Things every financial advisor should include in their e-newsletter

An e-newsletter is one of the best ways for financial advisors to engage their client base and encourage referrals. But are you using it to its fullest potential? In this post, I look at the 4 things every financial advisor should include in their e-newsletter. Present yourself as a thought leader For your e-newsletter to be a success, it needs …

Financial advisors and video marketing

86% of businesses now use video as a marketing tool. More importantly, 93% of marketers who use video say that it’s an important part of their marketing strategy. This is across all industries, but the personal nature of the advisory relationship lends makes video a key tool. In this post, we look at financial advisors and video marketing. Make sure …

How often should financial advisors email their database?

Many financial advisors who are just getting started with their digital marketing often ask, “How often should I email my database?” Like most things in life, there’s no definitive answer.  However, there a general rules that should be adhered to. In this post, I look at ‘How often should financial advisors email their database’? Don’t email too much Want to know …

How Financial Advisors can generate more leads

A question I’m often faced with when I talk with clients and prospects is ‘Hitesh, how can I generate more leads?’ The answer? The right lead gen strategy—and a commitment to some of the industry’s established best practices—can help you become more efficient in generating leads, building more significant ROI, and reducing your overall time commitment to marketing your business. …

Blog Post Topics Every Financial Advisor Should Have on Their Site

I often talk about how creating consistent content is key to increasing your online presence and generating referrals. But when it comes to your blog, what should you write about? In this post, I look at blog post topics every financial advisor should have on their site. What should you blog about? Every time I meet an advisor who hasn’t done …

Why is your about us page important

An ‘About Us’ page is expected from all websites regardless of industry, particularly financial advisors. This type of page is a great way of communicating to your audience that “this is who we are” and engaging financial services leads. Prospects will check your ‘About Us’ page to know more about you and the services you offer, so it’s vital to …

The key features every Financial Advisor website should include

Simply put, your website is your shop window. Through a website, prospects have the ability to evaluate and eliminate financial advisors even before even speaking with them. Your website provides an opportunity to tailor your story, to control the narrative and connect with prospects. In this post, we look at the key features every Financial Advisor website should include. Does your …

How can financial advisors increase website conversions?

Did you know your website can be a powerful conversion tool? In this post, we look at how can financial advisors increase website conversions? Check your website speed First up, to increase conversions, you need to check your website speed. One of the biggest hindrances to a financial advisor’s website conversion rate is its speed. The slower your site, the …

Why Financial Advisors should consider vlogging

“Vlogging” gives financial advisors the ability to share information in a more personal and engaging way.  In this post, we look at why financial advisors should consider vlogging. Video blogging – vlogging Digital marketing has become essential to connecting with clients and prospects, and video blogging, or “vlogging” gives financial advisors the ability to share information in a more personal …

The essential elements of a marketing plan for Financial Advisors

Business development is critical for any financial advisor – more business means a bigger bottom line. If you are a financial advisor wishing to expand your business, you need a robust marketing plan. It is time you start thinking outside the box and explore digital marketing strategies. Your prospective clients are going digital, and you should take your business to …