Given the text: You’ve probably heard of FOMO – fear of missing out but have you heard of JOMO – the joy of missing out? Reflecting on 2017 there have been numerous introductions to the social and digital space that it can start to become confusing, distracting and for some scary. I know Advisers that suffer from FOMO to the extent that they end up not actually implementing anything because their fear is so great. Is that you? JOMO’s may be joyful but is it to the detriment of their business?
Where should you focus your marketing efforts in 2018?
1. Work out where your ideal client ‘hangs out’/who they trust and make sure you develop a presence there too. Make sure you get noticed. If your perfect client can’t see you, how will they know you exist?
2. Make sure you engage with all your clients, the A’s, B’s, Z’s whatever you call them. In today’s’ world there is no excuse. Even a simple monthly e-newsletter can be sent to all your clients. The ‘top’ clients will appreciate it, and for the ‘bottom’ clients it will remind them that you are there and available to help them.
3. Your social footprint is essential. At a basic level make sure your online reputation, both company and individual, correctly reflects your brand and reputation. Great podcast interview with Jac Phillips talks further about this.
4. Be knighted. OK, maybe a little ambitious but awards whether industry related or not, carry a great deal of merit. They also give you another reason to communicate with your client base – always nice to partner with an award-winning/recognised business. I haven’t interviewed a client [of a financial adviser] yet who thought winning awards was terrible!
5. Fire your poor performing COI’s and recruit some effective ones. Far too many advisers spend far too much time and energy on COI’s who don’t refer – if they don’t refer, they are not a COI! Great podcast interview with Penny Elmslie talks further about this.
6. Become more social. People take advice from you primarily because they like you. People want to do business with people they like so, show them your personal side a bit more. I’m not suggesting you parade all your personal stories, events and holidays in front of your clients, instead use social media to inform them about the staff, introduce them to each other, and get social! Great podcast interview from Brittney Castro talks further about this.
7. Don’t be taken for a ride. This might not be you at all, but we all know businesses that have paid far too much and not got the return they were seeking. For example, Facebook advertising. Don’t think that boosting a post on Facebook is going to open the floodgates with ideal clients. Yes, Facebook advertising works, BUT it needs a plan, a lead magnet and much more.
8. Turn back time. Client seminars, client functions, COI lunches – they all still work. People still enjoy being treated to a nice meal, night out, educational sessions – don’t ignore the face to face functions!
For the JOMO’s out there, all of the above work, they are proven and practical, so please see how you can fit them into your business in 2018.
Based on the material, what are some practical and proven marketing strategies that financial advisers can use to attract and retain clients, and how can they be tailored to suit the individual preferences of their ideal clients?
Given the text: You’ve probably heard of FOMO – fear of missing out but have you heard of JOMO – the joy of missing out? Reflecting on 2017 there have been numerous introductions to the social and digital space that it can start to become confusing, distracting and for some scary. I know Advisers that suffer from FOMO to the extent that they end up not actually implementing anything because their fear is so great. Is that you? JOMO’s may be joyful but is it to the detriment of their business?
Where should you focus your marketing efforts in 2018?
1. Work out where your ideal client ‘hangs out’/who they trust and make sure you develop a presence there too. Make sure you get noticed. If your perfect client can’t see you, how will they know you exist?
2. Make sure you engage with all your clients, the A’s, B’s, Z’s whatever you call them. In today’s’ world there is no excuse. Even a simple monthly e-newsletter can be sent to all your clients. The ‘top’ clients will appreciate it, and for the ‘bottom’ clients it will remind them that you are there and available to help them.
3. Your social footprint is essential. At a basic level make sure your online reputation, both company and individual, correctly reflects your brand and reputation. Great podcast interview with Jac Phillips talks further about this.
4. Be knighted. OK, maybe a little ambitious but awards whether industry related or not, carry a great deal of merit. They also give you another reason to communicate with your client base – always nice to partner with an award-winning/recognised business. I haven’t interviewed a client [of a financial adviser] yet who thought winning awards was terrible!
5. Fire your poor performing COI’s and recruit some effective ones. Far too many advisers spend far too much time and energy on COI’s who don’t refer – if they don’t refer, they are not a COI! Great podcast interview with Penny Elmslie talks further about this.
6. Become more social. People take advice from you primarily because they like you. People want to do business with people they like so, show them your personal side a bit more. I’m not suggesting you parade all your personal stories, events and holidays in front of your clients, instead use social media to inform them about the staff, introduce them to each other, and get social! Great podcast interview from Brittney Castro talks further about this.
7. Don’t be taken for a ride. This might not be you at all, but we all know businesses that have paid far too much and not got the return they were seeking. For example, Facebook advertising. Don’t think that boosting a post on Facebook is going to open the floodgates with ideal clients. Yes, Facebook advertising works, BUT it needs a plan, a lead magnet and much more.
8. Turn back time. Client seminars, client functions, COI lunches – they all still work. People still enjoy being treated to a nice meal, night out, educational sessions – don’t ignore the face to face functions!
For the JOMO’s out there, all of the above work, they are proven and practical, so please see how you can fit them into your business in 2018.
Based on the material, what are some practical and proven marketing strategies that financial advisers can use to attract and retain clients, and how can they be tailored to suit the individual preferences of their ideal clients?
user
The text provides several practical and proven marketing strategies for financial advisors to attract and retain clients in 2018, tailored to suit the individual preferences of their ideal clients.

