Financial Advisors, Customer Retention and COVID-19

There’s no denying that COVID-19 is disrupting your ability to meet customers’ needs. However, it’s important to recognise that because of COVID-19, it’s likely that your customers needs may have changed. It this article, I discuss Financial Advisors, Customer Retention and COVID-19. Engage, engage, engage Engagement is more important than ever. Want to retain your clients? You need to stay …

How to create the right type of content for your customers

I’ve talked about the importance of content marketing for Financial Advisors in previous posts. Financial Advisors need to create content that is of interest to their leads at different stages their journey. In this post, I look at how to create the right type of content for your customers. Webinars Webinars are a great way to engage with your clients …

The Major Trends Caused by COVID-19 and how to Respond

It’s undeniable that as the events of the last few weeks have unfolded, every single one of our lives have been turned upside down. As travel comes to a virtual halt, schools close, and governments react, most of us find ourselves stuck in our homes to avoid and halt the spread of the novel coronavirus.  With this in mind, it’s …

How can Financial Advisors help in the fight against Covid-19?

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, …

How should financial advisors be using LinkedIn?

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 …

How to make email marketing work for Financial Advisors

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 …

Why content marketing is important for Financial Advisors

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 …

How can Financial Advisors attract a new generation of clients?

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 …

The most common marketing problems faced by Financial Advisors

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 …

L2W Digital Named a Top UK Social Media Marketing Company by Clutch

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 …