Liberty Partners Financial Services, LLC, provides a framework of marketing and advertising that has been pre-approved for it's representatives.

These include letterhead, business card, and envelope layouts; a brochure layout; and web site formats with pre-approved formatting and content for you to personalize.

As a registered rep, you may create any marketing pieces that you feel will be beneficial to your business. You must have these pieces approved by Liberty Partners management prior to making them public. Contact our Marketing consultant Camrud Design Inc., for more ideas or to have them implement your ideas.

The main idea with advertising your business is to be consistent in your design and methodical in your approach. It is more effective to send the same marketing piece, or run the same ad many times than to send different pieces to the same person each time, or run a significantly different ad each week.

Mailing one piece to your target audience per month is a waste of your resources. Mail one piece for 4 weeks straight, then twice a month for at least a year until they bite. If they haven't bitten in that time, just send one per year, or drop them from your list.

The most important thing is to get your name out to the public. If they don't know you are there, they can't use your services!

Budgeting

A general guideline for advertising expenditure is to spend 15% - 30% of what you want to gross in income. So, if you expect to make $100,000 this year, plan on spending $15,000 in marketing and advertising. This percentage will go down as your career progresses because it costs less to retain existing clients than to find new ones. Also, the less you make, the higher percentage will need to be invested. Yes, invested. Your advertising is much more than an expense.