1. **Identify where your ideal clients hang out and develop a presence there**: Understand where your ideal clients spend their time online, what social platforms they use, what groups they belong to, and try to establish a presence there. This could be industry forums, social media groups, or specific websites that are popular among your potential clients.

2. **Engage with all clients, regularly**: It's important to regularly engage with all clients, not just the "top" ones, through a monthly newsletter or other forms of communication. This reminds them of your services and keeps your business at the forefront of their minds.

3. **Strengthen online reputation**: Work on your online reputation to reflect your brand and reputation accurately. This could involve updating your website, responding to online reviews, creating quality content about your services, etc.

4. **Award-winning reputation**: Winning awards, whether industry-related or not, can carry significant merit and can be a good reason to communicate with your client base.

5. **Foster effective client-of-influence (COI) relationships**: Identify your effective COI relationships and foster those relationships. COI's who refer business to you should be appreciated and nurtured.

6. **Showcase your personality**: Use social media to show your personal side. This can include introducing your team members on social media, sharing company news and events, etc. People often take advice from advisors they like and trust.

7. **Be mindful of marketing expenses**: Be smart with your marketing budget. Know what works and what doesn't. For example, while social media can be a powerful marketing tool, one should not simply "boost a post" on Facebook expecting a deluge of new clients. There needs to be a plan, a lead magnet, and much more.

8. **Value face-to-face interactions**: Although digital avenues are important, traditional client seminars, functions, and lunches still hold value. People often enjoy being treated to a nice meal or night out, especially when it includes educational sessions.

