Include Event Marketing in Your Strategy to Grow Your Business

May 24, 2018

In this blog, we talk a lot about all of the different ways you can market your business: social media, website, cold calling, referral programs, etc. However, one major marketing practice that I think is often overlooked is event marketing. What if my event goes horribly? How do I go about planning it? Am I just going to waste all my money? These are valid questions and the thought process in terms of event marketing for a lot of financial advisors. But what if the opposite happens? And you gain a good amount of new potential clients. Or if you are putting on a marketing event for current clients, this could allow for them to feel truly appreciated.

Now that you understand why I think you should definitely include event marketing in your strategy, let’s talk about how you can actually get people to attend.

TIP #1

Firstly, when planning your marketing event, it’s important to create an invitation that shows what’s in it for them. State the benefits they could receive right away!

TIP #2

Give a call to your prospects! Another way to make potential clients feel important is to actually invite them yourself. Nowadays, everything is automated. So anything personalized goes a long way.

TIP #3

Another thing that’s often missing nowadays is follow up. It’s important to follow up right after the event. You need to plan this in advance so that you don’t feel overwhelmed when the time comes. Some ways you can go about doing this is by sending follow up hand written notes, a professional picture of the individual from the event, or scheduling an appointment and calling.

What successful marketing events has your company hosted? Let us know in the comments below!

5 ways to prospect like a pro

November 13, 2014


Every time you look for potential business or new customers, you are prospecting for your business. While you may not find gold, you just might find some great clients if you play your cards right. Here are some tips for making your prospecting as successful as possible.

  1. Digital interaction. Connect with a potential client on LinkedIn. Retweet something they posted on Twitter. Comment on their LinkedIn articles. These small interactions will get you on a customer’s radar and build a relationship before you even talk to them.
  2. Make a plan. Thinking out your prospecting will make it much easier to keep yourself organized. Schedule time every day to investigate new clients and do research. Taking it in smaller doses can make prospecting less daunting.
  3. Stick to what you know. Focus your efforts on what you do best. If you are really experienced in email marketing, use that to your advantage! Just make sure you don’t get stuck. Make sure you try new ways of prospecting, too. You never know what might work.
  4. Think about your words. No matter how many people you call or emails you send, if you aren’t using the right language you’ll never make connections. Really focus on the words you choose, you might only have a few seconds to get someone’s attention.
  5. Remember it takes time. Sometimes you meet the right person at the right time, but most cold calls don’t end in an appointment. Build up relationships a little at a time to create trust with potential clients. Customers want to work with people they know, so keep in touch to remain in contact with prospects.

Prospecting isn’t always easy. It takes time and practice, just like everything else! If you focus your efforts and take time to plan, you can make the most of your prospecting and have the greatest success.

What are some ways you prospect?

Year End Marketing

December 10, 2013

With only a few weeks left in 2013, things are starting to slow down. You don’t have to be one of those. Now is the time to clean everything out from this year and prepare for the next.  Don’t put it off until January!

Get organized – Messy desk? Office filled with boxes and files? Take the time to put everything in order now, so you have it ready when January approaches. Throw out the junk you’ve been meaning to get rid of all year. Clean up your client files and get your contacts organized.

Find top prospects – Had your eye on a few potential clients this year? Make a list of them all and find out how and where to contact them. Once all this information is set up, all you have to do is reach out in 2014. If you’re feeling extra proactive, go ahead and schedule a meet with them for some time in January.

Budget – No one wants to start thinking about budgets for next year, but now really is the time. Are there big projects you know you’ll be getting into? Spend a little time figuring out the costs you can afford and are willing to take on. Also take time to sort your budgeting from last year and start preparing for taxes.

Reflect and project – Look back on what you’ve done in 2013. What worked and what didn’t? Reviewing helps you learn and adapt your efforts to be more successful. This also gets you dreaming about what you want to accomplish next year. Think about potential goals you want to set for the upcoming year.

Don’t let the approaching holiday season put your mind on an early vacation. Buckle down and focus on this end of year planning to help your business get ready for 2014. That way when it gets here, you’ll be able to dive right in!

What else helps you prepare for the new year?

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