Having just gone through what has probably been the most challenging week in any of our working lives, I thought it apt to draw up a post on how financial advisors can help in the fight against Covid-19. Few of us have experienced such a drastic and sudden change as we have in the past few days. During which time, …

As a Financial Advisors, if you are not using LinkedIn actively, you are missing a prime opportunity to grow your business. Although the social media platform has been around since 2002, it has gained renewed respect in recent years as more professionals are recognizing its value. In this post, I look at ‘How should financial advisors be using LinkedIn?’ Grow …

Email marketing is one of the most effective digital marketing strategies Financial Advisors can use when it comes to nurturing your audience. In order to reap all the benefits of email, though, there are certain elements you need to consider. In this post, we look at how to make email marketing work for Financial Advisors. Segment Your Audience Making list …

While some may see it as a ‘buzzword’, content marketing is still king, especially within the relm of financial services. In this post, I look at ‘Why content marketing is important for Financial Advisors’. Keep in touch with your clients Content marketing gives you a voice within the marketplace, amongst that of your competitiors. The content that you put out …

While you may have a whole host of ‘regular’ clients with whom you have dealt with for many years, it’s always important to keep an eye on the future. Attract the next generation of clients now, and you’ll secure your long-term future. But how can Financial Advisors attract a new generation of clients? Communication The way you communication with the …

I’ve said it a million times before and I’ll say it again, as a financial advisor, you face fierce levels of competition. To combat this, your marketing activities need to be first class. In this blog post, I look at the most common marketing problems faced by Financial Advisors and how to combat them. Getting people to visit your website …

Here at L2W Digital, we know it can be headache to focus on excelling in your sector while also generating meaningful leads to strengthen your pipeline of new business. That’s where we can help! Our sole focus is to help businesses generate more leads and sales using a predictable approach with our Lead Generation System. It’s a proven formula that …

The financial services sector is changing, and it’s changing quickly. The rise of new technology, including AI and IOT means that customers are now more connected than ever before. They’re also more clued up, and expect a service offering that is personalised to their needs and wants. In this post, I look at digital marketing trends in financial services. Omnichannel …

As a successful financial advisor, talking to new prospects and clients should always be high on your agenda. Referals are an important part of your business, but asking for them can be difficult. Finding the balance between presenting yourself and your services with an aim to make a sale down the line and being too pushy can be hard. However, referals …

A vast number of changes in the marketplace over recent years has meant that Financial Advisors now face more regulations, more challenges and increasing levels of competition. So how can you gain an edge in a seemingly crowded space? In this post, I look at ‘How Financial Advisors can gain a competitive advantage’. Adopt a digital first approach A lot …