April 2009

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CLIENT SOLUTIONS


SABRINA WINTERS CHOOSES A BRANDED SOLUTION
 


Integrate  your marketing, build campaigns around one, big idea and add excitement through themed promotions. These strategies, incorporated into our Mother's Day campaign for women, spell success in bad times, and good times, too!

 

BUILDING A STRONG BRAND IMAGE WITH WOMEN

Marketing budgets everywhere are feeling the pinch of tough economic times. While it always makes good economic sense to to make every marketing dollar work hard, now is the time to make strategic moves that pay big dividends. This is precisely what Sabrina Winters of Charlotte, North Carolina did when she purchased the bundled workshop and brochure package, Marketing to Women. Her package included the workshop on "Women, Money & The Law," and the companion ready-to-print brochure, "Women & The Law," (see left).

Sabrina wisely chose to have the brochure customized with her law firm's color scheme and logo. This integrates her marketing and reinforces her brand to the valuable women's market, a strategy recommended by top marketing professionals. In fact, integration is one of the key success strategies for a recession, according to a recent Advertising Age article, "10 Principles for Bad Times that Work in Good Times, Too."

INTEGRATE MARKETING. Even in bad times, smart marketers know how to increase market share and position themselves for the recovery. Integrate your campaigns to connect with consumers ... Build campaigns around one, big, central idea -- and push the same message through all the marketing "pipes." ... Recognize the need to deliver value, and don't depend on price cutting alone. Where possible, add value and excitement through themed sales promotions. When executed right, they will help you maintain a price point, drive consumer behavior and increase market share.

When Sabrina contacted us, she already had a branded image working for her and a professional website. We were happy to incorporate that branding into her brochure, a move that adds value both to her brand and to her new marketing message for women. Other ways to build on that strategy would include targeted direct-mail designed to pull to a fun, themed workshop event AND to her website, where we could add market-specific content, workshop registration and lead-capture utilizing Sabrina's e-newsletter. These kinds of comprehensive, integrated strategies help you get the most from your marketing investment.

 

PRACTICE
MANAGEMENT


Recession Strategy: Focus Your Efforts on Key Markets

We have packaged everything you need to begin a year-round marketing campaign focused on women. Components include the workshop, Women, Money & the Law; companion brochure, Women & the Law; a comprehensive promotions guide, a three-wave direct-mail postcard campaign and follow-up, and even an online component for promotion, online registration and ongoing drip marketing.

P.S. -- Don't think you have time to pull this off before Mother's Day? Marketing to women is a year-round endeavor. We put this campaign together as a jump-start idea only. Let us know when you want to get started, and we will design a program to suit your needs! Give James a call now at 1-877-352-2021, ext. 0 to get started!

 

FOCUS YOUR EFFORTS ON KEY MARKETS
MARKETING TO WOMEN

Over the past few weeks, we've seen a few hopeful economic indicators that we may be at or near the worst of the recession, and ready to start turning the corner. Of course, no one really knows for sure. No question times are still tough and budgets are still tight. Another of the "10 Principles" from that Advertising Age article (see above) rings especially true for estate and elder law attorneys:

FOCUS EFFORTS. Not all companies/brands will survive this recession. Get back to basics and focus on your core business. Concentrate your efforts on product lines and brands that tie into major industry trends and offer both short- and long-term potential. By emphasizing the right products, at the right price, with the right marketing support, you will create a competitive advantage. (Philip H. Geier, Jr., former chairman-CEO of Interpublic Group)

Focusing your efforts to tap major industry trends with both short- and long-term potential is a savvy marketing strategy. But, how can you effectively (and affordably) put this strategy to work in your practice?

Market to Women
Women not only control 60% of the wealth in this country, they not only make 80% of the buying decisions, but they are the ones most likely to be centrally involved in a multi-generational transfer of wealth! Target women "of a certain age." By that, I mean those women in the "sandwich generation" between the ages of 45 and 65. They have come into an amount of their own wealth, are frequently responsible for the care of their parents (and their wealth), are still active and influential in their adult-children's lives, and are looking toward a future for their grandchildren. This is the "sweet spot" for estate planning marketing.