The strategies above can be adjusted to suit the individual preferences of your ideal clients. For example, if your ideal clients are tech-savvy, you may want to invest more in online reputation and digital marketing, while those who prefer face-to-face interactions may benefit more from client seminars and functions. It's important to understand your clients and tailor your marketing strategies accordingly.
assistant
Given the text: You’ve probably heard of FOMO – fear of missing out but have you heard of JOMO – the joy of missing out? Reflecting on 2017 there have been numerous introductions to the social and digital space that it can start to become confusing, distracting and for some scary. I know Advisers that suffer from FOMO to the extent that they end up not actually implementing anything because their fear is so great. Is that you? JOMO’s may be joyful but is it to the detriment of their business?
Where should you focus your marketing efforts in 2018?
1. Work out where your ideal client ‘hangs out’/who they trust and make sure you develop a presence there too. Make sure you get noticed. If your perfect client can’t see you, how will they know you exist?
2. Make sure you engage with all your clients, the A’s, B’s, Z’s whatever you call them. In today’s’ world there is no excuse. Even a simple monthly e-newsletter can be sent to all your clients. The ‘top’ clients will appreciate it, and for the ‘bottom’ clients it will remind them that you are there and available to help them.
3. Your social footprint is essential. At a basic level make sure your online reputation, both company and individual, correctly reflects your brand and reputation. Great podcast interview with Jac Phillips talks further about this.
4. Be knighted. OK, maybe a little ambitious but awards whether industry related or not, carry a great deal of merit. They also give you another reason to communicate with your client base – always nice to partner with an award-winning/recognised business. I haven’t interviewed a client [of a financial adviser] yet who thought winning awards was terrible!
5. Fire your poor performing COI’s and recruit some effective ones. Far too many advisers spend far too much time and energy on COI’s who don’t refer – if they don’t refer, they are not a COI! Great podcast interview with Penny Elmslie talks further about this.
6. Become more social. People take advice from you primarily because they like you. People want to do business with people they like so, show them your personal side a bit more. I’m not suggesting you parade all your personal stories, events and holidays in front of your clients, instead use social media to inform them about the staff, introduce them to each other, and get social! Great podcast interview from Brittney Castro talks further about this.
7. Don’t be taken for a ride. This might not be you at all, but we all know businesses that have paid far too much and not got the return they were seeking. For example, Facebook advertising. Don’t think that boosting a post on Facebook is going to open the floodgates with ideal clients. Yes, Facebook advertising works, BUT it needs a plan, a lead magnet and much more.
8. Turn back time. Client seminars, client functions, COI lunches – they all still work. People still enjoy being treated to a nice meal, night out, educational sessions – don’t ignore the face to face functions!
For the JOMO’s out there, all of the above work, they are proven and practical, so please see how you can fit them into your business in 2018.
Based on the material, what are some practical and proven marketing strategies that financial advisers can use to attract and retain clients, and how can they be tailored to suit the individual preferences of their ideal clients?
user
1. Know your ideal client: Understand where they hang out and who they trust for advice. Develop a presence on those platforms and engage with them regularly.
2. Monthly e-newsletters: Keep all clients informed and engaged, regardless of their level of business with you.
3. Build a strong online presence: Ensure your company and individual reputation are accurately reflected online. Consider industry awards to boost your reputation.
4. Focus on effective COIs: Spend time and energy on COIs who consistently refer clients to you, rather than those who do not.
5. Become more social: Use social media to showcase your personal side and build relationships with clients.
6. Be prudent with marketing expenses: Avoid overspending on marketing initiatives such as Facebook advertising without a solid plan in place.
7. Host events: Client seminars, functions, and COI lunches are still effective ways to build relationships and stay top of mind with clients.
8. Tailor strategies to ideal clients: Use the above strategies as a starting point and modify them to suit your individual clients' preferences.
assistant
Given the text: You’ve probably heard of FOMO – fear of missing out but have you heard of JOMO – the joy of missing out? Reflecting on 2017 there have been numerous introductions to the social and digital space that it can start to become confusing, distracting and for some scary. I know Advisers that suffer from FOMO to the extent that they end up not actually implementing anything because their fear is so great. Is that you? JOMO’s may be joyful but is it to the detriment of their business?
Where should you focus your marketing efforts in 2018?
1. Work out where your ideal client ‘hangs out’/who they trust and make sure you develop a presence there too. Make sure you get noticed. If your perfect client can’t see you, how will they know you exist?
2. Make sure you engage with all your clients, the A’s, B’s, Z’s whatever you call them. In today’s’ world there is no excuse. Even a simple monthly e-newsletter can be sent to all your clients. The ‘top’ clients will appreciate it, and for the ‘bottom’ clients it will remind them that you are there and available to help them.
3. Your social footprint is essential. At a basic level make sure your online reputation, both company and individual, correctly reflects your brand and reputation. Great podcast interview with Jac Phillips talks further about this.
4. Be knighted. OK, maybe a little ambitious but awards whether industry related or not, carry a great deal of merit. They also give you another reason to communicate with your client base – always nice to partner with an award-winning/recognised business. I haven’t interviewed a client [of a financial adviser] yet who thought winning awards was terrible!
5. Fire your poor performing COI’s and recruit some effective ones. Far too many advisers spend far too much time and energy on COI’s who don’t refer – if they don’t refer, they are not a COI! Great podcast interview with Penny Elmslie talks further about this.
6. Become more social. People take advice from you primarily because they like you. People want to do business with people they like so, show them your personal side a bit more. I’m not suggesting you parade all your personal stories, events and holidays in front of your clients, instead use social media to inform them about the staff, introduce them to each other, and get social! Great podcast interview from Brittney Castro talks further about this.
7. Don’t be taken for a ride. This might not be you at all, but we all know businesses that have paid far too much and not got the return they were seeking. For example, Facebook advertising. Don’t think that boosting a post on Facebook is going to open the floodgates with ideal clients. Yes, Facebook advertising works, BUT it needs a plan, a lead magnet and much more.
8. Turn back time. Client seminars, client functions, COI lunches – they all still work. People still enjoy being treated to a nice meal, night out, educational sessions – don’t ignore the face to face functions!
For the JOMO’s out there, all of the above work, they are proven and practical, so please see how you can fit them into your business in 2018.
Based on the material, what are some practical and proven marketing strategies that financial advisers can use to attract and retain clients, and how can they be tailored to suit the individual preferences of their ideal clients?
user
The text provides several practical and proven marketing strategies for financial advisors to attract and retain clients in 2018, tailored to suit the individual preferences of their ideal clients.

