Why customer satisfaction surveys are important for Financial Advisors

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, …

social trends for financial advisors

Social trends all Financial Advisors need to take notice of

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 Financial Advisors can create a strong value proposition

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 …

Financial advisor differentiation

How Financial Advisors can differentiate themselves

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 …

Content marketing for financial advisors

Content ideas for Financial Advisors (who hate writing)

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 …

Why Financial Advisors need a contact strategy

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 …

how to improve lead generation via your website

How to improve lead generation through your website

If you’re not generating enough new prospective client leads from your website, it’s clearly a problem. In this post, we look at how to improve lead generation through your website. The job of your website Your website should be working for you, not just sitting there looking pretty unless maybe your main focus is client retention. The reality is that …

Digital Marketing Tactics for Financial Advisors in 2021

A few weeks ago I talked about Marketing Opportunities for Advisors in 2021 and Beyond. With the new year on the horizon, a lot of us are thinking about our plans and how to grow our business in 2021 and post-pandemic. Here, I look at digital marketing tactics for Financial Advisors in 2021 in order to maximise lead generation. Digital …

Why Financial Advisors need to ramp up their social media efforts

It’s never been more crucial for Financial Advisors to ‘go digital’ and that includes social media. Social media is proving the opportunity to change the nature of client relationships during the COVID-19 pandemic. In this post, we look at why Financial Advisors need to ramp up their social media efforts. During the COVID-19 pandemic, financial advisors who used social media …