WHAT WE DO

Strategic Marketing Planning

A marketing plan is a living document which outlines where your marketing is now, where it needs to go and how you are going to get there. It includes a detailed analysis of your company and products strengths, weaknesses, opportunities and threats (SWOT), identifies your target market, outlines your objectives and details a plan of marketing activities that you can implement in order to achieve your objectives.

We can work with your team to develop and implement an annual marketing plan for your practice.

Branding & Collateral

We can manage the full life-cycle involved in developing hard copy communications such as brochures, newsletters & flyers. Each item will visually represent your brand and your business and project a positive and professional image.

Web Development & Management

Your practice website is an integral part of your business and serves multiple functions.

YMD will help you develop and maintain your website by completing some or all of the following:

Client Communications

E-Newsletter

This proactive and inexpensive form of communication is a great way to build and maintain a relationship with your clients. Customised E-newsletters are great way to increase brand loyalty, keep your business front of mind within your target market and increase traffic to your website & social media pages.

We can design, write and test your email communications as well as track, measure and report on readership response rate.

Show some examples of YMD created e-Newsletters here

Email Direct Mail

By using leading online SMS and Email Marketing software, we are able to produce automated email direct mails (EDMs) and SMS campaigns which fall within a spam compliant framework. We are also able to efficiently track and analyse these communications.

We will work with your team to develop a client contact strategy that is communicated effectively and yields great results. This activity will include segmentation of your client database, and then applying appropriate contact strategies to each segment.

Show some examples of YMD created e-Newsletters here or perhaps generic email image

Newsletters

We can work with your team to develop a quarterly practice Newsletter which can be mailed to clients on a quarterly basis. This would involve:

Social Media

When it comes to interacting online and engaging with people, Social Media has grown to be one of the most effective mediums online. Social Media is not just about communicating a message to another individual online, it is about influence, news referrals, market research, goodwill, generating content, promoting content and generating traffic, leads and revenue.

Social Media Marketing offers an exponential opportunity for Financial Planners to build their brands and their business.

We can work with your business to develop and maintain a Social Media presence that aligns with your practices business objectives and marketing strategy.

Client Research

Surveying your clients to establish what their needs are, how satisfied they are with your business, how they view your competitors etc. is very useful information and can be used to generate a more effective and targeted service as well as communication.

YMD can develop surveys online, distribute to recipients via email, collect and compile the results then provide you with a comprehensive report detailing the findings.

PR & Advertising

As a Financial Planning practice, surrendering your story into the public domain is an important and cost effective way of creating awareness about your services.

YMD can not only help you identify publicity opportunities but they can help make your story newsworthy, timely and interesting so it appeals to journalists and has more chance of being published.

Advertising

We can take care of planning every element of your print advertisements including design, content, targeted ad placement, rate negotiation and measuring ROI.

Event Management

Successful Financial Planning Events and Seminars can not only result in lead generation but can help position your practice as true experts within your field.

We can work with you to arrange all elements of your events including client selection, invitations, event co-ordination, attendee follow-up, presentation material and handouts.