Looking for More Financial Planning Clients? Put Your Practice on the MAP…
Marketing Alliance Program:
Estate & Financial Planners Aligned for Marketing Success
Hi, I’m Kathryn Dunn, and I have a “Financial Planning Marketing System” that can help you generate a steady stream of new clients each & every month. You don’t have to reinvent the wheel; this system has been tested & proven to work for hundreds of practices like yours, nationwide.
Imagine… having a well-traveled road map — a complete marketing plan, including already-successful promotional materials — that remove all the guesswork…all the false steps…and all the wasted advertising dollars out of growing your practice.
That’s just what you get when you join K Dunn & Associates’ Marketing Alliance Program (MAP)…
We, at K Dunn & Associates, are the experts in estate & financial planning marketing. Our first client in the industry was the #1 Top Producer at SunAmerica Securities, back in 1990. He used our powerhouse seminar promotions to fill up his estate & financial planning events. He was also first in line to test a myriad of other marketing programs & promotions we developed as part of a complete “Pratice-Building System,” which has now been implemented by more than 750 MAP members, nationwide.
K Dunn & Associates organized the Marketing Alliance Program (MAP) to provide small practices with a comprehensive “Practice-Building System” that would otherwise be too expensive in a traditional agency relationship. Instead of paying a traditional ad agency thousands of dollars for just one ad, MAP members pay a low monthly membership fee — less than the fee you’d earn from one new client — for unlimited coaching, a complete marketing plan and all of the marketing programs and promotions that come with it — including a plethora of ads, direct mail pieces, social media campaigns, and fully produced seminars and webinars.
To get your practice off to a quick start, we highly recommend starting with public seminars or webinars. To find out why, watch this video…
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is one of the most sought-after marketing experts in the country today. During her career, she has coached more than 750 professionals on how to successfully grow their practices on minimal marketing budgets. Kathryn attributes her success to her unique training, education, natural instincts for business, marketing, and copywriting.
Kathryn obtained her bachelor’s degree in advertising from the University of Oregon School of Journalism, in Eugene, OR, one of the leading journalism schools in the country. She received her master’s degree in organizational communication (human communication) from California State University, in Long Beach, CA.
Kathryn began her career in Los Angeles at Grey Advertising, one of the largest ad agencies in the world, where she spent four years honing her skills in a traditional agency environment. From there, Kathryn was recruited to work with Jay Abraham, the highest-paid marketing consultant in America, where she established herself as a successful direct-response copywriter.
In 1990, Kathryn co-founded K Dunn & Associates, a marketing firm that guarantees results. Kathryn can guarantee results because she has a track record for writing ads that generate response. In fact, professionals across the country have paid thousands of dollars per month for the right to use just one of her "magic ads".
In 1992, Kathryn co-founded the American Academy of Estate Planning Attorneys. Academy members used her marketing programs, especially her powerhouse seminar promotions to fill up estate & financial planning seminars all over the country. In 1996, Kathryn sold her interest in the Academy while retaining her proprietary marketing materials. Since that time, she has developed and tested many more successful programs that are now part of her “Practice-Building System” and MAP membership.
It’s hard to get Kathryn out of the office because she loves what she does, but she also enjoys entertaining, playing golf with friends, and riding her Harley.
“…I Think it’s Voodoo!”
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Why Choose K Dunn & Associates?
Marketing that Works!
Unlike most marketing firms, K Dunn & Associates creates “direct response” advertising rather than “image” or “branding” ads. Image advertising is fine for large companies with large budgets, but it could bankrupt a small business that needs every advertising dollar to count.
K Dunn & Associates has systematized marketing. They follow a proven system to create turnkey marketing programs (advertising campaigns as well as all of the implementation tools and follow-up systems that it will take for new business to be retained). K Dunn’s ads reach the target market and compel an immediate and direct response that is trackable — every ad is tracked so their clients know they’re spending money on advertising that works!
There are two fields of study considered when creating a new ad: 1) Research in “direct response advertising” and the ingredients it takes to elicit an immediate response; as well as 2) Research in “human decision-making” and what type of information the target market needs in order to make a highly-complex decision — such as hiring a financial planning professional!
The Most Cost-Effective Lead Generation Methods
If you want to generate new business quickly, you’ll want to start with public seminars or webinars. Why? Because seminars/webinars are the most cost-effective way to attract new prospects from your community. Think about it… From the entire population of your marketplace, only a finite number of people are qualified prospects for your services.
The goal of advertising is to put the word out about your services, in a compelling promotion, and have people contact you to let you know they’re a prospect for your services. An offer of something free, like a free seminar/webinar, is a proven way to lower the barriers of resistance and get people to respond.
In addition, a seminar/webinar is a “safe” place for them to get to know who you are and what services you offer. A neutral venue, at a hotel or online, provides a safe place — they’re not stepping into the lion’s den, so to speak.
And wouldn’t you rather explain your services to a group of people, all at once, rather than spend the extra time to educate each prospect, one at a time? Talk about a time saver! And when they do come to your office, they’ll already know about your services and fees, so you’ll be able to concentrate on their personal situations and how you can help.
The Highest Seminar/Webinar Response in the Industry
Many professionals have tried seminars/webinars before with less than stellar results. However, K Dunn & Associates offers a time-tested & proven “seminar/webinar marketing system” that works.
When it comes to advertising and filling up seminars with qualified prospects, no one generates a higher response than K Dunn & Associates. Just listen to audio testimonials on our “Results” page. We will personalize one of our proven seminar/webinar promotions for your practice and place it in the media to generate the highest response.
We also provide the presentation in PowerPoint format, including a complete script, so you’ll know exactly what to do and what to say to motivate seminar attendees to schedule appointments after the event.
Database Marketing with a High ROI
Again, the purpose of advertising is to identify prospects interested in your services — and fill up your pipeline (your database). An effective promotion will get people to raise their hands and let you know they’re interested! The contact information for all of the people who respond should be entered in your database.
A good percentage will retain your services immediately. Those who do not retain your services right away are still prospects, but the timing may not be right for them yet. For these folks, you’ll want to send highly effective email & direct mail promotions, at least quarterly, to compel them to come on in and retain your services and refer other family & friends.
Free Phone Consultation
If you want to find out how you can attract lots more new business with marketing that works, schedule a free, 30-minute, phone consultation.