1. **Identify where your ideal clients hang out and develop a presence there**: Understand where your ideal clients spend their time online, what social platforms they use, what groups they belong to, and try to establish a presence there. This could be industry forums, social media groups, or specific websites that are popular among your potential clients.

2. **Engage with all clients, regularly**: It's important to regularly engage with all clients, not just the "top" ones, through a monthly newsletter or other forms of communication. This reminds them of your services and keeps your business at the forefront of their minds.

3. **Strengthen online reputation**: Work on your online reputation to reflect your brand and reputation accurately. This could involve updating your website, responding to online reviews, creating quality content about your services, etc.

4. **Award-winning reputation**: Winning awards, whether industry-related or not, can carry significant merit and can be a good reason to communicate with your client base.

5. **Foster effective client-of-influence (COI) relationships**: Identify your effective COI relationships and foster those relationships. COI's who refer business to you should be appreciated and nurtured.

6. **Showcase your personality**: Use social media to show your personal side. This can include introducing your team members on social media, sharing company news and events, etc. People often take advice from advisors they like and trust.

7. **Be mindful of marketing expenses**: Be smart with your marketing budget. Know what works and what doesn't. For example, while social media can be a powerful marketing tool, one should not simply "boost a post" on Facebook expecting a deluge of new clients. There needs to be a plan, a lead magnet, and much more.

8. **Value face-to-face interactions**: Although digital avenues are important, traditional client seminars, functions, and lunches still hold value. People often enjoy being treated to a nice meal or night out, especially when it includes educational sessions.

The strategies above can be adjusted to suit the individual preferences of your ideal clients. For example, if your ideal clients are tech-savvy, you may want to invest more in online reputation and digital marketing, while those who prefer face-to-face interactions may benefit more from client seminars and functions. It's important to understand your clients and tailor your marketing strategies accordingly.
assistant
<|system|>
 
<|user|>
Given the text: You’ve probably heard of FOMO – fear of missing out but have you heard of JOMO – the joy of missing out? Reflecting on 2017 there have been numerous introductions to the social and digital space that it can start to become confusing, distracting and for some scary. I know Advisers that suffer from FOMO to the extent that they end up not actually implementing anything because their fear is so great. Is that you? JOMO’s may be joyful but is it to the detriment of their business?
Where should you focus your marketing efforts in 2018?
1. Work out where your ideal client ‘hangs out’/who they trust and make sure you develop a presence there too. Make sure you get noticed. If your perfect client can’t see you, how will they know you exist?
2. Make sure you engage with all your clients, the A’s, B’s, Z’s whatever you call them. In today’s’ world there is no excuse. Even a simple monthly e-newsletter can be sent to all your clients. The ‘top’ clients will appreciate it, and for the ‘bottom’ clients it will remind them that you are there and available to help them.
3. Your social footprint is essential. At a basic level make sure your online reputation, both company and individual, correctly reflects your brand and reputation. Great podcast interview with Jac Phillips talks further about this.
4. Be knighted. OK, maybe a little ambitious but awards whether industry related or not, carry a great deal of merit. They also give you another reason to communicate with your client base – always nice to partner with an award-winning/recognised business. I haven’t interviewed a client [of a financial adviser] yet who thought winning awards was terrible!
5. Fire your poor performing COI’s and recruit some effective ones. Far too many advisers spend far too much time and energy on COI’s who don’t refer – if they don’t refer, they are not a COI! Great podcast interview with Penny Elmslie talks further about this.
6. Become more social. People take advice from you primarily because they like you. People want to do business with people they like so, show them your personal side a bit more. I’m not suggesting you parade all your personal stories, events and holidays in front of your clients, instead use social media to inform them about the staff, introduce them to each other, and get social! Great podcast interview from Brittney Castro talks further about this.
7. Don’t be taken for a ride. This might not be you at all, but we all know businesses that have paid far too much and not got the return they were seeking. For example, Facebook advertising. Don’t think that boosting a post on Facebook is going to open the floodgates with ideal clients. Yes, Facebook advertising works, BUT it needs a plan, a lead magnet and much more.
8. Turn back time. Client seminars, client functions, COI lunches – they all still work. People still enjoy being treated to a nice meal, night out, educational sessions – don’t ignore the face to face functions!
For the JOMO’s out there, all of the above work, they are proven and practical, so please see how you can fit them into your business in 2018.
Based on the material, what are some practical and proven marketing strategies that financial advisers can use to attract and retain clients, and how can they be tailored to suit the individual preferences of their ideal clients? 
<|assistant|>
1. Understand where your ideal clients "hang out" and develop a presence there. This can vary from social media platforms to local events and networking groups.

