketing campaigns to clients currently without their own in-house telesales team.
Finding new clients with direct mail marketing
One of the financial advisor marketing strategies growing in popularity with all B2B companies is direct mail.
Studies on direct mail marketing indicate that:
- 36% of business managers have responded to a direct mail campaign in the last month
- in the last six months, 22% of business managers have responded to a direct mail campaign
- 12% of the managers who responded to a direct mail campaign spent £200-£500 and 1% spent £5,000 to £10,000.
You can target specific prospects and clients by post using our database of financial advisors.
Creating a successful direct marketing plan
B2B marketing (including financial advisor marketing) is about staying visible and delivering relevant messages.
About 2-4% of the recipients of your direct marketing efforts will be in the market for what you’re selling right now.
This is your chance to promote your products, services, solutions, and tools near the point of purchase.
Every email, phone call, or letter further establishes your credibility and the value of what you’re offering in the minds of prospects.
The data generated by direct marketing campaigns will enable an experienced sales team to make meaningful contact with future customers.
Getting the most from your marketing strategy
You should prepare your marketing plan to include online, digital, and inbound marketing for maximum reach into your industry.
With direct marketing, you have both clients ready to buy as well as a sales pipeline over the coming 12-24 months.
In addition you can also build an additional sales pipeline via your website and social media.
How do financial advisors choose products, services, and solutions?
Financial advisors need a wide range of products and services to provide them with a competitive edge.
Financial advisors require the services of accountants, bookkeepers, solicitors, HR professionals, and more.
The nature of the data they hold on clients makes cybersecurity a priority, as does the provision of secure e-mail.
Purchases to gain competitive advantage
There is scope for financial service companies to approach advisors who they can incentivise to sell their products.
As competition grows, many advisor firms are expanding the services they offer to include financial brokerage – loans, insurance, and so on.
Advisors can be approached using direct marketing to describe your financial products, how to sell them, and how to share commissions.
Accounting firms may wish to build relationships with local financial advisors so that they can exchange leads.
With the growth of the internet, many investors and consumers are able to track their portfolios via web-based platforms or mobile applications.
This information will likely become an important selling point for many financial advisors. Could your firm provide it?
Using direct marketing to financial advisers- find out more
There are many types of marketing strategies you can use to reach decision makers in financial advisory firms.
Tell us about your company, what you sell, and what benefits your products, services, solutions, and tools provide for financial advisors.
Then we’ll create a bespoke financial advisor marketing plan for you so you can benefit from both immediate sales opportunities and increased visibility.
To reach decision makers and budget holders within the industry, please call us 0330 010 8300.
Or you can send us an enquiry by clicking here to email our direct marketing team for help.