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Successful marketing ideas for small town

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Aug 7, 2007 8:05 pm

I am considering several of the larger firms and I have been asked to fill out a marketing plan. I live in a small coastal town with many retirees and I am looking for creative strategies for a smaller market. I have been successful in a consultative sales role in the past, but I am not sure the best way to reach new clients in this small market.  Any suggestions? 

Aug 7, 2007 8:25 pm

Join the local Rotary (but only if you actually like community service), and always find a way to "be somewhere." Go to plays, serve on boards, play golf in a mixed league, etc.. I did it in a small town without cold calling which people around here absolutely hate.

Best of luck. Most importantly be patient and be prepared to starve for at least 3 years

Aug 7, 2007 8:37 pm

Have you read the topic: 500 days war by The Judge?  Read it.  Spend a few hours in the library gathering a list of business owners to contact and then go see them.  Walk in, introduce yourself as someone new to town and ask when the last time was that they reviewed investments with an advisor.

Small town people appreciate a face to face and rarely hear from advisors this way. 

Aug 7, 2007 8:47 pm

These are great ideas. Thank you so much for your help!

Aug 7, 2007 10:18 pm

[quote=LEAP]

Have you read the topic: 500 days war by The Judge?  Read it.  Spend a few hours in the library gathering a list of business owners to contact and then go see them.  Walk in, introduce yourself as someone new to town and ask when the last time was that they reviewed investments with an advisor.

Small town people appreciate a face to face and rarely hear from advisors this way. 

[/quote]

The 500 day war post is great. 

If there's a Jones office in that town with a newer broker, I'd bet the people there ARE used to FTF.  Just something to consider.