It’s easy to forget the importance of customer reviews when you are on the other side of the transaction selling a service that you are proud of. Sure, you know that it’s amazing, but your potential customers don’t – to them, you are just another stranger on the Internet trying to sell them something. Here, we look at what is a review …
Are you targeting Gen Z and Millennials with your marketing? If you’re not, you should be. Financial advice can make a world of difference if you don’t know how to manage your money. And some generations seem to be more open than others to it. Here, we look at why are Gen Z and Millennials are seeking financial advice. Why …
It’s no secret that prospects are rarely ready to pull the trigger on a purchase right away. In fact, the journey from prospect to customer (or client) can often take months or even years. But with the right strategy, you can accelerate the process. You can educate leads on your services, provide information where it is needed, and form relationships …
No matter how good the information contained in an email is, it will be useless if no one ever opens it. While it’s important to ensure the content of your email is compelling, it’s just as crucial to catch the reader’s eye with a winning cold email subject line. In this post, I look at how to write cold email …
Webinars offer a unique opportunity for any advisor to take their marketing to the next level. In this post, I look at why webinar marketing is important for Financial Advisors. Low cost and convenient With minimal time, effort and costs, advisors can present to dozens or even hundreds of prospects at a time without having to rent a hotel meeting …
A financial adviser’s success revolves around the connections they make with their clients. Contact strategies are integral to this success as they help you maximise your existing client opportunities, build stronger connections and discover new ones. Here, I look at why financial advisors need a contact strategy. What is a contact strategy? In a nutshell, a contact strategy is a …
A recent study showed that 97% of consumers read online reviews for local businesses. Additionally, 85% of consumers trust online reviews just as much as a personal recommendations. Case studies are persuasive marketing tools that take readers on a journey to how you’ve helped an individual in their financial strategy. They’re invaluable assets that can move those who are on …
If you’re not generating enough new prospective client leads from your website, it’s clearly a problem. In this post, we look at how to improve lead generation through your website. The job of your website Your website should be working for you, not just sitting there looking pretty unless maybe your main focus is client retention. The reality is that …
SEO can be a confusing subject for financial advisors. There is a lot of jargon, multiple moving parts and constant technology updates. Here, I look at SEO for Financial Advisors: the basics and bust some common myths about search engine optimisation. What is SEO? SEO refers to “search engine optimisation”, which is the practice of using certain tactics to improve …
So, you’ve set yourself up on Facebook but not sure how, when, what or why you should be posting? Fear not, we’re here to help! It’s pertinent that you aren’t just pumping out content, but rather you are pumping out strong content that will drive more traffic. In this post, I look at what all financial advisors should consider when …
