Tag Archives: client experience

A 7 Point Checklist for Improving Your Marketing in 2021

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Throughout the second half of 2020, Red Zone Marketing conducted four comprehensive surveys of thousands of financial professionals to see how they are conducting marketing given the constraints of social distancing and other effects of the pandemic.

We learned the top marketing strategies that are actually generating new business, uncovered the exact resources, how to’s and specific strategies. The result is a checklist you can use to evaluate your proficiency and potential areas you may want to upgrade in order to increase new business in 2021.

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Give People a Reason To Talk About You

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Don’t assume that people are excited to talk about the core deliverables of your firm. After all, those things are supposed to be there (i.e. sound investments, good service, good food, etc.). What people will remember and talk about are the unexpected things you have done or said that set you apart. And, it’s often the small things that grab their attention.

A memorable interaction should result in leaving something behind with the people you encounter: a thought,

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Give ‘em Something To Talk About!

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Clients talkingPopular advice says that you should create client experiences to get ahead in business. I agree with that, but I do think there is something even more important. The real differentiator comes when you give clients a memorable experience.

What kind of experience is your firm giving to your clients? If you suspect that your clients are not talking about you, it may be time to make a change. To borrow a phrase from singer and songwriter,

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