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Market Planning Idea
 

Marketing Vision —
Getting It Right!

Marketing "vision" means looking at everything you do from a personal marketing perspective so everything you do is true to your vision. Think of it as your conceptual framework for offering your products and services — and yourself — to prospective on-profile clients over the long-term.

  • What are your best markets?

  • What makes them tick?

  • How can you position yourself most competitively?

  • How can you make the most of what you already have?

  • How do you build your name recognition and reputation, and stand out in the competitive traffic jam?

  • How do you approach qualified, on-profile prospects so they want to see you?

  • What should you say; what should you sell?

  • How can you service your business profitably?

  • How can you get on-profile clients to refer you to others in their group?

  • When will you review your market planning to be sure it's getting you where you need to go?

When you do business this way and are responsive to the language of your marketplace, special things start to happen. Your prospects and clients feel good about doing business with you. You begin selling more effectively and efficiently and, over time, you'll achieve deeper market penetration, more profits, more referrals, and a larger on-profile client base.

But remember — your vision is only as good as your ability to implement and sustain it. When financial services professionals get ahead of themselves by setting the bar too high, they can find it difficult to meet their clients' raised expectations, as well as their own.

Like a marketing strategy, your vision should be progressive, but realistic.

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Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.

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