You might not hear too many advisors complain about having too many prospects. But, if you don’t know how to tailor your advice to them, you can’t increase your value, and your team is frazzled trying to keep up with your many prospects, you need to start thinking less about prospect quantity and more about prospect quality. In this post, …

Social media platforms like Facebook, Twitter, and LinkedIn are great for building your brand’s online presence and marketing to potential customers, but getting people to click through to your website can be a challenge. If you want your audience to take action, you need a clear strategy to increase click-through rates to your website where you can engage with them …

With over 2.6 Billion monthly active users, Facebook is the most popular social media platform in the world. One of the reasons why Facebook is so popular, especially for business owners, is because it allows you to make a custom audience based on four main categories, location, behaviors, demographics and interests. Better yet, you can retarget users who have already …

When used well, social selling can be a powerful lead generation tool. But what exactly is social selling? Is it the same as social media advertising or social media marketing? In this post, I look at social selling and financial advisors. What is social selling? Social selling is the process of building powerful relationships with qualified leads on social media by …

What makes a good website for a financial adviser? Which criteria do you use to “score” one? Some will argue that everything comes down to the user experience (UX), whilst others might say that the crucial matter is the website’s use of imagery. In this post, we look at key features of Financial Advisor Websites. Purpose Why should a financial …

Google Ads are often overlooked by Financial Advisors. However, they can work to improve return on marketing investment. Obviously, I believe Facebook Ads should be a part of your well-rounded marketing strategy, but Google Ads should definitely be in the mix too in order for you to gain warmer prospects and better leads as a financial adviser. In this post, …

By now, we all know the power of social media. Its influence is too big to ignore, so rather than fight it, you should embrace the capabilities of social channels to help connect you with your potential customers. In this post, I look at social media best practices for Financial Advisors. By being on social media, you’re letting your customers …

Sometimes, financial advisors make the mistake of talking too much about things that matter to them, not what matters most to their clients. Navigating an intangible service like financial advising can be difficult, and building a trusting, collaborative relationship is imperative. In this post, I look at how to sell the value and outcomes of working with you. Right now, …

You’re doing a great job at getting prospects… but what happens next? People want to do business with people they are comfortable with. You have to nurture those leads. In this article, we look at lead nurturing for financial advisors. Lead nurturing is the process of building relationships with a lead or a prospect. It is what you do before …

Last week, we looked at how to create a LinkedIn Profile that converts. In this post we look at how to use LinkedIn connections in Marketing. Lots of financial advisers love the idea of having a large network on LinkedIn – running into the thousands, perhaps. Yet as impressive as this sounds, what good does it do for you unless …