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Marketing a Financial Advisor

Discussion in 'Offline Marketing' started by dknauf90, Oct 16, 2012.

  1. dknauf90

    dknauf90 Registered Member

    Jul 14, 2011
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    extensive portfolio
    In my reality, y'all are just visiting
    I have limited experience in marketing offline. Any good ideas for a high roi?

    We are looking for people in San Diego that have a decent amount of money and preferably aren't working (although this is not necessary).

    He sells financial products (low risk and high risk places to invest your money) and life insurance as well.

  2. squidkai1

    squidkai1 Junior Member

    Mar 11, 2012
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    I would suggest possibly direct mail or cold calling, offering to do a seminar and showcase the financial products there.

    Good luck
  3. pj413

    pj413 Regular Member

    Mar 5, 2009
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    You could buy lists of people based on the demographics you're looking for. You could buy lists from "The Economist" magazine or "Fortune" magazine for people between 45-55 in the San Diego area who have a certain networth, for instance. You don't have to do direct mail, a lot of these companies will let you rent and mail their email database. You'll have to pay more per name because you're highly targeted, but it should still be doable.

    You can also look into doing Facebook ads. You can target by geography and age very easily. To find high networth people, you need to target keywords that high networth people might have as interests - Golf, boating, words like "private equity" or "investments," etc.

    You should also be able to buy leads. I don't know exactly how this works, but I believe there's a lead exchange network for financial leads somewhere.