What Works in Marketing to Women?
Women respond best to marketing that taps into their social networks. This is why I am so excited about our Mother's Day promotion. With this unique campaign, you should be targeting that 50-something woman, encouraging her to bring her own mother and adult daughter (or niece, or girlfriend). Provide a social environment, tap into her social network. Make it fun. Partner with others who are targeting women -- such as upscale health clubs and spas, upscale retailers, salons. Choose your venue wisely, target your message, make it relevant and let women socialize. This is a strategy proven to work for women!

How Can IMS Help You Succeed?
First, we have packaged everything you need -- including your workshop, brochure, promotions guide, direct-mail postcard campaign and follow-up, and even an online component for promotion, online registration and follow-up.

Second, we have recorded a free webinar that will give you great insight, spark ideas, and could also serve as a terrific joint-educational program -- download the program and share it with your referral sources, just in case they need some encouragement to target this market.

Get Your Message Out To Your Target Market
We have professionally-designed a series of three promotional postcards, and another set of three follow-up postcards targeting women.

The quality of these postcards will make a huge impression on the women who receive them. See for yourself and request a FREE SAMPLE postcard mailed directly to you.

Hire us to help implement your campaign to women (whether during the month of May or beyond), and we will customize these powerful mailings, zero-in on the most appropriate lists for your practice, and ensure prompt, efficient follow-up so opportunities never slip away!

To learn more, visit our website: http://www.estateplanningpartners.com, or call James at 1-877-352-2021, ext. 0.

P.S. -- Don't think you have time to pull this off before Mother's Day? Marketing to women is a year-round endeavor. We put this campaign together as a jump-start idea only. Let us know when you want to get started, and we will design a program to suit your needs! Give James a call now at 1-877-352-2021, ext. 0 to get started!

 

 

 

 

MARKETING TIPS


Think Outside the (Outdated) Box

While building referral relationships is one strategy for practice development, it is not the only strategy. The time has come to move beyond that one-horse concept to a more comprehensive one. Especially if you want to reach women -- for whom trust, communication and customer service are the highest priorities, and among whom financial advisors rate very low on all of the above.

start thinking outside the box
financial advisors: to partner or not?

Joint marketing with financial advisors is a tried-and-true strategy that worked for many estate and elder law attorneys throughout the boom years ... and may require re-thinking today amid banking bail-outs, bonus scandals, crashing Wall Street, and disappearing retirement portfolios. The financial industry has taken a huge hit in terms of public opinion, trust and credibility. It may be time to consider adopting marketing strategies that do not necessarily involve financial advisors. In fact, now may be the time to differentiate yourself from the financial industry.

This is a new day, a new economy, and for many of you, a new marketing strategy.

While building referral relationships is one strategy for practice development, it is not the only strategy. The time has come to move beyond that one-horse concept to a more comprehensive one. Especially if you want to reach women -- for whom trust, communication and customer service are the highest priorities, and among whom financial advisors rate very low on all of the above.

Older women, those around age 50, are the "sweet spot" for marketing estate planning services. They are the "sandwich" generation -- they have come into their own, so to speak. They have wisdom, knowledge and experience. They have their own wealth, their own businesses, and they are frequently also responsible for their parents, involved in the lives of their children, and looking toward a future for their grandchildren. Win her heart, and you have won access to four generations and the opportunity to manage generational wealth transfer.

Messages that resonate with women in this category revolve around wellness, being fit & active, being financially savvy and responsible, and nurturing relationships. These women are keenly interested in maintaining independence, choice, dignity and preserving wealth for themselves and their families. They are responsible for helping their parents do the same, and often need help in getting that message across to the "older" generation. They are determined not to persist in the "no money talk" that they grew up with, and want to be sure their adult children are well-informed. Our Mother's Day marketing campaign taps into this knowledge, focuses on this woman, and invites her to bring her mother, daughter, niece or girlfriend to this social event. We encourage you to select the venue wisely and to partner with others who are already targeting this audience, such as upscale retailers, health clubs, spas, salons, and travel agencies. Bringing in a few "goodies," such as free chair massage or samples of moisturizer, etc., would make the event more fun.

