New Year, Stronger Marketing For Your Firm

December 28, 2017

As 2017 comes to an end, it is the perfect time to look back on annual reports and evaluate your progress. Although it is important to look back on your performance, it’s also just as important to plan for the upcoming year. The new year can be intimidating, especially when competition is heavy. While planning your marketing for the new year you should make sure that it is: strategic, measurable, attainable, and cost effective. There are various ways to develop your marketing plans on a budget but one of the best ways is to provide a “personal touch” and connection that most clients don’t expect, but certainly value. This means going above and beyond for the customer by showing extra care and doing things out of the ordinary that the customer doesn’t expect. Here are 5 methods in approaching a “personal side” of marketing:

  1. Have someone in charge of marketing. This doesn’t mean you need to develop a whole marketing department. Is there someone in your office that you consider a “people’s person” or someone who likes to put events together? Assign them to the marketing tasks. The tasks could vary from arranging seminars and events to updating the website and blogs. Rather it’s having a marketing consultant, an intern, or someone from your office, having someone assigned to the job will ensure that it gets done.
  2. Arrange a reverse seminar. Instead of you presenting to your client, have them present to you. This will put the “spotlight” on the client and will allow for them to feel engaged.
  3. Conduct an annual event. We all know of a few companies in our areas that are associated with certain charity events. That’s the goal for your firm. Having an annual event, especially involving charity, will not only help out your community but will also provide advertising opportunities.
  4. Pick up your phone and call! Sounds like something you should already know, but it’s one of the more effective (and free) ways to market. Instead of sending an email, give your client a call. Have the call be from the financial advisor or attorney that is working with the client. Discuss with them any business updates and ask if they have any questions. This also allows for the client to develop a relationship with the firm and feel like they are a part of the process, instead of being left in the dark. Make sure to personalize each call and switch up the subject.
  5. Go above and beyond with the simple things. This means whenever a client is in the office, make a fresh cup of coffee and add a snack with it. Have a welcome sign whenever the client is entering the office. Provide a welcome package, make parking arrangements, give a map, etc. Go the extra mile so that the client feels truly appreciated. And this will not only help your “personal side” marketing, but will also provide word-of-mouth marketing. The clients will tell their families, friends, and coworkers about this.

Have more ways on providing a “personal side” to marketing? Tell us by leaving a comment below:

Overcoming the Overwhelm

November 30, 2017

It’s getting to that busy time of year where there’s projects and deadlines, or maybe you’re trying to market your self to a potential new employer or new clientele. Plus you have the holidays to worry about! That can overwhelm the best of us. So the question is, what can we do to combat that feeling of being so overwhelmed? Here a few tips that might help you come out on top, and maybe you won’t break a sweat in the process.

  1. Recognize your tools. I know that this has been brought up in previous blog posts as well, but you will be so successful if you recognize and utilize the tools available to you. There are a million online resources, and think about the people that you know as well. Who is out there that can give you a step up, provide new strategies or idea, give you resume tips, etc. The list is probably endless.
  2. Get organized. Figure out which of your goals are the most important, especially in the short term. There’s nothing more overwhelming than looking at a to do list that is a mile long and feeling like you need to accomplish it all immediately. Once you do that you can figure out a game plan to start checking off the boxes.
  3. Use a planner. This has been said time and time again, I know. It’s so important though. Block out your day and give yourself time slots to complete your specific tasks. You will always be on track and accomplishing something, without trying to do everything at once. It will change your world, I promise.
  4. Be satisfied. One of the worst things that you can do is tell yourself that you aren’t doing enough or being productive enough or getting enough done. At the end of the day look at what you accomplished and feel good about those things instead of bad about the things that you didn’t get to complete. Tomorrow is a new day!
  5. Take the first step. This is maybe the most important step. Everyone will have tactics and strategies that work for them and you will have to figure that out on your own. Getting started is the hardest thing for everyone though. Of course everyone is going to want their plan to be perfect and executed as best possible, but sometimes you need to take the leap. If you spend too much time worrying and planning and re-planning you will go crazy! You just need to start even if you don’t have everything worked out exactly as you want.

