Industries We Serve

Financial Advisors

Empower Your Financial Advisory Practice with Innovative Marketing Pro

Transform Your Client Engagement and Business Growth Strategies

Innovative Marketing Pro (IMP) is the ultimate tool for doctors seeking to streamline their marketing efforts, manage patient relationships, and boost practice revenue. Discover how IMP can revolutionize your medical practice at each stage of the Customer Value Journey (CVJ) with our comprehensive suite of tools.

Stage 1: Awareness

Tools: Social Media Posting, Blog Content, Paid Ads

  • Achieve Unmatched Market Visibility

    • Expand Your Reach: Utilize targeted social media posts and engaging blog content to capture the attention of potential clients.

    • Drive Traffic with Paid Ads: Leverage paid advertising to direct more prospective clients to your website, increasing your practice’s visibility.

  • Experience Remarkable Results

    • Increase Web Traffic: Attract more visitors to your site, expanding your potential client base.

    • Enhance Brand Recognition: Establish your financial advisory practice as a trusted authority in your field.

  • Overcome Visibility Challenges

    • Stand Out in the Financial Sector: Differentiate your practice with high-quality, targeted content.

    • Ensure Your Services Are Seen: Make sure your services reach the right audience.

Stage 2: Engagement

Tools: Online Communities, Email Campaigns

  • Build Trust and Engage Potential Patients

    • Engage with Prospective Patients: Participate in online communities and send regular email updates to keep your audience informed and engaged.

    • Provide Valuable Content: Share health tips, updates, and information that resonate with your patients’ needs.

  • Drive Remarkable Engagement

    • Boost Interaction: Encourage more engagement and interest in your services.

    • Build Credibility: Establish trust and credibility with your audience through consistent and valuable communication.

  • Eliminate Engagement Barriers

    • Maintain Interest Over Time: Keep your audience engaged and interested in your services.

    • Establish Trust: Build a solid foundation of trust with potential clients.

Stage 3: Subscription

Tools: Lead Magnets, Newsletters and Email Campaigns

  • Convert Visitors into Subscribers

    • Capture Quality Leads: Offer valuable lead magnets like legal guides or checklists to capture contact information.

    • Educate and Nurture: Use Newsletters and Email Campaigns to provide in-depth knowledge and build trust with potential clients.

  • Experience Significant Growth

    • Expand Your Email List: Grow your pool of potential clients to nurture and convert.

    • Attract Qualified Leads: Ensure leads are informed and interested in your services.

  • Conquer Lead Generation Challenges

    • Efficiently Gather Leads: Collect contact information from potential clients effectively.

    • Ensure Lead Quality: Attract leads who are genuinely interested in your offerings.

Stage 4: Conversion

Tools: Entry-Point Offers, Sales Funnels

  • Turn Leads into Loyal Clients

    • Offer Irresistible Deals: Use entry-point offers like discounted initial consultations to convert leads.

    • Guide Prospects Seamlessly: Lead prospects through the sales funnel with ease, turning them into paying clients.

  • Boost Your Bottom Line

    • Increase Conversion Rates: Turn more leads into paying clients with effective sales funnels.

    • Drive Revenue Growth: Experience steady sales growth from new clients.

  • Overcome Conversion Barriers

    • Reduce Friction in the Sales Process: Simplify the onboarding process for new clients.

    • Focus on Ready-to-Buy Leads: Prioritize leads who are prepared to engage and convert.

Stage 5: Excitement

Tools: Quick Start Guides, Bonus Features

  • Delight Your Clients from Day One

    • Provide Immediate Value: Offer new clients quick-start guides and bonus features to enhance their experience.

    • Build Long-Term Loyalty: Create a memorable first impression to encourage repeat business.

  • Generate Lasting Satisfaction

    • Enhance Client Happiness: Ensure clients are satisfied from their first interaction.

    • Encourage Repeat Business: Foster loyalty and repeat engagement.

  • Avoid Initial Disappointment

    • Prevent Buyer’s Remorse: Ensure clients feel confident and happy with their initial experience.

    • Retain New Clients: Keep clients engaged and satisfied from the start.

Stage 6: Ascension

Tools: Upsell Offers, Membership Programs

  • Maximize Your Client Value

    • Offer Additional Services: Provide upsell opportunities like tax planning or financial consulting.

    • Create Membership Programs: Develop membership offerings for recurring revenue.

  • Achieve Sustained Growth

    • Increase Client Lifetime Value: Generate more revenue from each client over time.

    • Establish Recurring Revenue: Ensure steady income with membership subscriptions.

  • Overcome Revenue Challenges

    • Boost Repeat Engagement: Encourage clients to engage with your services more frequently.

    • Stabilize Income: Mitigate revenue fluctuations with recurring payments.

Stage 7: Advocacy

Tools: Review Requests, Social Sharing Incentives

  • Turn Clients into Brand Advocates

    • Leverage Positive Experiences: Encourage satisfied clients to leave glowing reviews.

    • Expand Your Reach: Incentivize clients to share their positive experiences on social media.

  • Increase Referrals and Reputation

    • Boost Online Reviews: Enhance your brand’s online reputation.

    • Generate Referrals: Attract new clients through word-of-mouth.

  • Overcome Advocacy Barriers

    • Gather More Reviews: Increase the number of client testimonials.

    • Extend Your Reach: Utilize social proof to expand your audience.

Stage 8: Promotion

Tools: Affiliate Programs, Referral Bonuses

  • Drive Growth Through Referrals

    • Encourage Client Referrals: Reward clients who refer friends and family to your practice.

    • Offer Referral Bonuses: Provide incentives for clients who bring in new business.

  • Expand Your Client Base

    • Generate Steady Referrals: Ensure a consistent stream of new clients through referrals.

    • Build a Loyal Client Base: Reward clients who advocate for your practice.

  • Overcome Referral Challenges

    • Boost Referral Rates: Increase the number of referrals you receive.

    • Retain Loyal Clients: Keep clients engaged and rewarded for their loyalty.

Elevate Your Financial Advisory Practice with Innovative Marketing Pro

Innovative Marketing Pro offers a complete suite of tools to help you navigate each stage of the Customer Value Journey. From robust CRM capabilities and advanced marketing automation to comprehensive sales funnels and reputation management, our platform ensures you can manage and optimize every aspect of your client interactions. Choose Innovative Marketing Pro to save money, time, and stress, while making more money and improving overall efficiency and client relationships. Achieve sustainable growth with a holistic approach to your marketing and sales efforts.

IM Agency Services

Marketing Research

Paid Advertising

Direct Response Copywriting

Funnels and Automations

Marketing Automation

Business Development

Address & Phone

601 S. Harbour Island Blvd

Suite 109

Tampa Fl 33602

(813) 730-5856

We Design, Build, & Optimize Campaigns

Innovative Marketing Agency

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