Financial Advisors and live streaming

Financial Advisors and live streaming

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 …

Financial Advisors and USPs.

Financial Advisors and USPs

While a value proposition describes how you create value, a USP (unique selling point) makes the case for why you’re the right financial advisor for your target market. Here, I look at Financial Advisors and USPs. What should a good USP do? The USP is typically a one-or two-sentence statement that should accomplish the following: How to use your USP …

How financial advisors can get more Google reviews.

How Financial advisors can get more Google Reviews

Google reviews are a great way to boost your SEO and can be an invaluable marketing tool. But they’re not always easy to collect. Here, I look at how financial advisors can get more Google reviews. How to get more Google Reviews It isn’t necessarily easy to attain a Google review; you simply can’t force a client to complete one …

How To Target Facebook Ads To "Retirement planning" Audience

How To Target Facebook Ads To “Retirement planning” Audience

“Retirement planning” Facebook ads can help you expand brand awareness, increase coverage and bring conversions, only if you choose the right Facebook interests and target your audience accurately. Facebook offers a unique set of values to financial advisors unlike any other online or offline marketing platform available today. Whether your goal is to fill up your next seminar, distribute your latest …

Here, we look at How can Financial Advisors use TikTok (part 2).

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). …

Marketing for financial advisors in 2023

What will marketing look like for financial advisors in 2023?

With the festive season and the New Year fast approaching, we thought it was the perfect time to talk about your marketing plan for 2023. Here, we discuss what will marketing look like for financial advisors in 2023? Helpful content is going to be key In August 2022, Google launched its helpful content update. So, what does this mean for your …

why personalisation is important for financial advisors.

Why is personalisation important for Financial Advisors

Personalisation is no longer just a nice element to add to your marketing plan, it’s now essential. Providing a personalised experience has become necessary to remaining relevant in a competitive marketplace where clients expect more than ever. Here, we look at why personalisation is important for financial advisors. Why personalise your marketing? Customers today are gravitating toward brands that they …

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, …

client retention strategies

Strategies Financial Advisors Can Use to Boost Client Retention

While many advisors place a lot of emphasis on lead generation and prospects, client retention is rarely discussed, despite how crucial it is. Here, I discuss strategies Financial Advisors can use to boost client retention. Shout about your successes Don’t be shy when talking about success stories, as they’re a key driver to retaining clients. It helps your prospect and …

SEO for Financial Advisors in 2022

SEO for Financial Advisors in 2022

Search engine optimisation (SEO) is constantly evolving, meaning businesses, including Financial Advisors, need to keep up to date on all of the changes in order to stay ahead of the curve. It’s been a while since I’ve spoken to you about SEO, so I thought I’d provide an update on SEO for Financial Advisors in 2022. The way people are …