Marketing is one of the core systems of The 1st Global MATRIX™. We teach CPAs and attorneys how to market themselves as financial advisors to their existing client base. We also guide financial planning professionals to a higher level of client awareness.
Even though your client relationships are strong, the right tone and messages must be delivered to achieve the desired results. Our proficiency is unmatched when it comes to marketing within an accounting or legal firm environment.
1st Global affiliates have access to a library of sample letters, postcards and seminars for building marketing ideas that work for their firms. In addition, we have developed the Ask Your CPAT, Ask Your Estate Planning AttorneyT and Ask Your Wealth Management AdvisorT marketing programs which include systematic invitational mailers, and awareness mailers.
You will also have access to a variety of tools from select product sponsors and receive discounts on third party resources like websites, newsletters, brochures and seminars. Once you have won over your existing clients, your excellent service to them will serve as a launch for marketing to new clients. Referrals are often the best way to get the kind of clients you are looking for. |
