LinkedIn Tips For Financial Advisors

​​​​​Are you using LinkedIn as part of your financial advisor marketing strategy?  You should be. Because if you only use LinkedIn as a passive digital CV, you’re doing it wrong and missing out on a lot of perks. In this post, I look at LinkedIn Tips for Financial Advisors. Financial Advisors and Social Media Social media is a time and …

Is offline marketing still relevant for Financial Advisors?

As digital technology has rapidly advanced over the last few years for financial advisors, so too has the marketing landscape. Thirty years ago, few would have anticipated a world filled with social media, smartphones, and novel marketing approaches such as SEO and PPC. As these have pervaded and developed, many financial firms are left wondering: is offline marketing still relevant …

Why your website needs backlinks

We’ve talked about SEO before, but one thing we haven’t covered is backlinks. Simply put, a backlink refers to a link from another website to your financial website. If someone writes a blog post and links to a resource on your website to give you credit, for instance, then that counts as a backlink. In this post, we look at …

How Financial Advisors can use Video Marketing

By incorporating video into their marketing strategy, many financial advisors are increasing awareness, boosting engagement, and creating greater avenues for ROI. It’s not too hard to see why video is so popular these days. For one thing, it’s an easy-to-digest format, and it’s why the world reportedly watches over 1 billion hours of YouTube videos per day. In this post, …

How to attract more prospects to your webinars

Webinars are a fantastic way for financial advisors to add value to prospective clients, demonstrate knowledge and showcase their expertise. They are also cost-effective to run and a very efficient way of communicating with large groups of people. Of course, every successful webinar needs an audience, here I look at how to attract more prospects to your webinars. Invite Existing …

3 ways Financial Advisors can improve their digital marketing

Digital marketing is only going to become more important in the coming years for financial advisors. Yet which tools are most effective, and how can you avoid waste by using them to maximum effect? In this post, we look at 3 ways Financial Advisors can improve their digital marketing. Most of these you will likely be aware of, such as …

Reasons why your lead gen isn’t effective

How can you generate more leads? It’s a challenge all financial advisors face. To be successful when it comes to lead gen, you need to check you’re getting the basics right. Try and spot where there may be room for improvement and look at ways you can better optimize and refine what you’re doing. In this post, we look at …

How to boost traffic with SEO

Looking to improve your website and increase the number of leads it generates? In this post, we look at how to boost traffic with SEO. If you’re looking to improve your website’s SEO ranking, there are some simple ways you can enhance your copywriting so your company gets the attention it deserves: How to boost traffic with SEO: Write Content …

Important Things To Remember When Emailing Prospects

Email is still a main form of communication for personal and business life. Marketing teams for large companies spend a large amount of resources on how to utilise email to generate leads, and so you should too. There are several key aspects that you must get right for successful email threads such as value creation, knowing your audience and the …

How to increase prospect quality over quantity

You might not hear too many advisors complain about having too many prospects. But, if you don’t know how to tailor your advice to them, you can’t increase your value, and your team is frazzled trying to keep up with your many prospects, you need to start thinking less about prospect quantity and more about prospect quality. In this post, …