When it comes to standing out from the crowd, you must be able to communicate, demonstrate and quantify your value. In this post, we look at how financial advisors can differentiate themselves. Differentiation Criteria There are a number of factors financial advisors can differentiate themselves against. Firstly, advisors can focus on a specific niche or market segment. Or, you can …
It’s easy to forget the importance of customer reviews when you are on the other side of the transaction selling a service that you are proud of. Sure, you know that it’s amazing, but your potential customers don’t – to them, you are just another stranger on the Internet trying to sell them something. Here, we look at what is a review …
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 …
