HALO Client Marketing Guide [Best Practices]
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Marketing Strategy Overview + Timeline
Strategy
In addition to this initial launch guide, each quarter you’ll receive an update marketing guide with content relevant to clients during that specific time of year. The content is intended to enable you as the advisor to engage with your clients on topics relevant to the HALO assessment while also jumpstarting the health and wealth conversations that are critical to building deeper relationships and providing better planning.
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This guide helps you introduce the HALO assessment itself and encourage clients to take it and setup a meeting with you to review results.
Timeline
To maximize your subscription to HALO, you’ll want to start using it as soon as your assessment setup is complete. Below is a recommended timeline for introducing/launching HALO to your clients and prospective clients:
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This section contains links to canned social media posts for Twitter, LinkedIn, and Facebook. These posts include appropriate hashtags and shortened links as well as a link to any relevant graphics to be used beyond the images that auto populate from the post itself.
Twitter, LinkedIn, and Facebook Posts
Blog/Content Pieces
In this section you’ll find links to appropriate content pieces that you can repurpose for your own blog or website. You can also use these pieces as resources for any original content you may want to create.
HALO Blog Post: How We Can Help You Improve Your Financial Wellness [Best Practices]
Blog Post: Shifting from Retirement Planning to Longevity Planning [Best Practices]
Blog Post: Your Concerns Are Changing, So Should Your Longevity Plan [Best Practices]
Email Content
The following emails have been written for you to provide a framework through which you can adjust copy as needed to fit your practice while also including the most critical aspects of HALO that should be communicated to your clients.