The Professional's Guide to Financial Services Marketing: by Jay Nagdeman

By Jay Nagdeman

5.0 out of five stars
A Real-World source for monetary advertising and marketing specialist

By John Hurley

As a thirty-five yr veteran of the monetary providers who has led the promoting efforts of numerous broker/dealers, i discovered this publication to be either informative and insightful. What makes this publication beneficial to the monetary companies specialist is that the writer is familiar with from first-hand event the original approach of monetary companies pros by way of advertising and marketing and promotion.

As I see it, the author's procedure is perfect for buying monetary execs to "loosen up" and look at many new rules. all the book's brief chapters addresses a unmarried advertising or promotional idea and encourages readers to think about its applicability of their company actions. the writer can pay specified consciousness to strategic techniques that may support create "relevant differentiation," and in addition bargains innovations on how a number of implementation ways may be tailored to be used in reference to monetary services. whereas a few of these ways can be "old hat" in different industries, many are nonetheless in early level adoption in monetary providers circles. internet online affiliate marketing deals an ideal instance of a effective advertising instrument that the monetary prone is simply commencing to discover. for this reason, the e-book stresses the severe value of the net and internet affiliate marketing to the way forward for our and provides feedback for powerful on-line marketing.

This e-book adopts the tone of a dialogue among monetary execs, instead of of a conflict cry to get rid of all of the conventional techniques in desire of something that's new and diversified. in its place, it discusses how each one new idea might be successfully built-in in several advertising tasks as a part of the continuing evolution of the monetary prone during this nation. it really is quite appropriate to the present instances as monetary providers agents search new beginnings. I hugely suggest it to a person within the monetary prone who's eager about taking their advertising to the following point.

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Extra resources for The Professional's Guide to Financial Services Marketing: Bite-Sized Insights For Creating Effective Approaches

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Responsive: OMDs do a lot of listening to obtain the constant feedback they need to keep in touch with customer attitudes, 15 16 9. 8. 7. 6. 5. 4. 3. GUIDE TO FINANCIAL SERVICES MARKETING track changes in behavior, identify trends and spot emerging customer needs. Insightful: OMDs understand that people crave positive change. In spite of repeated admonitions about everyone’s resistance to change, OMDs realize that people always hope for something better and believe that new concepts and approaches will have a positive impact.

The challenge for management is to provide the leadership required to displace the status quo and create a culture of opportunity. To compete effectively, financial services firms must become attuned to the market and adopt (and maintain) a market-driven focus on an organization-wide basis. Those firms that successfully develop a customer-oriented culture will be rewarded with enhanced opportunities for innovation, improved performance and incremental profitability. 4 Seeking the Outstanding Marketing Director Marketing directors shoulder a significant amount of responsibility and play a key role in helping their companies create relevant marketplace differentiation.

Marketing tactics determine how and where to say it. Experience shows that effective marketing requires strategic thinking more than it requires a big budget. Cost-effective marketing initiatives begin with a carefully crafted strategic approach that focuses resources where they will achieve the greatest returns. Unfortunately, many financial services executives fail to distinguish between strategically-oriented, integrated marketing programs and specialized marketing implementation activities.

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