Cut a week off your project schedule

by. Joe Swatek

I’ve worked on thousands of projects for financial institutions so I can say, in my experience, if there is a project delay it often falls under the Number One Cause. If you can eliminate or reduce this one factor, you could have your project ready sooner — sometimes weeks sooner.

This factor affects all types of advertising — direct mail, print ads, collateral materials, web pages. Once I tell you what it is, you’ll likely think, “Yeah, I knew that.”

The single biggest cause of project delays is the disclaimer copy.

Let’s overlook, for this discussion, the fact you should try to keep  disclaimer copy to a minimum if you want to prevent prospects’ distrust. So whether your financial services marketing project needs only a small amount of disclaimer or (unfortunately) pages of the dreaded stuff, how can you manage it and reduce its impact on your project schedule?

The simple answer is, get the compliance officer involved at the start of the project.

Here’s one method. Once you have your meeting where you lay out the details of your project, like product, rates, offer, length of campaign, and so on, go to your compliance person and hand over those details.

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