financial marketing program

Do you need a financial marketing program review?

Now that several stay at home orders are loosening, we will be getting back to a different form of “business as usual.” With everything that will be going on to stay safe as the COVID-19 crisis continues, don’t neglect your financial marketing program. The following are several questions that can help you do a basic review.

Does your financial marketing program create the best impression?

If your image has been in existence for a while, it may be time to consider and update. When you compare it to other firms does it seem old-fashioned? If so, then you should consider a refresh. This doesn’t necessarily mean dumping your current image. Instead of starting from scratch, determine if a logo and marketing material update is all you need. In this case, you maintain the integrity of your brand without appearing out-of-date.

Is your financial marketing program stating the right message?

Your messaging goes hand-in-hand with your image to create your brand. As you review your logo and marketing material, evaluate your messages. Do they still represent who your firm is and what it offers? If not, then it’s time for some edits and revisions. Now is the time to add new services, advantages, or possibly engage niche marketing in your financial marketing program.

What is working in your financial marketing program?

While not every tactic in your financial marketing program will show a recognizable return, you should always evaluate its worth. Awareness and direct channels work together to build your brand and grow your clientele, there may be strategies that are working better than others. For example, with more people spending time online, social media and search engine marketing could be the tactics to place more emphasis.

Does your financial marketing program help you grow?

Is your firm’s sales growth meeting your expectations? When you are not acquiring new clients at the pace you want, it’s time to consider new growth strategies. As mentioned earlier, niche marketing where you target new industries could help to increase revenue. Another area to evaluate is growing geographically. Could you serve clients in a wider geographic area? Are there firms you could acquire to build your client base? If the answers are yes, these are viable growth strategies.

Is a financial marketing program review important?

This question is like asking if you should review your company’s financial program periodically. The answer is of course! A review of your financial marketing program can reveal missing opportunities, flaws, and weaknesses that are holding your firm back.

About the Author

Paul Kowalski (or Pappy as he is called around the office) spent over two decades working at other agencies before opening Conach Marketing Group in 2008. The early part of his career was working with Fortune 500 clients at different agencies. However, working with smaller clients was his preference. This choice was because of the impact on a client’s business growth and forming closer, personal relationships.

About Conach

When he was creating Conach, his goal was to bring those Fortune 500 strategies along with years of B2B marketing experience to small business marketing clients. As a result of focusing on business to business marketing, Conach specializes in construction marketingfinancial marketing, and industrial marketing. Even though we are in Mid-Michigan, Conach provides marketing services to clients across the country.

For more information, visit or contact us or call 989.401.3202.

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