For nearly 20 years, April has been recognized as National Financial Literacy Month. The timing couldn’t be better today. Inflation is still impacting consumers and the upcoming election could result in an unpredictable economic outlook. Now more than ever, people need accurate and trustworthy financial advice. This is where you come in.
Most of you probably have a book of clients whose financial affairs are in good order and who came to you for retirement and legacy planning. They obviously did so because you were able to prove your financial expertise during the prospecting stage. Financial Literacy Month is a good reminder that you still have a large audience of prospects who could benefit from that expertise.
While April is Financial Literacy Month, the need to help people achieve financial stability is year-round. The following tactics can help get your message out to new potential clients.
Educate Your Audience
One of the most effective ways to market your services as a financial advisor is to educate your audience. Take the time to create informative content that covers a variety of financial topics. You can create blog posts, videos, social media posts, and other types of content that help your audience understand the importance of financial planning and the benefits of working with a financial advisor.
Offer Complimentary Consultations
A complimentary, no-obligation meeting can give people the opportunity to speak with you directly and get a sense of your expertise and knowledge. During these consultations, you can offer advice and guidance on their financial situation and discuss how you can help them achieve their financial goals.
Host Workshops and Seminars
Seminars are a high-touch method of engaging a large group of prospects at one time. You can cover a variety of financial topics, such as retirement planning, investment strategies, debt management, and more. This gives people the opportunity to learn from you directly and ask questions about their own financial situation.
While a powerful prospecting tool, event marketing comes with a lot of backend work. Registrations, content creation, and logistics are all time-consuming endeavors. IAMS can shoulder that load for you with Safe Money Events. This done-for-you seminar program has helped producers across the country fill the room with qualified prospects. Get in touch to learn more.
Professional Development Opportunities
The more education you have, the better you can help educate your clients. This is why IAMS is offering a post-Financial Literacy Month opportunity for producers who are motivated to grow their business. As mentioned in last week’s Marketing Corner, we are partnering this May with Athene for our first Life and Annuity Academy of 2024. Attendees will receive access to exclusive content, sales ideas, marketing material, and access to proven sales systems. Attendees will also hear and learn from industry insiders on how to design, place, and retain more business than their competitors.
The 2024 Life and Annuity Academy takes place May 15 – 17 in West Des Moines, IA. Spots are limited. Click below to apply.
