Direct Mail

Telemarketing

Public Relations

Social Media

Advertising

Website Development

Mobile Apps

Event Planning

Email Marketing

Logo Design

Print Brochures

Blogging

Webinars

Sponsorships

Client Relationship Management

Lead qualifying

Branding

Community

Outreach

Technical Writing

Budgeting

Analytics

Using outbound marketing (traditional) to raise

awareness of your business and brand

Using inbound marketing to gain trust and strengthen your brand’s

reputation as a knowledgeable source for financial management and

advice

Nurturing leads and referral sources with inbound marketing lists may require technology such as CRM, Marketing Automation, etc. (technology needs will depend on the size of the firm). Leadership in community outreach groups is also very beneficial to this step.

Just keep in mind

To a successful marketing strategy…