Writing + Marketing Case Studies | Financial Services Marketing

The best way to gain clients is to illustrate how your practice and services have helped other individuals. Case studies, also called case histories or success stories, provide a description of a problem and the solutions applied to this problem. They determine what solutions were useful and what actions were not. Case studies can work as testimonials or as experimental case studies. Testimonials are a client’s particular experience with your services and they detail how their problem was solved through your practice. Experimental case studies determine which actions were beneficial and which actions saw less success. Marketing these case studies have a great benefit for your practice.

The Benefits of Marketing your Case Studies

Case studies illustrate your expertise in your field. They demonstrate that you understand the issues faced in the financial planning industry, the associated factors, and potential solutions. Use case studies as examples of your knowledge. The more case studies that you produce, the more likely that they will illustrate your expertise, which will draw potential clients toward your practice.

Case studies are also endorsements for your company. Case studies that function as testimonials are direct endorsements that interest potential customers to your services. That is why marketing your case studies is important. Client testimonials function as a rating system for your clients. If your case studies give your services and solutions a 4.5/5, more individuals will be interested in your practice. These endorsements signify more leads.

How to Write Case Studies

Name the client and the service provided. With the permission of the client, state their first name in the case study. Along with the name, state the service that was provided to your client. For example, if your client used your financial planning tool, include this in the study.

State the purpose of the case study. Include the problem that your client faced during the case study. Then state why you were hired for the job. Following this, include the steps followed to solve the problem. Be as specific as possible! Your clients want observable results such as percentages, graphs, and other images to illustrate the success of your solution.

Market your case study. A case study is not beneficial if you do not market it. Use your social media platforms such as Facebook to reach out to other clients or you can do organic or paid search campaigns as well.

Case studies draw in potential clients to your practice. With the careful implementation of case studies as testimonials or experimentals, potential clients will be drawn into using your services.

Genivity is here to help. We place emphasis on helping advisors with goal-based financial planning that incorporates health wealth factors to provide personalized reporting. Genivity can assist you in determining the future costs of care, and provide you with more information needed to plan for future retirement. To learn more, sign-up for a demo with Genivity’s HALO.