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The Plan
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About
The Plan
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UNCOVERING MARKETING BLIND SPOTS FOR FINANCIAL ADVISORS.

PERSONALIZED. EFFECTIVE. SUSTAINABLE.

 
 
 


ARE YOU MARKETING YOUR FIRM BLINDFOLDED? 

Are you so consumed with the day to day you can’t think about marketing your
firm?

Would you like to nurture your relationship with ALL your clients, not just the
20% that take up 80% of your time?

Do you have ideas of WHAT you want to do with your marketing, but don’t know HOW
to get it done?

Does the idea of finding new leads feel like a distraction?

 
Schedule a Call

 “I have tried multiple marketing solutions over the years. Tim’s counsel,
expertise and commitment to execution have been by far the best I have
experienced in my 25+ years in this industry.”

Jeff Blaser CFP®, CMT
Blaser Investment Management Group, Burlington, NC




COMMON MARKETING
BLINDSPOTS

“A monthly or quarterly newsletter is enough.” “Canned content is good enough.”
“Video is too complicated and time consuming.”
”Email is dead...it’s all about social media.” “I don’t need marketing, I only
focus on clients and referrals.”
“I’m not big enough for marketing. I’m too busy.”

Schedule a Call
 
 
Schedule a Call
 

“Before working with Discover Blind Spots we had no marketing plan or consistent
communication to clients. Mostly our actions were “off the cuff.” Now we have a
plan. We work with Tim and the team to create the content and they take care of
the rest. The response from our clients has been phenomenal! Clients have
expressed their appreciation for hearing more consistently from us through email
and video and it has proven to engage our clients more with new conversations.”

Kelsey D. Plummer CFP®, Financial Advisor, RJFS
Pursuit Wealth Strategies, Raleigh, NC

 

Take my quiz!



 


AN EFFECTIVE, SUSTAINABLE
MARKETING PLAN

 * A state of the art communication strategy to nurture clients and open
   relationships with prospects

 * Emails can be pre-written and automated...but personalized with your voice.

 * Develop customized campaigns to target both clients and prospects.

 * Incorporate video to clearly communicate your voice and message.

 * Track engagement to make sure your message is connecting.

 * Work one-on-one to develop YOUR strategy and monitor and adjust as needed.

“Discover Blind Spots is our marketing and client communication specialist. They
allow me and our team to focus on what we do best by creating strategies and
touch points for our clients and prospects to make sure we address all their
needs. Partnering with them has simplified the process tremendously!”

Scott Danner CEO, Financial Advisor, RJFS
Freedom Street Partners, Chesapeake, VA




3 SIMPLE STEPS TO CREATE YOUR STRATEGY

We Listen.

We Plan.

We Execute.

Schedule a Call

Phone: 336-214-8125

Email: Tim@discoverblindspots.com

Location: Burlington, NC