Marketing Strategy—“The Drip Marketing Approach”

DJD Media takes the approach of engaging individual investors in a extended cycle of content emersion before moving the prospect to a decision to work with a financial professional—the Drip Marketing Approach.

Effective conversion in this approach takes a combination of multiple touches using multiple media to initiate and nurture a dialog with the prospects. The combination of these media and touches along with an effective messaging and commitment strategy will bridge the gap between the financial adviser’s closing process and the prospect's investment decision-making process. These touches will be well planned, to the right prospects, at the right frequency, using a consistent message with the right mix of offers in the right communication channels.

DJD Media will develop for the financial adviser an ongoing “drip marketing” program that involves a steady (but not intrusive) stream of e-letter communications, webinar invitations, special “peek previews”, engaging special reports, and vendor-agnostic research studies.

A successful new client marketing program is based on 3 key steps:

1.  Capture Investors: Every financial professional or financial services firm wants to attract new clients.  The key is to prospect and capture potential clients "voluntarily" into a active database that will allow you to build a relationship and begin to establish trust. DJD Media will help you build this database using a unique "content first" approach to capturing prospects, including list targeting, creative writing, content development and proper online fulfillment tools.

2.  Engaging Prospects: The key to making a captive database work is to build trust between your prospect (investor) and you the financial professional.  It’s critical for financial professionals to have frequent and consistent contact with potential clients through regular engagement devices including frequent e-mail letters, special engagement reports, paid advisory services, "mini-intensives", webinars and other online content emersion tools. DJD Media can put together  unique engagement programs for financial professionals take advantage of the "Drip Marketing" approach to the closing process.

3.  Conversion to Clients: Once a perspective client has been engaged and you have built trust, it is far easier to convert the prospect to a client. DJD Media will ensure that this last, but critical step is completed leaving the prospect who says “no” still wanting more.