How to Market to Morgan Stanley Employees Using Email

Do you write articles for publication? Consider submitting them to one of the many prestigious brokerage houses that have an editorial department that might be interested in your work. In addition to the prestige that comes with having your work published, you can build a solid relationship with the people at Morgan Stanley that could lead to other opportunities. When pitching to the media, it is always a good idea to think of ways to differentiate your product or service from the competition. One approach would be to research the editorial staff of the publication you are submitting to and consider creating a list of top tier individuals who might be interested in your subject matter. You could then tailor your pitch to be of interest to these influential individuals. For example, if your product is B2C business to consumer, you might consider pitching to a CFO, Controller, or someone else in a corporate financial role. These are the people who can turn the tables of fortune in your direction and make your dreams of fame and fortune come true!

Step one: Start a business. Step two: Get rich.

So you’ve decided to become an entrepreneur and start your own business. Excellent! We’re so glad you’re taking the risk to follow your dreams and passions, and we wish you all the best on your journey.

Now that you’ve started your business, how can you make it successful? Hitting the ground running and building a brand for your business can help you generate sales in the long term – but you’ll have to learn how to market to customers using email.

Getting to know your customer

Before you begin marketing to Morgan Stanley, it’s important to understand your target audience’s needs and motivations. What are they looking for in a financial advisor or service provider? Once you know the answers to these questions, you will be able to craft an effective strategy for engaging with this audience. You might also consider using Google Analytics to gain deeper insight into your customer base. With this platform, you can track the activities of your website’s visitors and determine demographic information, such as a person’s age, gender, and location. This information can help you determine which products and services to offer, as well as assist you in targeting and analyzing your marketing efforts.

The power of personalization

One of the essential ingredients of a successful marketing campaign is personalization. In other words, instead of sending out a generic email, tailor your message to address the specific needs and interests of the recipient. To accomplish this, you might consider using a tool like HubSpot, which offers a robust campaign management platform that makes it easy to design personalized emails on the fly. Other marketing tools, like MailChimp, offer similar features and can also be used to create personalized emails. You can also design your own email campaigns using a service like Hootsuite, which offers a free basic account that you can customize with your own branding and design.

The top of the funnel (and beyond)

Now that you have a clear idea of how to market to Morgan Stanley, let’s take a look at the various stages of the customer’s journey – from initial discovery of your product or service to the point of purchase. This marketing funnel should incorporate all of your web content, including articles, case studies, and videos – everything that you can to make an impression on a customer. In the interest of keeping things simple, let’s consider the top of this funnel to be the webpage you’ve created or the product you’re promoting. Of course, this varies from product to product and might include additional materials like an eBook, whitepaper, or other types of content. The idea is to guide a potential customer to take the next step – to continue reading your content, to make a purchase, or to contact you for more information.

Discovery: Learn about the problem, identify the needs, and gain interest

When a potential customer arrives on your website after reading your article or viewing your video, you want to retain their attention and encourage them to take the next step. One way to do this is by providing helpful, informative content that answers their questions and addresses their needs. If you’re able to do this without selling your product or service, you’ll be able to engage your audience and possibly turn them into paying customers. This is also the stage where you can identify any specific, niche markets that might exist within your target audience and begin to develop a strategy for reaching these individuals.

Decision: Learn about the decision-making process, and gain interest and trust

After reading your webpage or viewing your video, a customer might still have questions about what you offer or whether or not they are interested in your product or service. In these instances, you can encourage them to take the next step by providing additional content that answers their questions. Just remember: Don’t go overboard and bombard a potential customer with information. Instead, provide just enough material for them to make a decision and convince themselves to purchase your product or service. This brings us to our next point.

Pricing: Learn about the pricing structure, determine the cost, and gain interest and trust

There’s no denying that money is often at the root of any type of conflict. When it comes to the financial services industry, especially, there is usually enough money involved that the desire to make a profit becomes the most prominent force within a salesperson’s mind. To counter this, it is essential to present your bottom line clearly and concisely without overstating your case. When presenting your price, be prepared to back it up with references, and establish confidence by providing additional resources on your site that give the buyer confidence that they are gaining a good value.

Features: Learn about the features and whether or not they are beneficial to the customer

Features can either make or break a product or service. If a potential customer is able to see something that benefits them, they will be more inclined to purchase your product or service. The catch is in the fact that not all features are created equal, so you need to be careful in determining which ones to offer and which to avoid.

Fortunately, you can also learn a lot from observing others in your industry. In the spirit of keeping things simple and clear, let’s consider this step to be the process by which you discern whether or not a feature is beneficial to the customer. In some instances, it might be best to incorporate a specific feature into your product or service (e.g., an app that allows for mobile access to your investment advice), while in others, it might not be (e.g., getting a free mobile phone charger because you already have a mobile phone).

Selling: Learn about the steps to take for the sale, deal close, and follow-up

So, you’ve established a good rapport with a potential customer and encouraged them to make a purchase. You’ve also gained their trust by providing them with helpful information and answered their questions. However, you still have one more step to take before receiving the big check you’ve been waiting for: Closing the deal and following up. After the sale, it is necessary to continue developing and strengthening the connection you’ve made. To do this, it is essential to follow-up with the customer and ensure that they received everything they needed from you. It is also important to monitor and measure the results of your marketing efforts in terms of branding, lead generation, and sales.

Hopefully, these tips on how to market to Morgan Stanley will assist you in becoming a more persuasive marketer.

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