Getting Ahead of CRM3 with a Content Campaign

Canadian clients will begin to see the new reporting style in January, and some advisors are getting ahead of the change to minimize surprise and reinforce trust. 

This advisor saw CRM3 as an opportunity not just to explain a complex regulatory change, but to improve his entire client communication and engagement process. We implemented the strategy in 3 key stages:

Stage 1: Blog and Email Setup

Our team designed a custom blog, integrated it into his site, and paired it with a seamless email management system. This provided a process to share original content and ensure it got to his client base.

This approach will also help direct more traffic to his website from search engines, client emails and LinkedIn.

Stage 2: Content Creation

We identified the most important aspects of CRM3 and built out several articles aimed at clarifying the value of advice and the relevance of our client’s unique approach. 

Paired with polished visuals, this content will help reinforce the advisor’s distinct value beyond investment fees. 

Stage 3: Communication Schedule

With all the pieces in place, our client could push out new content at regular intervals in the months leading up to the launch of Total Cost Reporting.

At a time when the cost of investing is being foregrounded, the role of this initiative is to ensure that the total value of a full-service advisory is just as clear to both new and existing relationships.