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The Blah to Bullish Marketing Roadmap

Helping your clients secure their financial futures is complex and time-consuming. You’re so busy guiding them that there is little time left for marketing your business. You know that a consistent marketing presence is vital to your success. And having a plan means your marketing will be more effective with less wasteful guesswork. But finding the time to create and implement a marketing roadmap is a challenge. 

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But it doesn’t have to be. 

 

If you’d like to achieve top-of-mind awareness with your ideal clients, the Blah to Bullish Marketing Roadmap is for you. 

 

With the Blah to Bullish Marketing Roadmap, you’ll know how to begin taking your financial business to the next level within a week. And you’ll invest less than four hours of your time into the whole process.

 

The Blah to Bullish Marketing Roadmap process:

 

Discovery

The first step in your Blah to Bullish Marketing Roadmap is discovery. You’ll receive a few preliminary questions before our first conversation and send the answers back to me. Then on day one (usually a Tuesday morning), we’ll hold a call where we’ll dive deeper into your answers to the preliminary questions and ask some more (I ask a lot of questions!). This helps me to understand your business, your goals, your current marketing, your ideas, and your budget. During our 60-to-90-minute call we’ll talk about:

Your business goals: Where do you want to take your business in the next year? The next 5 years?

 

Your ideal clients: We’ll discuss the type of clients you most want to serve – their age, income level, hobbies, profession, etc. 

 

Your realities: What marketing have you been doing? What are the results? Is there something stopping you from achieving more with your marketing? What marketing obstacles have you encountered? Have you overcome these obstacles? If not, why? 

 

Your ideas: What types of marketing do you want to do? Why? What do you want your prospective clients to know about you? 

 

Your budget: Your marketing blueprint will include a variety of ideas you can choose from, but it’s a good idea for us to know your budget so we know where to start. You can choose which ideas to implement to suit your budget and add on others later.

Creating Your Roadmap

In this step, you go on with your daily routine and leave the planning to me. I will take everything you’ve shared and create a blueprint to reach your ideal clients with the 4 C’s of Financial Copy: Concise, Clear, Convincing, AND Compliance Approved. Your custom marketing roadmap will be based on your preferences, goals, and budget and include:

  • 3 customer personas so you’re marketing directly to your ideal clients

  • A brand voice guide, so your brand has a consistent sound/voice

  • A blueprint that spells out which channels and tactics to use, what type of content to use, and when to use it

  • A high-level 12-month content calendar for your blog and social media with recommended content pillars

  • A website audit with suggestions to enhance your copy

  • An audit of your social media with ideas to further engage with your audience

  • An audit of your other current marketing materials (if desired)

Delivery 

On the Tuesday following our kickoff call, I will deliver your marketing roadmap in a series of videos that you can go through at your own pace (it's a lot of information). We'll then have a call where I can answer all of your questions. 

 

A free bonus:

If you come up with more questions after I deliver your Blah to Bullish Marketing Roadmap, you can schedule 1 extra hour-long consultation call within the first 30 days (it’s on the house!).

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Investment:

Your time is important and I respect that so I want you to know upfront the minimum investment. The rate for the Blah to Bullish Marketing Roadmap starts at $2,500. But, your business is unique and my quote and your project should be, too. So I will create a custom quote that reflects your needs and goals.

But what if I don't need the whole bull?

Personality Package
Your business is one of a kind and your marketing should reflect that. The Personality Package is for you if: ​

  • You want your marketing to reflect your company’s values and mission

  • You’d like to ensure your marketing is resonating with your target audiences

  • You’d want your marketing to be distinct and consistent  

  • You’re not sure your website copy is written for the right audience

  • You wonder if your website copy is conveying your value to your target market

  • You question the effectiveness of your social media

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If you already have parts of the Blah to Bullish Marketing Roadmap in place, I am happy to assist you in filling in the gaps. My other packages break down the essentials you need to put a successful marketing program in place for your financial advisory business. 

The Personality Package will provide you with:

  • A 1-hour kickoff call where we'll discuss your ideal clients

  • A brand voice guide, so your brand has a consistent sound/voice

  • 3 customer personas so you’re marketing directly to your ideal clients

  • A website audit with concrete suggestions to enhance your copy

  • An audit of your social media with ideas to further engage with your audience

  • An audit of your other current marketing materials (if desired)

  • A series of videos explaining the outcome of your Personality Package so you'll know what to do next

  • A bonus follow-up call with me (within the first 30 days) to answer any questions you may have

Investment

Starting at $1,500

Marketing Blueprint Package

We can move directly on to creating your marketing blueprint if:

  • You have a written marketing strategy

  • You have client personas and a brand voice already (that you can share with me in writing)

  • You’re satisfied with your website copy

  • You know your social media is performing up to par

  • A 1-hour kickoff call where we'll discuss your marketing strategy and current marketing

  • A marketing blueprint to which channels, tools, and tactics to use to reach your goals

  • Content pillars (the broad subject matters you’ll write about) so you'll know how to share your expertise

  • A 12-month content calendar using your content pillars with ideas for blog topics and social media posts  

  • A series of videos explaining your Marketing Blueprint Package so you'll know how to implement each part of the package

  • A bonus follow-up call with me (within the first 30 days) to answer any questions you may have

The Marketing Blueprint Package will provide you with:

Investment: Starting at $1,750

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