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 …
As a financial advisor, you may not think branding is important – but a strong brand can be a great way to acquire and retain clients. Here, I look at financial advisors and branding. Knowing your audience Branding starts by knowing what clients want, as well as what they respond to. These aren’t always one and the same. In order …
How can you stand out from other financial advisors? The key is to create a strong value proposition and pick words that investors prefer. Here, we look at how financial advisors can create a strong value proposition. What is a value proposition? A value proposition refers to the value a company, or in this case, a financial advisor, promises to …
If you haven’t guessed by now, we’re big on Facebook ads here at L2W Digital. Facebook is also one of the most affordable and effective advertising platforms out there, and offers advisors a great way to grow their prospects list. Here, I look at Facebook Ads for Financial Advisors. Why Facebook? Did you know that Facebook has the highest CTR …
Connecting on LinkedIn with prospects usually isn’t the challenge for financial advisors. Starting conversations is. In this post, I look at how financial advisors can use LinkedIn messenger effectively. Think about personalisation LinkedIn’s biggest purpose is networking. As a financial advisor, you want to make sure that you’re connecting with people relevant to your business or expertise. Show that you’ve …
