Below you'll find a list of all posts that have been categorized as “Lead Generation”
You finally get to grips with the latest in social media and then it all changes… sound familiar? Here, I provide a rundown of the social media updates financial advisors need to know about. Instagram now allows up to 5 links in bio Instagram users no longer have to decide on one external link to use in their profile, as …
Live streaming isn’t a new concept, but ‘going live’ on social platforms such as Facebook and Instagram is a fairly recent phenomenon that has been hugely popular. But how you can embrace it to communicate more effectively with your clients? Here, I look at Financial Advisors and live streaming. What is ‘Going Live’?Going live on Facebook and Instagram aims to …
Your website’s “Call-To-Action,” or CTA for short, is considered one of the most important parts of your marketing strategy. It is the motivator and the extra nudge that encourages your audience to start an interaction with you and your firm. Whether it means downloading a free offer such as an eBook, or signing up for a newsletter, when done correctly, your …
Your website is the digital representation of your business. It’s a window into your vision and brand values that showcases the benefits of the financial services you offer to a potential customer. It’s imperative that your website makes a good first impression. Here, I look at How Financial Advisors can improve their websites for 2023. Focus on Design Your website …
Customer satisfaction surveys can help financial advisors to understand their customers and improve loyalty, yet due to time constraints, they often fall to the bottom of the priority list. Here, we look at why customer satisfaction surveys are important for Financial Advisors. Happy customers are loyal customers Statistics show that happy, satisfied consumers are more likely to develop brand loyalty, …
Let’s face facts, social media isn’t going anywhere. For businesses, the benefits of social are endless: new business growth, increased competitive advantage, and an improved bottom line to name a few. For Financial Advisors, social media provides a unique opportunity to connect with clients and prospects. Here, I look at the social trends all financial advisors need to take notice …
How can you stand out from other financial advisors? The key is to create a strong value proposition and pick words that investors prefer. Here, we look at how financial advisors can create a strong value proposition. What is a value proposition? A value proposition refers to the value a company, or in this case, a financial advisor, promises to …
When it comes to standing out from the crowd, you must be able to communicate, demonstrate and quantify your value. In this post, we look at how financial advisors can differentiate themselves. Differentiation Criteria There are a number of factors financial advisors can differentiate themselves against. Firstly, advisors can focus on a specific niche or market segment. Or, you can …
Did you know that 47% of internet users read blogs every day? And that 91% of consumers want to see authentic content from brands? I talk about blogging a lot, but these numbers speak for themselves. But, while blog writing can be a great way to produce content and connect with clients and prospects, it’s easier said than done. Many …
A financial adviser’s success revolves around the connections they make with their clients. Contact strategies are integral to this success as they help you maximise your existing client opportunities, build stronger connections and discover new ones. Here, I look at why financial advisors need a contact strategy. What is a contact strategy? In a nutshell, a contact strategy is a …