This is an opportunity that truly does not require a financial partner. Instead, turn to IMS as your marketing partner. We will work with you to target your mailing lists, give you professional design, handle your mailings and even ensure prompt follow-up. All at a very reasonable cost that should ensure a substantial return on your investment.

This is not meant to disparage financial advisors, nor to imply that you should not continue to work together, but rather to suggest it may be time to start thinking outside of an outdated box, given the current public sentiment toward the financial industry.

 

 

SERVICE SPOTLIGHT


Professionally-Designed Direct Mail Marketing

Click the image above to request a FREE SAMPLE of one of our full-color, Jumbo-sized postcards.

targeted lists & direct mail post cards

We can get your message out to your audience with a professionally-designed three-wave postcard mailing! We offer one of the largest (more than 110,000,000 households nationwide) and most accurate consumer list services available. Our records are compiled by one of the nation's premier data providers--and tested, cleansed and combined to create the most accurate and comprehensive repository of consumer marketing information available. Our records also comply with strict legal and ethical considerations, including strict adherence to both state and national privacy laws affecting data compilation.

We can select your consumer audience by:

  • Homeownership status

  • Occupant income

  • Occupant status

  • Proximity to a specific location

  • Specific streets within a ZIP code

  • ZIP code and more

We also can tap into the lucrative market of women business owners! We can provide lists for everyone from non-profits to government agencies, manufacturers to retailers and franchises to financial services.

Our business lists:

  • Are 95% deliverable

  • Are compiled from nation-wide sources

  • Can be based on demographics, such as ethnicity, employee size, sales volume and more

  • Include 16.8 million records

With our guidance, you can get a laser-focus to your list, narrowing it based on a number of factors, to include:

  • Contact Gender

  • Credit Rating

  • Employee Size

  • Ethnic-Owned Businesses

  • Franchise Code

  • Number of PC's

  • Number of Years in Business

  • Sales Volume

  • Small/Home Offices

  • Specified Ethnicity

  • Square Footage

  • Women-Owned Businesses

It makes good sense to let the professionals at handle your direct-mail marketing campaigns, and turn your own energies (and those of your staff) toward better serving your clients (and making more money!).

 

 

COMPANY NEWS


IMS Branching Out to Better Serve New England

 

IMS BRANCHING OUT TO BETTER SERVE NEW ENGLAND
ESTATE AND ELDER LAW ATTORNEYS

 

Jennifer Campbell, VP/CEO
Integrity Marketing Solutions

I have a happy announcement to make. I am engaged to be married! I met a wonderful "Yankee" writer while running my half-marathon last October. We will be married on October 17, 2009. And yes, I will be changing my name from Jennifer Campbell to Jennifer Goddard.

Now, some of you may be wondering, how does this affect me? And why announce it here? Well, as it turns out, his "dowery" so to speak, includes a lovely Connecticut home near Hartford. Also (by Kansas standards) near New York City, Boston and all points East of the Mississippi. (ha ha!) We will be splitting time between Connecticut & Kansas, which opens up possibilities for us to better serve our New England-based clients.

I have spoken in the past to the New England Estate Planning Association, and would be available to do so again now. Also, if you are a member of a group in need of a speaker, or would like to discuss planning a workshop, seminar or firm retreat, please let me know. Finally, while it has been cost-prohibitive for me to do on-site consulting with you East-Coasters, it now could be done in a much more cost-effective manner.

So -- if you are in New England and would like to discuss on-site consulting, speaking, or workshops, please drop me a line at jennifer@estateplanningpartners.com or call me at 1-877-352-2021, ext. 3.

And, I am still "Jennifer Campbell" until October 17, when I will happily start signing off as "Jennifer Goddard."

Thanks! And I look forward to working more closely with those of you in New England!

 

 We are committed to excellence in the estate planning profession, and we want to be your trusted Estate Planning Partner.