Everyone in financial services understands that advisors generate 75-90% of all their new business from referrals. That doesn’t mean they’re generating enough revenue however, as most advisors will tell you they want more referrals, more leads, more clients. In this post, I look at reasons you might not be attracting leads. You’re not selling a story People want stories. They …

Facebook advertising can be one of the most effective ways to reach your target audience. But it can also be incredibly overwhelming. In this post, I look at 5 tips for effective Facebook ads for Financial Advisors. Use the power editor Facebook has 2 ways you can input an ad. One through what is named  Ads Manager and the other …

To drive traffic back to your website, it’s essential that you create your own unique content. And blogging provides an excellent way to do that. In this post, I look at blogging for financial advisors. Identify who your blog is targeting What questions do your target audience typically ask you about in meetings? What is happening in the news that …

Hosting a client event is a great way to show appreciation for your existing clients, build a relationship by letting them get to know you on a personal level and meet new potential clients at the same time. In the wake of COVID-19, we look at how financial advisots can host virtual client events. What is a virtual event? A …

Thought LinkedIn wasn’t for you? With research showing that 45% of B2B marketers have won customers through LinkedIn, it might be time to think again. In this post, I look at how Financial Advisors can jumpstart LinkedIn lead generation. How to outshine the competition Levels of competition on LinkedIn are fierce, so it’s important you stand out from the crowd. …

A few weeks back, I wrote a post on how to build your email marketing list. In this post, I look at email marketing for financial advisors. The power of subject lines Subject lines determine whether or not your email will get opened. So the job of a subject line is to stand out in the inbox, grab the reader’s …

Your website is your shop window. Your prospects are currently taking to the internet to search for and find you. Your website must be set up to properly convert prospects who may be visiting you for the first time. In this post, I look at the elements in top converting financial advisor websites. It caters to a specific target market …

There is no denying that the COVID-19 pandemic is taking its toll on business and there is undoubtedly a recession looming. Brand marketing is essential for Financial Advisors to flourish post-COVID. In this post, I outline 3 marketing tips for financial advisors during COVID-19. Don’t cut your marketing budget Cutting your marketing budget in the short term can have long …

Email marketing is one of the best ways for financial advisors to connect with clients and prospects. But to get results from your efforts, you need to make email list building a priority. In this post, I look at how to build your email marketing list. Building your email list Previously, buying email lists was a common practice and could …

You want to generate more leads right? Of course you do. What if I told you I know of a way to make your lead generation work smarter, not harder? Want to find out more? I invite you to join me for a Facebook Ads for Financial Advisors Masterclass on 28th May, 4-5.30pm BST. During the 90 minute session, I …