Marketing Efforts

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Sep 12, 2009 9:25 am

I've been building a war chest of marketing dollars with the new account and milestone bonuses Jones has been giving me. I plan to spend the cash when my branch is complete.



What has been the most effective for you?  What sucked?

Sep 12, 2009 9:42 am

While I was at Jones I used the muni bond rate cards with call lists and had some success in getting appts. Good talking piece for the initial call in my opinion.


Read your 30 day war post, sounded like you were very succesful at filling the pipeline,
Congrats, should see the payoff this month or next I'd guess.
G/L
DC
Sep 12, 2009 10:16 am
voltmoie:

I've been building a war chest of marketing dollars with the new account and milestone bonuses Jones has been giving me. I plan to spend the cash when my branch is complete.

What has been the most effective for you?  What sucked?

 
The newspaper was a total bust for me, TOTAL NADA ZERO.
Sep 12, 2009 10:59 am

Small city, did inserts and 1/4 page adds.

Sep 12, 2009 11:33 am
voltmoie:

I've been building a war chest of marketing dollars with the new account and milestone bonuses Jones has been giving me. I plan to spend the cash when my branch is complete.



What has been the most effective for you? What sucked?







Save those dollars for when you go Indy. Best advice I can give. I can't think of a single piece of marketing at Jones that brought me business.

Sep 12, 2009 12:47 pm
Moraen:




Save those dollars for when you go Indy. Best advice I can give. I can't think of a single piece of marketing at Jones that brought me business.





Really? I use their mailing lists to some effect. Follow them all up with a call, that sort of thing. But it brings to mind a broader question for you, since you are an independent ...



Jones comes complete with really, just a tsunami of absolutely beautiful marketing print tools that leave the likes of Emerald Publications/AdvisorSquare gasping for air. And of course, they are nearly free compared to what it costs in the indy channel. (In particular, the Advisory Solutions materials are top notch.)



Morean, as an Indy - who do you use for this stuff, at what kind of costs and how much do you use it?

Sep 12, 2009 12:55 pm

I hired a graphics design student at $8/hr to design all of my marketing materials. I use them quite often. She is phenomenal. I also have an agreement with a local print shop to print most things pretty cheaply.



Any time we need something new designed, she does it.

Sep 12, 2009 12:58 pm
LockEDJ:
Moraen:




Save those dollars for when you go Indy. Best advice I can give. I can't think of a single piece of marketing at Jones that brought me business.





Really? I use their mailing lists to some effect. Follow them all up with a call, that sort of thing. But it brings to mind a broader question for you, since you are an independent ...



Jones comes complete with really, just a tsunami of absolutely beautiful marketing print tools that leave the likes of Emerald Publications/AdvisorSquare gasping for air. And of course, they are nearly free compared to what it costs in the indy channel. (In particular, the Advisory Solutions materials are top notch.)



Morean, as an Indy - who do you use for this stuff, at what kind of costs and how much do you use it?





Not many indys I know who use Emerald since everything is the same. Most farm it out for much cheaper and get a more custom look for local graphic artists working out of there home.



Too bad Advisory isn't top notch.

Sep 12, 2009 1:11 pm
chief123:


Too bad Advisory isn't top notch.



Do you have performance based evidence to back up that claim or just your silly opinion?

EDJ #1

Sep 12, 2009 1:23 pm
chief123:

...Most farm it out for much cheaper and get a more custom look for local graphic artists working out of there home...





Pretty much what I thought; but on my first pass through my area, it seemed as if the local artists were pricey. Of course, those were agencies.



chief123:

Too bad Advisory isn't top notch.





Compared to ... and on what basis? Any client with $50K will be charged no more than 1.35%, monthly in arrears, inclusive of all fees including IRA and TOD, and rebalancing; with plenty of alternative portfolios and extensive due diligence on the mutual funds.



I think we can all agree that the available time frame doesn't warrant performance comparisons. So how is it not top notch?



This is not meant to be snarky nor sarcastic.





Sep 12, 2009 1:53 pm

I use a guy who does it as a side job, so not really in it for the income(maybe extra spending money), but has a 9-5 job during the day.



I have the latest sheet of all of the funds/etfs you are allowed to use. There are some sketchy funds still in there, and not a lot if any quality no load funds

Sep 12, 2009 1:55 pm
chief123:

I use a guy who does it as a side job, so not really in it for the income(maybe extra spending money), but has a 9-5 job during the day.



I have the latest sheet of all of the funds/etfs you are allowed to use. There are some sketchy funds still in there, and not a lot if any quality no load funds



So, you have no idea is what you are saying?  Typical of an indy piker.  Advisory Solutions is amazing.  EDJ #1

Sep 12, 2009 3:46 pm

You wouldn't know a "sketchy" fund if I hit you in the head with it.

 
Be a little (actually I mean a lot) less vague and make a statement that is actually measureable.
 
This is meant to be snarky and sarcastic.
Sep 12, 2009 5:19 pm
LockEDJ:
chief123:

...Most farm it out for much cheaper and get a more custom look for local graphic artists working out of there home...





Pretty much what I thought; but on my first pass through my area, it seemed as if the local artists were pricey. Of course, those were agencies.



[quote=chief123]Too bad Advisory isn't top notch. [/quote]



Compared to ... and on what basis? Any client with $50K will be charged no more than 1.35%, monthly in arrears, inclusive of all fees including IRA and TOD, and rebalancing; with plenty of alternative portfolios and extensive due diligence on the mutual funds.



I think we can all agree that the available time frame doesn't warrant performance comparisons. So how is it not top notch?







This is not meant to be snarky nor sarcastic.









Does that include the expenses within the mutual funds? I am just asking. Not mean to be snarky.

Sep 12, 2009 8:32 pm
LockEDJ:
chief123:

...Most farm it out for much cheaper and get a more custom look for local graphic artists working out of there home...





Pretty much what I thought; but on my first pass through my area, it seemed as if the local artists were pricey. Of course, those were agencies.



[quote=chief123]Too bad Advisory isn't top notch. [/quote]



Compared to ... and on what basis? Any client with $50K will be charged no more than 1.35%, monthly in arrears, inclusive of all fees including IRA and TOD, and rebalancing; with plenty of alternative portfolios and extensive due diligence on the mutual funds.



I think we can all agree that the available time frame doesn't warrant performance comparisons. So how is it not top notch?



This is not meant to be snarky nor sarcastic.









Lock - hire a student if there are schools near you. That is, if you go indy. When I left Jones, I took all of the samples of marketing materials. They sit at the bottom of a drawer. I thought I would use them for ideas, but it's interesting - when you make the move, you feel the need to write you own copy and publish your own stuff. Like I said - save your money volt.

Sep 12, 2009 11:02 pm
Moraen:

...   I took all of the samples of marketing materials. ....





Funny. I've been accumulating the same!