How to market with dignity

Virtually every marketing vehicle available to you can be executed with the kind of style and dignity that matches you and your business. The reason you see a lot of bad marketing is because good marketing is frankly hard to do. It takes time. It takes work. And sometimes it takes a great investment to achieve the quality that takes the experience your clients have with you in person and extends it to your marketing.

When the marketing process is handled with thoughtfulness and care, the end result is a pipeline full of qualified prospects. (Photo: iStock)

When you do this successfully, a prospect who enters your business through this marketing will have a seamless experience with your brand from first impression all the way through years of service. 

In our space, as an appointment-setting firm, this is the first conversation that we often have with clients. Most advisors have had brushes with cold calling in the past, and by and large most of those experience are probably negative. Phone calls from off-shore sales associates turn off prospects. An untrained sales associate, regardless of the language they speak, doesn’t speak with the poise and professionalism that you want to be known for.

So you don’t cold call, and you don’t work with appointment setters because you’re worried about losing that dignity.

Here’s how we tackled that challenge:

• We use an extensive storyboarding process to capture an advisor’s story for our sales associates to use when they call.
• We train our advisors to speak as if they were sitting in your office, representing your business the way you want to be represented.
• We evaluate set appointments, asking advisors to rate how well they fit the target audience so that we can consistently bring in high value prospects that meet an advisor’s criteria.
• We provide sales coaching to advisors so that they can expertly tackle the unique sales opportunity that a set appointment presents.

When the process is handled with thoughtfulness and care, the end result is a pipeline full of qualified prospects.

The broader picture

You can take the lessons that we’ve learned from appointment setting and apply them to any of your marketing efforts, from your website to your drip campaigns. As you focus on sales and service, bring in experts that have the skill and the reputation to build marketing vehicles representative of your business. It might take more effort to reach the level of quality that you desire, but your brand will be better for it.

So rather than shy away from marketing for the sake of your dignity, use your standards to push your new business efforts to new heights. 

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