Case Study:
How a Financial Planning Firm on Long Island Has Built Trust and Earned Business By Offering a Video Binder to New Clients
Below we'll review three reasons why a similar piece will benefit your firm:
1. The Left Interior Contains a Folder for All Financial Documents, As Well As a Holder for Your Business Card
The flap makes it easier than ever for your clients to store all of their financial documents, while the business card holder gives the client(s) all of your contact information to schedule future meetings.
2. It Familiarizes the Client With You and Your Firm In a More Personal Manner
Let's face it - The local financial planning market is saturated!
It's highly unlikely that you're the only game in town, which means it's getting increasingly difficult to earn the trust of local customers.
Creating a piece like the above will not only benefit a new client in their ability to keep their financial documents organized - It enables them to virtually 'meet' you and your staff in a more personal manner than a traditional binder or folder would.
3. It's an Evergreen Marketing Piece
Your new clients aren't the only people your Video Binder will give peace of mind - It will give their clients, friends, and family members peace of mind, too, BEFORE they even contact you for your services!
Video Binders are a new form of marketing technology that catches the eyes of prospects and buyers alike. A visitor to one of your clients' homes or offices may see your piece sitting on their desk or on their shelf. This can lead to a conversation about what the piece is, who you are, and why your client chose you.
If done correctly (like the piece above), a Video Binder can bring you a heck of a lot more ROI in referral-based advertising dollars than standard binders, business cards, folders, and pamphlets ever will!