Marketing (old) - Tarkenton Financial

marketing

Fran always says “there is no silver bullet” and we whole-heartedly agree. That is why we offer a variety of different marketing strategies and programs that can meet the every changing need of how prospects what to be reached. While not every strategy works for every financial professional, one thing remains true. The most successful financial professionals have a customized and diverse marketing plan that works for them. Tarkenton Financial can help you create your personal marketing plan with strategies that include:

Branding

Pre-set Appointments

CPA Alliance Program

Dinner Seminars

Educational Workshops

Roundtable Meetings

Websites

Video Services

Social Media Marketing

SALES SECRETS REVEALED

Learn how a simple marketing campaign generated a 25x ROI for a top advisor - in the midst of a statewide COVID-19 lockdown!

Easy marketing to find lazy money!
PLUS, how to access our top-rated proprietary FIA product and proven marketing

Download the case study

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Branding

Every major company has a recognizable brand. Branding can help grow your company in a number of different ways. From creating trust with you clients, to improving recognition, to supporting your marketing efforts. A good strong brand can also generate new revenue. A strong brand makes it easier and more likely that a client will refer you. Tarkenton Financial can help you build your brand.

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Pre-Set Appointments

While pre-set appointments won’t be your primary way of getting in front of new clients, they should be part of your marketing arsenal. The pre-set appointment mailer offers a gift card if the prospect schedules and attends a first appointment. Our top producers use pre-set mailers as a less expensive, more passive way to schedule first appointments, sending them out approximately once a month to generate dozens of additional prospects each year. Call Tarkenton Financial today to learn more.

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Tap into the Power of the CPA to Grow Your Practice

The CPA is the most trusted consumer advisor when it comes to clients’ financial situations. With Tarkenton Financial’s CPA Alliance Program, we can make it easy for you to partner with local CPA’s to generate referrals and grow your practice by offering a service CPA’s never knew they were missing. Download our CPA program whitepaper to learn how to build trusted relationships with CPA’s in your area.

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Dinner Seminars

The traditional dinner seminars have been around as long as financial advisor themselves. At Tarkenton Financial, we believe advisors need to get away from the idea of “plate lickers.” The way we see it, everyone is a plate licker until they hear a compelling message. That’s where we come in. We have several turn-key seminars that have a message that will captivate and educate your prospects.

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Educational Workshops

Educational workshops are becoming increasingly popular. As an advisor hosting an educational workshop, you know that the prospects that attend your event have a vested interest in the subject matter you are present. You will also eliminate “plate lickers” because there is no meal served. At Tarkenton Financial we have the industry’s most effective educational workshops.

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Roundtable Meetings

Don’t overcomplicate your marketing approach. A slight twist on your traditional dinner seminar, Roundtable Meetings are a great way to get in front of qualified prospects and make a deeper, more lasting impression. Our top producers are using roundtables to convert more attendees into appointments and write millions in premium. Contact Tarkenton Financial today to learn more.

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Websites

Whether you are just getting started building and online presence or have had a website for years, Tarkenton Financial can take your website to the next level. We offer templated websites for those just getting started or a premium custom designed website built by our in-house web development team. If you already have a website, we can also run an audit to make sure your website is firing on all cylinders and provide consultation on how to improve it.

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Video Services

If a picture is worth a thousand words what is a video worth? At Tarkenton Financial, we believe a video is worth a million people. Videos can increase your SEO (viewability online) and so we think it is important to have a video that will build rapport, inform your prospects of who you are, and most importantly build trust. We provide a production team to create, film, and edit a custom profile video for you and your firm. We have an example below. If you are interested in filming a custom video, call you Tarkenton Financial marketer today.

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Social Media Marketing

In this era, every advisor needs to have a presence on social media. The top preforming advisors can actually generate leads from their social media presence. This isn’t magic and it doesn’t happen overnight, however; Tarkenton Financial can help you accelerate your social media presence and even grow your inbound leads.

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