Client Acquisition Cycle for Those Sponsoring Financial Wellness Programming in Their Communities

As a leading financial wellness company, our mission is to increase access to top-quality financial literacy education resources in communities across the country. To be able to scale quickly, we have designed our financial wellness campaign to include a sales and client acquisition cycle that produces a measurable ROI for financial professionals.

The NFEC supports every stage of the sales cycle for those in the financial services sector.

Objectives

  • Introduce New Relationships
  • Deepen Current Relationships
  • Shorten Sales Cycle
  • Increase Conversion Rates
  • Shorten Time spent with Unqualified Clients While Still Helping Them
  • Nurture Long-term Potential Clients (multigenerational, current unqualified)

How We Do This

We provide a comprehensive financial wellness program for your community and raise awareness about the campaign and your leadership. We address each point of the client consideration cycle:

Awareness

Cohesive Promotions, Advertising, Public Relations, & Direct Outreach.

Engagement

Interaction with the resources, website, or you may directly include these measures: usage, views, interactions. Quality Resources, Online Presence, and Team that Provides Information Your Neighbors Need.

Nurturing

Thoughtful Nurturing through Timely Communications and Remarketing.

Experience

Includes Diverse Participation Opportunities to Connect with Your Community.

Consideration

Measures in this section are focused on your brand, positioning, and gaining prospects’ trust.

Convert

Conversion to campaign participation is a social impact measure; conversion to your sales cycle, client acquisition, and referrals are business measures.

Advocacy

Measures advocates for the campaign on the social impact side; and promoters and referrals to your business as business KPIs.

Impact

Data Demonstrating that Your Support of Community-based Financial Wellness Makes a Difference.