What you don't see can hurt you.
 

Helping Financial
Advisors Effectively
Nurture Client
Relationships

A new marketing strategy
that works while you sleep!*

 
 
 
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 Are You Tired of Traditional
Marketing Strategies?

 
 

 Finally...An Effective, Sustainable Marketing Plan

 
 
  • A state of the art email automation system to nurture potential and existing clients.

  • Emails can be pre-written and automated...but personalized with your voice.

  • Develop customized email campaigns to target specific clients and services.

  • Track engagement to determine email open rates,
    links clicked, etc. to make sure your message is connecting.

  • Work one-on-one with your individual coach to develop
    your strategy and monitor and adjust as needed.

  • No need to add hours to your day or new team members
    to manage. We become your marketing partner!

 
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3 Simple Steps to Create Your Strategy

 
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Kind Words…

 
 
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Jeff Blaser CFP®, CMT
Blaser Investment Management Group, Burlington, NC

“I had never heard of ‘email nurturing’ until I was on a bike ride, complaining about all of the money I had spent with ineffective online marketing strategies, with my good friend Tim Riddle.
Tim mentioned a better way to reach new clients while continuing to nurture existing clients, and I was hooked! 
Finally a robust online marketing strategy where I did not have to learn a complicated piece of software or hire another staff member to manage.
Tim is creative, knows technology and a very hard worker. If you are interested in jump starting your online marketing strategy, I strongly recommend that you contact Tim.”



 
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About Tim…

 

Tim Riddle is the CEO of Discover Blind Spots whose purpose is to help leaders uncover blind spots within their organizations. He is also the co-author of a new book releasing July of 2019 entitled BLIND SPOTS: What you don’t see can hurt you. As a KEAP Certified Partner and a StoryBrand Certified Guide, Tim works with companies all over the world to develop a clear and compelling (blind spot free) message for their clients.

 
 
 
 

Resources

 
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*Frequently Asked Questions

 

How does it meet compliance and supervisory requirements?
Raymond James compliance has approved the use of Keap (formally Infusionsoft) for the marketing strategy of email automation. Each campaign email will provide a bcc to a dedicated email address for supervision and archiving purposes.


What are the requirements to get started?
Once you decide to move forward, follow the non-affiliated vendor policy to disclose usage of both Keap and Discover Blind Spots and receive applicable approval.


What data will you be using?
Client/prospect name and email address only.


Will you be accessing our data remotely?
Initial work can be done remotely but once contacts have been uploaded, all work will be done in your office.


Doesn't the content of the emails have to be approved?
Yes...but review of content has been quick. Usually within 24 - 48 hours.


How much of my time will it require?
As much or as little as you want. We have found that most advisors enjoy mapping out the strategy together but do not want to be consumed with the details of learning a new system. Our goal is to remove that burden from you and your team during implementation and afterwards.


What if I'm not a great writer for email?
No problem. That's what we do best. We can take that load off of you but still incorporate your voice to clearly communicate the values of your firm.


What if I'm not a technology geek?
We are not expecting you to be. We take care of that for you.


Who manages the strategy after we launch?
We will continue to work with you each month, monitoring the progress and making adjustments as needed along the way. You will always have a marketing expert working by your side.


Will we receive data to evaluate effectiveness?
Yes. Regular reports will be generated to show email open rates, links clicked, etc. to determine the effectiveness of your message.


Can we adjust the strategy along the way?
Yes...within reason of course:)


Can we use video within the emails?
Absolutely! We can shoot and edit all videos along with lots of other creative ideas we have up our sleeve. Our goal is to be the most versatile marketing partner you could have.


Can you help us with social media too?
Yes! Although email is the number one marketing tool and will continue to be for some time, social media has its place as well. We can work with you to develop a social media strategy that works with email.