In an increasingly digital age, it’s vital for financial advisors to establish a robust online presence. Beyond just having a well-designed website, advisors need to be actively present where their potential clients spend their time – on social media platforms. In 2023, there’s one platform that’s proven especially invaluable for this profession: LinkedIn. In this post, I look at why …
How can Financial Advisors use TikTok (part 2)
TikTok is a short-form video platform with 698 million active users worldwide, an amount that tripled over the past two years. The largest age range of TikTok users is ages 10 through 19, however, 50% of users are over the age of 30, with 20% aged above 40. Here, we look at How can Financial Advisors use TikTok (part 2). …
Financial Advisors and Branding
As a financial advisor, you may not think branding is important – but a strong brand can be a great way to acquire and retain clients. Here, I look at financial advisors and branding. Knowing your audience Branding starts by knowing what clients want, as well as what they respond to. These aren’t always one and the same. In order …
What all Financial Advisors should consider when writing Facebook Posts
So, you’ve set yourself up on Facebook but not sure how, when, what or why you should be posting? Fear not, we’re here to help! It’s pertinent that you aren’t just pumping out content, but rather you are pumping out strong content that will drive more traffic. In this post, I look at what all financial advisors should consider when …
What are the essentials of a Financial Advisors marketing strategy?
As a Financial Advisor, your digital marketing strategy is one of the most useful tools in generating new leads for your business. However, it can be difficult to figure out which mediums and tactics are most beneficial for your specific business needs, and are worth investing your time and money into. In this post, I look at What are the …
The top lead generation strategies for Financial Advisors
So you want to grow your business and get more clients for your financial services firm? Of course you do! Here, I look at the top lead generation strategies for Financial Advisors. Blogging Creating a blog and keeping it active is a great source of lead generation for Financial Advisors. Creating blog posts that consistently provide answers to your target …
How to grow AUM using social media
As financial advisors rack their brains for ways to differentiate themselves and relate to a new generation of clients, one old-fashioned technique may be the answer: be a better communicator. Social media marketing is a relatively quick and easy way for advisors to better communicate with both prospects and clients, and an increasing number of advisors are using social media …
How Financial Advisors can boost their SEO in 2022
Looking for ways to improve your SEO? Want to get more from your marketing? In this post, we look at how financial advisors can boost their SEO in 2022. Invest in A/B testing With A/B testing, you take a specific page or post on your financial website and run two or three variations of it. On each page, you change …
Strategies to Generate Leads on Facebook in iOS 14
Apple’s iOS 14.5 privacy update has had an industry-wide impact on businesses that use web conversion events to optimize, target, and report using Facebook’s business tools, such as the Facebook Pixel. The update has allowed users to opted out of having their activity tracked across other companies’ apps and websites, thus preventing marketers from sending personalized advertising to those who …
Things every financial advisor should include in their e-newsletter
An e-newsletter is one of the best ways for financial advisors to engage their client base and encourage referrals. But are you using it to its fullest potential? In this post, I look at the 4 things every financial advisor should include in their e-newsletter. Present yourself as a thought leader For your e-newsletter to be a success, it needs …