Focus on their specific pain points and offer relevant value

[monira khatun]

Email Marketing (Nurturing & Outbound)
Strategy: Build an email list through website sign-ups, content downloads, and event registrations. Segment the list for personalized nurturing.
B2C Nurturing: Send weekly newsletters with market updates, personal finance tips, invitations to workshops.
B2B Nurturing: Deliver targeted content (e.g., a series of emails breaking down a complex whitepaper), exclusive invitations to industry roundtables, or updates on regulatory changes.
Cold Email Outreach (B2B, with Compliance): For B2B, highly personalized buy bulk sms service cold emails to decision-makers (sourced compliantly) can be effective. (e.g., a case study).
5. Webinars & Workshops (Inbound)
Strategy: Host educational webinars (online) or in-person workshops on key financial topics. These are excellent for generating qualified leads who are actively seeking information.
B2C Topics: "Understanding Your 401k Options," "Investing for Your Child's Education," "Estate Planning Basics."
B2B Topics: "Fiduciary Best Practices for Retirement Plans," "Navigating M&A for Business Owners," "Optimizing Corporate Cash Management."
Lead Capture: Require registration with contact details. Follow up with attendees and non-attendees (who registered) with relevant resources.
6. Referral Programs (Warm Leads)
Strategy: Actively encourage existing satisfied clients (both B2C and B2B) to refer new prospects.
Incentives: Offer incentives for successful referrals (e.g., a small discount on fees, a gift, or a charitable donation in their name).