So as the holiday season gets kicked off, take the time to relax and think about your strategy. When the new year rolls around you’ll be ready to hit the ground running.

What are you best tips to beat the overwhelm?

New Year New Marketing

January 1, 2015


It’s 2015! Time to start the year with some brand new marketing techniques and strategies! Make this year about trying something different that just might get you noticed. The new year is all about setting goals for yourself and your business. Make sure you’re setting the right marketing goals to start 2015 on a good note! Here are 6 ways to change up your marketing for the new year.

  1. Keep that Contact. The only way to know how a client feels about you is to ask. Reach out to current clients to find out what they like and dislike about your service. This is a great resource for your business and an easy way to see how your clients see you.
  2. Make it Easy on Yourself. You want to be informed about your clients opinions, so make them come to you. Send out attention-grabbing emails or monthly postcards inviting them to take a survey, join you in celebration of an award, or click a link for something interesting. Having a “Call to Action” will get your clients involved.
  3. Enter a Competition. Make sure one of your goals for 2015 is to enter your business into a competition. This is a great way to get your business out there. Plus, you might even win! Then, you can contact your clients with the good news! Make sure to write a press release and include the win on your website.
  4. Consistency is Key. Make sure all of your marketing materials have your logo and information on it. Having your logo on business cards, letterhead, and your website makes you look official and legitimate. It’s important to build your brand, and the best way to do that it share your logo and company name on everything.
  5. Use your Community. This is a great starting point for your marketing. Make it a goal in 2015 to sponsor a local charity or sports team. This is a great way to show you contribute to the community while you gain exposure. Ask your clients where they are involved and start there.
  6. Stand Out. The most important thing to do in 2015 is to be unique. Without getting too crazy, you want to differentiate yourself and your business from the crowd. What makes you different (and better) than the competition? Find out your strengths and make sure people remember them with an interesting angle.

The new year is a perfect time to set goals for yourself and your business. Make sure you plan out your marketing goals early and make time to accomplish them. Whether you start small or go big this year, these marketing tips can make 2015 a great year.


What are your marketing goals for 2015?

New Year, New Business

January 3, 2014

Officially 2014 has arrived and you’re off to a new start – not just for yourself – but also for your business.  When it comes to resolutions, you should focus on setting realistic goals.  Challenge is always essential for growth, but overly high or specific expectations can lead to disappointment as the year goes on and you still haven’t reached those accomplishments.

Here are some ideas to kick-start your business resolutions.

Promote – Especially with small businesses, promotion is easily forgotten or left out of the budget.  This year we urge you to get serious about marketing your services.  If you want new clients, you have to make an effort to reach them, whether you design your own campaign or hire an expert – like Three Point Marketing!

Remodel – Maybe your office needs more space or the website begs for updated info and a fresh look. Whatever it is, make some time for renovations this year.  If you aren’t excited about your website, blog, or social media accounts, you’re a lot less likely to use them.  The same goes for the work place; when you’re feeling cluttered or cramped, your results tend to show it.  New design can excite and motivate.

photo 1-1Let go – Sometimes things just don’t work.  Know when to give up on a client or deal you’ve been trying to land for too long.  Don’t hesitate to change or drop a business method that isn’t working for you anymore.  Too much time, energy, and resources are often wasted trying to make things happen that aren’t meant to be.  Don’t hold your business back in 2014!

Network – Making connections in the business world is like blocking and tackling in football; if you can’t do it, you’ll have a hard time winning.  It’s the best way to create business relationships, secure clients, share ideas, and inspire new ones.  Even professionals you may see as the competition can contribute to your own business concepts and endeavors.  Put yourself out there this year and get into networking.

The key to carrying out your resolutions is doing a reasonable amount of work at a time.  Some of your goals may be big projects that require you to start planning for the whole year now.  Others might just take a little here and a little there.

What resolutions have you made for your business in 2014?

Three Point Marketing offers marketing support for professional service providers such as financial planners, attorneys, and accountants.