All too many financial services firms view branding as simply having the most attractive color scheme and the largest logo. The fact is, the people you most want to reach are the ones least interested in what a logo looks like. What they do care about is their financial security, and knowing someone who can help them and their neighbors achieve it.

Through this campaign, you add your status as a financial wellness provider to your brand. And your actions, expertise, advice, and commitment create exactly the kind of branding that really means something – both to them and to you.

In a perfect marketing world, you’d have all the time, funds, expertise, and resources to develop an effective online presence campaign that gets new clients.

But of course, you don’t have any of that. Until now. That’s because our experienced digital marketing team provides you with a proven, sophisticated campaign designed specifically to position you online as a leader and expert.

One of the most common messaging missteps financial firms make is having scattered messaging – direct mail says one thing, email focuses on something else, and an entirely different campaign appears on social media. The result: clients have no clear idea of what the firm is about, and how it can help them.

The NFEC’s cause-based marketing program solves that by providing your firm with a unified campaign that reinforces your ability to help families achieve financial security. In short, they’ll clearly know that you are the one for them.

Timing is everything – especially when acquiring a new client. The problem, of course, is that there’s no way to know precisely when a specific window of opportunity will open.

The solution: Become recognized in the community at large as the person whose skills and commitment are focused on helping families and individuals handle their finances better. And that’s precisely what this campaign enables you to do.

So now you’ll always be in the right place at the right time.

Because community leaders and influencers are respected and know a broad range of people, they can be an excellent and consistent source of leads for you. So the question isn’t whether or not you should speak with these leaders, but why would they want to count you among their more important contacts?

Leading a cause that benefits your community makes you a vital source of advice and support for those leaders and members of their community who need financial wellness help.
So, in this case, it’s both what you know and who you know that matter.

Perhaps at no time in recent history have so many families – including those in your own community – had to deal with financial stress than today. Compounding the problem is the fact that most don’t know how to effectively deal with their dire situations.

But we know who the single best person is to help improve your community’s financial health: You. That’s because this program gives you the tools to provide you with skills, knowledge, and advice to assist families to navigate through these uncertain times.

One thing that is certain is that while you’re building a legacy of contributing to your community’s well-being, you’ll also be building your client base: one grateful family at a time.