Is your marketing team underwater? Have you been struggling to find quality candidates to fill positions?
An outside marketing firm can help bolster your marketing team in three key areas: strategy, execution, and training junior or new employees.
Strategy and the Planning Process
Let’s start with strategy. The strategy and planning process is the foundation of your marketing activities. We see our clients struggle with putting plans in place, having the time and energy to dedicate to developing their strategy and understanding how to effectively move forward.
In thinking about how an outside firm can help, a qualified marketing firm that’s familiar with your industry is going to be able to come in, look at what you’re doing and understand it quickly. They will get up to speed on what you offer, who you’re targeting, and identify ways to help you fill the gaps in your strategy.
Those gaps can either be the communication between sales and marketing – which is pretty common in our industry – gaps in your story, or even gaps in the materials that you are putting together to help educate advisors on your offerings. An outside marketing firm can help you develop a strategy to better tackle that communication.
Put a Plan in Place
Next, let’s talk about execution. A strategy is worthless unless there’s a plan in place to make it a reality. Once you have a strategy in place, a qualified marketing firm can manage all the pieces, moving tactical marketing and deliverables forward. They will ensure everything’s happening on time and in the correct sequence to make your marketing successful.
Training Junior and New Employees
Let’s talk about an area that a lot of people overlook as far as where a qualified marketing firm can be beneficial to your team – training junior or new employees. We all know in the financial services industry how complicated marketing is – SEC regulations, FINRA requirements, what compliance is looking for, how selling agreements work or the numerous audiences we’re targeting. An outside marketing firm can be key to helping new or junior employees understand the industry, shorten their learning curve, as well as build their confidence.
We’ve talked about how an outside marketing firm can help with strategy, making that strategy a reality through solid planning and project management, as well as help you educate junior or new employees on the financial services industry and how it works.
CONTACT US FOR MARKETING HELP
If you need any help with bolstering your marketing team, contact Marketing Intent. We’d be happy to help in any of these areas.
