Social media best practices for Financial Advisors

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 …

How to sell the value and outcomes of working with you

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, …

Lead Nurturing for Financial Advisors

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 …

How to use LinkedIn Connections in Marketing

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 …

How to create a LinkedIn Profile that converts

In the wake of COVID-19 and Lockdown 3.0, there’s never been a better time to invest in your online presence. For financial advisors, LinkedIn is a key place to be. In this post, I look at how to create a LinkedIn profile that converts. LinkedIn is the world’s largest professional network and, to date, has over 675 million active members …

Content marketing for Financial Advisors

Last week we talked about the importance of blogging for Financial Advisors.  When looking for a financial advisor clients begin their search online. According to Google, mobile searches about financial planning and management are up 70% in the past two years. While this shows a high demand for financial advice, your business still needs to stand out from other financial …

How a blog can help your financial advisor business during COVID-19

Now we’re in lockdown 3.0, it’s likely most advisors are looking for different ways to connect with their clients. COVID-19 has affected all businesses in some way. In this post, we look at how a blog can help your financial advisor business during COVID-19. Create more content When you create useful content, you not only add value to your audience …

How Financial Advisors can include Personalisation in Their Marketing

Digital marketing has given businesses more options than ever to connect with and delight their audience. Personalisation is one of the most powerful ways to do that, especially when it comes to email marketing. In this post, I look at How Financial Advisors can include Personalisation in Their Marketing. What is Personalisation? PersonaliSation is basically exactly what is sounds like – …

Website launch checklist for Financial Advisors

New year, new website? We understand that most financial advisors have little or no experience with website design, which can make updating your current site or creating a brand new one a very daunting idea. Here, we look at a website launch checklist for financial advisors. Add a website title Your website’s homepage is by far the most heavily weighted …

How Should Financial Advisors Market Themselves?

Most financial advisors that I speak with say that marketing is one of the biggest challenges that they face. Why? Because marketing is hard, even on a good day. Throw a pandemic into the equation and things get even tricker. In this post, I look at how should financial advisors market themselves? Two of the easiest ways to obtain new …