* 17 YEARS *

One of the very first things we do with every new digital marketing client here at Midstream Marketing is to help them to find their voice amongst the sea of competition that they may be facing. Instead of simply producing the same, out-of-the-box marketing strategies for every financial firm, we work on an individual basis with each client to help them uncover their unique advantage. If you want your digital marketing plan to be successful, you need to take the time to discover this unique advantage that your firm has to offer. Without it, you will not be able to differentiate yourself from any other financial firm, and you will have nothing new to bring to the table.

Our Discovery Process

Through our in-depth discovery process, we are able to assist each and every financial firm we work with in finding the ways in which they stand out and are different. How are we able to do this? Through our carefully thought-out “Unique Advantage” questionnaire. We have taken the time to create a list of 28 questions that we believe cover all of the bases in this stage of discovery. We ask questions such as “Why should a customer buy from you?” or “How does your firm add value?” or “How do you measure success?” No question in our discovery questionnaire is trivial or pointless. Our aim is to find your value proposition as quickly and accurately as possible so that we are able to craft your digital marketing strategy around this.

Audience Avatar

Defining your audience is another crucial step in the discovery process. We have created another questionnaire of 21 questions that will help you determine your financial firm’s primary audience.  We ask questions such as “What are your ideal client’s personal goals?” or “Describe your ideal client’s emotions and personality traits” or “What problems do they have in their life?” These questions will help you design your ideal client avatar.

Why is this so important? Knowing your audience will help you craft your entire digital marketing and content strategy around them. You want to make sure you know their pain points and problems so that you are able to address them through every piece of content you create. If your main audience is wanting to save for retirement, you will want most of your content to reflex retirement planning as opposed to other things such as wealth management.  If you are not the one answering their questions or fixing their problems, they will look elsewhere to find what they need.

At the end of the day, we need to remember that a website is still really all about sales. You wouldn’t have a face-to-face meeting with a prospect and just try to pitch them some generic sales copy. You would want to try to find out their needs and wants, and then you would tailor your conversation around those. The same should go for every aspect of your digital marketing strategy.

If you would like to go through the discovery process with us, don’t hesitate to contact us. Schedule your free, 15-minute consultation with us today.

Rosemary Wendt Administrator
Christopher P. Wendt is president of Midstream Marketing, a digital agency that generates predictable leads for independent financial advisory firms. Over the last 10 years, he’s spent hundreds of hours applying the LeadGen Formula™, a proven method helping financial advisors generate more leads. You can reach him at cwendt@wendt.enterprises.

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