When operating in crisis mode, we understand priorities shift quickly, but marketing efforts should not fall to the wayside. Now, more than ever, RIAs need to communicate with clients more frequently – not only to keep them informed on opportunities and loss mitigation, but to also demonstrate thought leadership. To increase your visibility with clients, prospects, COIs and the media, we create customized plans using these tactics:

• Email Marketing. How often are you communicating with your clients during this ever-changing news cycle? Remember, clients need to be reassured during particularly sensitive times.

• PR & Advertising. With eyes and ears glued to the news, media outlets are seeking expert advice and opinions from financial advisors. Topics you can address are in high demand.

• Website. Do you need to add pages to collect COVID-19 related articles and resources? Are you sourcing white-label content you can use to post to your blog and share with clients?

• Social Media. Are you staying connected and sharing your news on social platforms? Some demographics rely on these channels to obtain their news.

Sound like too much to take on? That’s why we do it for you. The team at KSG has the tools and resources available to help you stay visible and top of mind with clients during uncertain times.

To learn more and get started, contact us today.