Intention-Based Marketing to Build Your Ideal Business
Robyn Crane, CFP?
Author, Keynote Speaker, Podcaster. Helping Financial Professionals Make More Money & Help More People
Are you constantly working toward the same business goals, but never seem to reach them? No matter how much you hustle, it all seems just out of reach.
It’s frustrating. Maybe you even feel like you’re going backwards.
You know that one of your strategies or systems definitely isn’t working, but you don’t know which, why, or how to find it. There are so many moving parts in a business that you don’t know if you’ve found the root of the problem — or just another symptom.
It’s times like this is where you need to get on track.
Thanks to Shanna Goodman, you can get more clarity about your business with the AMP’D OnTrack Wheel. It’s a system Shanna created for AMP’D, where she teaches small business owners how to attract ideal clients through magnetic marketing strategies. With 16 years of business development experience, she knows what she’s talking about.
Essentially, there are six steps to the OnTrack Wheel: intent, insight, infrastructure, action, evaluation, and optimizing. Shanna and I walk through all of them on my podcast Growing Your Financial Business… The Woman’s Way , but I want to focus on that first one here —?
How to Market with Intention
Most of you are familiar with the typical marketing strategies in the financial industry: making your list of 100, cold calling all day long, and attending networking events as often as possible.
While these strategies can work, there isn’t much intention behind them except “get more clients” or “make more money.” Those goals aren’t specific or measurable, which can leave you feeling lost in your business growth.
Shanna gives the example of a landscaping company that she worked with. They told her they needed a website.
“Ok,” she said, “but what do you want to achieve?”
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After all, there are a lot of reasons to want a website — sales, information, visibility, etc. — and you don’t want to build out an entire sales page if all you need is a place to put your picture and address.
“We want,” they told her, “people to know we’re a real business. We’ve been doing this for 25 years now, we’re good at it, and we’re not just knocking on doors. We want to communicate that.”
Shanna agreed that a website would help them reach this goal, but they didn’t need to break the bank over it. They didn’t need to create the new Google — honestly, a basic website builder could probably do the job.?
But if the landscape company had not been clear on their intention, then they might have spent a lot more time and money on their website than necessary to achieve their goals and grow their business.
As a woman in finance, you can have the same level of intention in your own marketing. Instead of just taking the pre-approved materials the industry gives you, or even the marketing you created a few years ago, take a moment to assess the intention behind your strategies and what you’re actually trying to do.
If you can clearly visualize where you want your business to be, you’ll have more clarity on how to market it.
Get OnTrack, Stay On Track
“Intent” is only the first of the 6 steps on the AMP’D OnTrack Wheel. In the podcast episode , Shanna and I talk about the other five steps, as well as finding your ideal client and thriving on social media.
Check out the episode here !
Which part of the AMP’D OnTrack Wheel is an aha moment for you? Make sure to let me know in the comments.Inte