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 …
Thought Instagram was just for selfies and influencer-paid promotions? Think again. Instagram can work for financial advisors, just like you! Getting the hang of using Instagram as a powerful marketing tool won’t be easy. But with a little bit of preparation and thoughtful execution, Instagram can become one of your favourite business marketing tools. Read on below to learn how …
Did you know that 47% of internet users read blogs every day? And that 91% of consumers want to see authentic content from brands? I talk about blogging a lot, but these numbers speak for themselves. But, while blog writing can be a great way to produce content and connect with clients and prospects, it’s easier said than done. Many …
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 …
