TikTok is a short-form video platform with 698 million active users worldwide, an amount that tripled over the past two years. The largest age range of TikTok users is ages 10 through 19, however, 50% of users are over the age of 30, with 20% aged above 40. Here, we look at How can Financial Advisors use TikTok (part 2). …
With the festive season and the New Year fast approaching, we thought it was the perfect time to talk about your marketing plan for 2023. Here, we discuss what will marketing look like for financial advisors in 2023? Helpful content is going to be key In August 2022, Google launched its helpful content update. So, what does this mean for your …
Optimising your website for SEO is vital to determine its success. Keywords are the foundation of search engines. Whenever you search for something on Google, you do it by typing keywords into the search bar — potential clients do the same thing whenever they look for a financial advisor. Here, we look at keywords and financial advisors. The basics of …
Personalisation is no longer just a nice element to add to your marketing plan, it’s now essential. Providing a personalised experience has become necessary to remaining relevant in a competitive marketplace where clients expect more than ever. Here, we look at why personalisation is important for financial advisors. Why personalise your marketing? Customers today are gravitating toward brands that they …
Customer satisfaction surveys can help financial advisors to understand their customers and improve loyalty, yet due to time constraints, they often fall to the bottom of the priority list. Here, we look at why customer satisfaction surveys are important for Financial Advisors. Happy customers are loyal customers Statistics show that happy, satisfied consumers are more likely to develop brand loyalty, …
While many advisors place a lot of emphasis on lead generation and prospects, client retention is rarely discussed, despite how crucial it is. Here, I discuss strategies Financial Advisors can use to boost client retention. Shout about your successes Don’t be shy when talking about success stories, as they’re a key driver to retaining clients. It helps your prospect and …
Let’s face facts, social media isn’t going anywhere. For businesses, the benefits of social are endless: new business growth, increased competitive advantage, and an improved bottom line to name a few. For Financial Advisors, social media provides a unique opportunity to connect with clients and prospects. Here, I look at the social trends all financial advisors need to take notice …
Search engine optimisation (SEO) is constantly evolving, meaning businesses, including Financial Advisors, need to keep up to date on all of the changes in order to stay ahead of the curve. It’s been a while since I’ve spoken to you about SEO, so I thought I’d provide an update on SEO for Financial Advisors in 2022. The way people are …
When it comes to Facebook, most businesses only focus on Facebook Pages and don’t think about Facebook Groups. In Facebook Groups (like ours), like-minded individuals come together on their own to share their common interests, making them a great place to engage with prospects. Here, I look at the benefits of using Facebook Groups for Financial Advisors. What’s the difference …
LinkedIn provides an array of opportunities for financial advisors to grow their network, build up their prospect audience, retain current clients and generate leads, especially via messenger. Here, I look at the key things every financial advisor should include in their LinkedIn profile. Think about your headline Creating your own informative headline enhances your searchability. LinkedIn allows you to include …
