Category Credits: 1 Practice Management Credit for FP Canada + 1 Professional Development Credit for MFDA

This course will first cover the 8 points: Lunch and Learn, Publish Newsletters, Host a Seminar or Webinar, Reach out to Journalists, Send out Cards, Speak at Meetings, Professional Website, Sponsor Youth Sports.

Then we will review various types of marketing material that can help advisors generate leads and keep their current clients informed. These include Advisor Website, Video Studio, Email & social media marketing, Semi-custom website, Search engine marketing, Digital advertising, E-cards and custom emails, E-newsletters & market summaries, Print marketing & newsletters, Workshops, seminars, and webinars, and Intelligent Prospecting.

Other marketing ideas that will be reviewed are: Ditch the general messaging, Find your unique value proposition and flaunt it, Optimize your website for your ideal client persona, Personalize your online presence, Be a resource matchmaker, Understand your clients' goals and motivations, Use a public relations approach, Host your own 'genius bar, Embrace technology, Write a book, Work smarter, not harder, Measure the right things, Be consistent, Don't be afraid to invest more, Be an advocate for your community, Hire a professional, If it's not broken, don't fix it.

Students must pass the final exam before a certificate will be issued.  

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