2. Engage with all clients, from top to bottom, on a regular basis. This can be done through personalized communications and regular meetings.

3. Monitor and maintain a strong online reputation, both individually and as a company. This can involve regular updates to websites, social media profiles, and online directories.

4. Participate in industry-related awards and be recognized by clients and peers.

5. Let go of underperforming centers of influence and recruit new, effective ones to increase referral-based leads.

6. Share your personal story and showcase your company culture through social media. This can help clients connect with you and build trust.

7. Avoid overspending on marketing strategies that do not work. Consider a tailored approach that takes into account individual client preferences.

8. Host traditional in-person events such as client seminars, client functions, and COI lunches. These can still be effective in building relationships and attracting new clients.
1. Identify where your ideal clients "hang out" and develop a presence there. This can be tailored by researching their preferred social media platforms, online forums, or events.

2. Engage with all clients, regardless of their status, with regular communication such as monthly e-newsletters. This can be tailored by personalizing the content to their interests and needs.

3. Maintain a positive online reputation by monitoring and responding to reviews and feedback. This can be tailored by actively seeking out feedback from clients and addressing any concerns or complaints.

4. Achieve industry recognition through awards and recognition. This can be tailored by researching and applying for relevant awards and recognition programs.

5. Fire poor-performing COI's and recruit effective ones. This can be tailored by setting clear expectations and performance metrics for COI's and providing ongoing training and support.

6. Show your personal side and build relationships with clients through social media. This can be tailored by sharing relevant and interesting content that aligns with your clients' interests and values.

7. Avoid overspending on marketing efforts that may not yield a return. This can be tailored by conducting market research and analyzing data to determine the most effective marketing channels and strategies.

8. Host client events and functions to build relationships and provide value. This can be tailored by selecting venues and activities that align with your clients' interests and preferences.
1. Identify where your ideal clients "hang out" and develop a presence there. This can be tailored by researching their preferred social media platforms, online forums, or events.

2. Engage with all clients, regardless of their status, with regular communication such as monthly e-newsletters. This can be tailored by personalizing the content to their interests and needs.

3. Maintain a positive online reputation by monitoring and responding to reviews and feedback. This can be tailored by actively seeking out feedback from clients and addressing any concerns or complaints.

4. Achieve industry recognition through awards and recognition. This can be tailored by researching and applying for relevant awards and recognition programs.

5. Fire poor-performing COI's and recruit effective ones. This can be tailored by setting clear expectations and performance metrics for COI's and providing ongoing training and support.

6. Show your personal side and build relationships with clients through social media. This can be tailored by sharing relevant and interesting content that aligns with your clients' interests and values.

7. Avoid overspending on ineffective marketing strategies such as Facebook advertising without a clear plan and lead magnet. This can be tailored by conducting market research and testing different marketing strategies to determine what works best for your ideal clients.

8. Host client seminars, functions, and COI lunches to build relationships and provide value to clients. This can be tailored by selecting venues and activities that align with your clients' interests and preferences.