
Promote Your NEB Membership in Uncertain Times:
DIn a market meltdown, client emotions run high. Fear, panic, and anger wash over them like waves on a stormy sea. Some get paralyzed and have trouble making financial decisions. Others make rash moves they later come to regret. Another result is that they lose trust in large financial institutions. But they still need and want the services of a trusted financial advisor . . . you! In this environment, your NEB membership is a potent marketing resource.
Think about it. The global financial crisis was in part triggered by greed and poor risk management practices on Wall Street, worsened by lack of government oversight. If the current financial crisis has taught the public anything it’s that standards, accountability, and oversight matter. Although all three elements were lacking on Wall Street, they exist in abundance within the National Ethics Bureau. Your challenge: to make sure your prospects and clients understand why NEB membership is so special in these troubling times.
Here are some things to do immediately to effectively convey this message:
- Check all of your marketing materials and web site. Is the NEB logo featured prominently? If not, do so today. However, be sure to use our current logo and branding guidelines.
- Is your NEB membership included in your professional biography? If not, add it now.
- Have you set up a Professional Profile on our web site? It’s never too late to begin benefiting from this free promotional resource.
- Are you encouraging your prospects to confirm your background by calling our National Verification Hotline or by visiting our web site? This is a great way to check your prospects’ temperature, while helping them to make decisions in confidence.
- Are you positioning your membership in your seminar comments and visuals? This is an excellent way to make a strong impression on prospective clients.
The point is this: In an environment of uncertainty, people have lost trust in Wall Street. But they haven’t lost trust in you, their valued financial advisor. Make sure to preserve that trust by making the best use of your NEB membership.
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