In today’s competitive landscape, trust and credibility are paramount for financial advisors. Prospective clients seek reassurance and proof of your expertise before entrusting their financial well-being to you. One effective way to build trust and showcase your value is through client testimonials. Testimonials offer social proof, serving as powerful endorsements that can elevate your marketing efforts to new heights. Here, …
In an increasingly digital age, it’s vital for financial advisors to establish a robust online presence. Beyond just having a well-designed website, advisors need to be actively present where their potential clients spend their time – on social media platforms. In 2023, there’s one platform that’s proven especially invaluable for this profession: LinkedIn. In this post, I look at why …
Instagram Reels provide Financial Advisors with an opportunity to demonstrate who they are in a fun, easy-to-digest way and are a great way to boost your presence on social media. Here, I discuss why Financial Advisors should use Instagram Reels. What is a reel? An Instagram Reel video that can be up to 90 seconds in length. Creators can use a …
LinkedIn’s carousel posts feature seems to be all the rage at the moment. The feature allows you to share multiple pictures and is proven to drive engagement – plus, they’re favoured by the LinkedIn algorithm. Here, I look at why you should be making more carousel posts on LinkedIn. What is a LinkedIn Carousel Post? In 2018, LinkedIn launched a …
You finally get to grips with the latest in social media and then it all changes… sound familiar? Here, I provide a rundown of the social media updates financial advisors need to know about. Instagram now allows up to 5 links in bio Instagram users no longer have to decide on one external link to use in their profile, as …
A newsletter for financial advisors aims to fill prospects and clients in on any developments in a particular niche. Here, I look at how Financial Advisors can create better client newsletters. Firstly, determine who you’re targeting. Are you sending the email to current clients or prospects? What is the purpose? Think about the following objectives: 2. Be targeted in your …
Client testimonials are a highly effective form of marketing. Word-of-mouth advertising is a great way to build your reputation and attract new clients. With the rise of visual-driven platforms such as Instagram and TikTok, video testimonials are becoming increasingly important. But why? In this post, we explore why are video testimonials so important? 1.Video testimonials are a great way of …
Instagram is one of the top social media platforms in the world — but should financial advisors use Instagram? In short, yes! Instagram makes it easy for a business to find new clients with targeted marketing, gain insights into their audience, and begin building new relationships. Here, we look at how to make Instagram work for Financial Advisors. What should Financial Advisors post on Instagram? Whether it’s static …
LinkedIn Live Events allow users to broadcast live video on their profile, pages, and events. Here, we look at how to use LinkedIn Live for your next webinar. What are LinkedIn events? LinkedIn Events are best used for community building and allow you to bring together a curated audience. You can share your event’s unique URL through your channels, but the …
This year, LinkedIn is introducing some exciting new features, including enhanced video accessibility, improvements to Job Search, content analytics, and scheduling posts. Here, we look at LinkedIn Updates Financial Advisors need to know about. Job Titles Users can choose from a list of standardised titles, making it easier for employers to identify such professionals while these specialists can find positions …
