{"id":9167,"date":"2019-02-25T16:00:07","date_gmt":"2019-02-25T16:00:07","guid":{"rendered":"https:\/\/www.conachmarketing.com\/?p=9167"},"modified":"2019-02-25T17:46:02","modified_gmt":"2019-02-25T17:46:02","slug":"2019-financial-marketing-plan","status":"publish","type":"post","link":"https:\/\/www.conachmarketing.com\/index.php\/2019\/02\/25\/2019-financial-marketing-plan\/","title":{"rendered":"2019 financial marketing plan"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Have you audited your 2019 financial marketing plan?<\/strong><\/h2>\n\n\n\n<p>As we roll into the final month of the first quarter, I\u2019m sure your 2019 <a href=\"https:\/\/www.conachmarketing.com\/index.php\/financial-marketing\/\">financial marketing<\/a> plan is off to a good start. However, if like most financial firms you are knee deep in year-end or tax preparation, the following are some items to consider when you work on your financial marketing plan:<\/p>\n\n\n\n<p><strong>Program<\/strong><\/p>\n\n\n\n<p><strong>Budget<\/strong><\/p>\n\n\n\n<p><strong>Staff<\/strong><\/p>\n\n\n\n<p><strong>Investment<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>#1 \u2013 Develop the 2019 financial marketing plan<\/strong><\/h4>\n\n\n\n<p>A marketing plan needs to be well-thought out, <g class=\"gr_ gr_10 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Punctuation only-del replaceWithoutSep\" id=\"10\" data-gr-id=\"10\">proactive,<\/g> and scheduled. It should consider three areas: branding and messaging, lead generation, and sales. First, review your brand and marketing messages to be sure they haven\u2019t become dated and need to be updated. In fact, a<g class=\"gr_ gr_59 gr-alert gr_tiny gr_gramm gr_inline_cards gr_run_anim Grammar only-ins doubleReplace replaceWithoutSep\" id=\"59\" data-gr-id=\"59\">n<\/g> outdated image can make you look like you are not current with the latest technology or regulations. Next, select the lead generation channels that have proven to be effective. If you aren\u2019t sure which channels, seek professional consultation. Finally, establish a sales process that includes material, presentations, proposals, and a sales team. You need a process that covers what actions you will take from obtaining the lead to closing the sale.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>#2 \u2013 Set a 2019 financial marketing plan budget<\/strong><\/h4>\n\n\n\n<p>As financial people, I\u2019m sure you understand the importance of budgeting. But it is essential you budget correctly. Your marketing budget should only include the three areas I discussed. It is important not to include office supplies or pizza for office birthdays. The reason is because it will skew the evaluation of your return on investment. In addition to any outsourced professionals, advertising, and vendor services, it should include <g class=\"gr_ gr_8 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep\" id=\"8\" data-gr-id=\"8\">chamber<\/g> of commerce dues and events where you have networking opportunities.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>#3 \u2013 Gather the staff for your 2019 financial marketing plan<\/strong><\/h4>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignright\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"336\" src=\"https:\/\/www.conachmarketing.com\/wp-content\/uploads\/2019\/02\/FIN_PLAN-AUDIT-3.png\" alt=\"\" class=\"wp-image-9177\" srcset=\"https:\/\/www.conachmarketing.com\/wp-content\/uploads\/2019\/02\/FIN_PLAN-AUDIT-3.png 300w, https:\/\/www.conachmarketing.com\/wp-content\/uploads\/2019\/02\/FIN_PLAN-AUDIT-3-268x300.png 268w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/figure><\/div>\n\n\n\n<p>No marketing plan runs itself. While an in-house staff that can create, implement and manage the plan, you will need people able to develop a strategy, write, design, manage vendors, and be salespeople. Enacting a marketing plan is complicated. For that reason, many firms will work with an outsourced marketing solution like Conach.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>#4 \u2013 Realize your 2019 financial marketing plan is an investment<\/strong><\/h4>\n\n\n\n<p>Just like budgeting,\nI\u2019m sure financial people understand investment \u2013 especially long-term. Because\nmost clients are reluctant to change financial services unless they become\nunhappy it is vital that you look at a financial marketing plan that way. In\nfact, building a brand and getting your sales material to as many prospects as\npossible is critical for a firm growing within its local market. When you have\na limited customer base, you need to be one of the firms a prospect thinks of\nwhen looking for a new one.<\/p>\n\n\n\n<p>Pappy<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>About the\nAuthor<\/strong><\/h4>\n\n\n\n<p>P<em>aul\nKowalski (or Pappy as he is called around the office) spent over two decades\nworking at other agencies before opening Conach Marketing Group in 2008. The\nearly part of his career was working with Fortune 500 clients at different\nagencies. However, working with smaller clients was his preference. This choice\nwas because of the impact on a client\u2019s business growth and the forming closer,\npersonal relationships.<\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>About Conach<\/strong><\/h4>\n\n\n\n<p><em>When he was\ncreating Conach, his goal was to bring those Fortune 500 strategies along with\nyears of B2B marketing experience to small business marketing clients. As a\nresult of focusing on business to business marketing, Conach specializes in <strong><a href=\"https:\/\/www.conachmarketing.com\/index.php\/construction-marketing\/\">construction marketing<\/a>, <a href=\"https:\/\/www.conachmarketing.com\/index.php\/financial-marketing\/\">financial marketing<\/a>,<\/strong> and <strong><a href=\"https:\/\/www.conachmarketing.com\/index.php\/industrial-marketing\/\">industrial marketing<\/a><\/strong>. Even though\nwe are in Mid-Michigan, Conach provides marketing services to clients across\nthe country.<\/em><\/p>\n\n\n\n<p><strong><em>For more\ninformation visit <a href=\"https:\/\/www.conachmarketing.com\/index.php\/b2b-marketing-agency\/\">conachmarketing.com<\/a> or <a href=\"https:\/\/www.conachmarketing.com\/index.php\/b2b-marketing-company\/\">contact us<\/a> or call 989.401.3202.<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Have you audited your 2019 financial marketing plan? As we roll into the final month of the first quarter, I\u2019m sure your 2019 financial marketing plan is off to a good start. However, if like most financial firms you are knee deep in year-end or tax preparation, the following are some items to consider when [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":9169,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[459],"tags":[],"class_list":["post-9167","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financial-marketing-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.5 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>2019 financial marketing plan - Conach Marketing Group<\/title>\n<meta name=\"description\" content=\"Conach Marketing Group has years of experience working with financial marketing clients. 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