As a financial advisor, you’re likely always on the lookout for new clients. Client generation is tied to the quality of leads you’re generating. More quality leads translate to an increase in clients and ultimately profits. On the blog, I talk about different ways Financial Advisors can generate leads. In this post I’m going to focus on PPC and discuss …
Live streaming isn’t a new concept, but ‘going live’ on social platforms such as Facebook and Instagram is a fairly recent phenomenon that has been hugely popular. But how you can embrace it to communicate more effectively with your clients? Here, I look at Financial Advisors and live streaming. What is ‘Going Live’?Going live on Facebook and Instagram aims to …
While a value proposition describes how you create value, a USP (unique selling point) makes the case for why you’re the right financial advisor for your target market. Here, I look at Financial Advisors and USPs. What should a good USP do? The USP is typically a one-or two-sentence statement that should accomplish the following: How to use your USP …
Your website’s “Call-To-Action,” or CTA for short, is considered one of the most important parts of your marketing strategy. It is the motivator and the extra nudge that encourages your audience to start an interaction with you and your firm. Whether it means downloading a free offer such as an eBook, or signing up for a newsletter, when done correctly, your …
Google reviews are a great way to boost your SEO and can be an invaluable marketing tool. But they’re not always easy to collect. Here, I look at how financial advisors can get more Google reviews. How to get more Google Reviews It isn’t necessarily easy to attain a Google review; you simply can’t force a client to complete one …
Your website is the digital representation of your business. It’s a window into your vision and brand values that showcases the benefits of the financial services you offer to a potential customer. It’s imperative that your website makes a good first impression. Here, I look at How Financial Advisors can improve their websites for 2023. Focus on Design Your website …
“Retirement planning” Facebook ads can help you expand brand awareness, increase coverage and bring conversions, only if you choose the right Facebook interests and target your audience accurately. Facebook offers a unique set of values to financial advisors unlike any other online or offline marketing platform available today. Whether your goal is to fill up your next seminar, distribute your latest …
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 …
