Collaborating with Independent Financial Advisers

Focused. Insightful. Creative.

 

Creative marketer and results-oriented business consultant with over a decade of experience delivering exceptional insights for financial professionals enabling them to create a consistent marketing presence so they can focus on the things that matter most to them.

Consulting

Do you need personalized coaching to give you direction and boost your marketing efforts without a long-term commitment?

Projects

Are you a financial adviser that needs to visually define your brand and expand your online presence?

Full Service

Do you want to build your financial advisory firms marketing and still have the ability to focus on the things that matter most?

Three Steps to Building Your Content

Writing holds enormous potential for financial advisors. The key is to create a continuous stream of valuable information for their clients, prospects and anyone else that may land on the post.

How can you transition the use of your content marketing to drive traffic, establish yourself as an expert and ultimately grow your business? That’s exactly what I’ll tackle in this article, highlighting three main steps: finding your voice, creating a routine and managing and monitoring your results.

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How to Brand Yourself as an Expert

Content is the foundation on which online marketing is based. Whether it is a social media post or a blog article, it reaches out to people and positions you and your brand as an industry expert.

According to a study by KISSmetrics, 96% of website visitors are just researching and don’t want to be contacted or begin a relationship. Website visitors come to learn, not to be “salesmanned.” They seek value, not an advertising message.

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Four Marketing Metrics You Should Track

Almost all financial advisors know the importance of client satisfaction. It’s a way of gauging what they are doing right and where they could use improvement when it comes to managing their firm. Most of them, however, have not thought about tracking other important data such as performance and marketing metrics.

Tracking this type of information can give a clearer picture of how a firm is doing not only with their business, but also with their marketing efforts.

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Don't Be Shy

Thank you for taking the time to look into my marketing services. If you still have questions, please feel free to reach out to me.

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