The Marketing SolutionA marketing blog specifically for independent advisers and financial advisory firms.
In order to create effective marketing campaigns it is important to understand the differences (and some similarities) in how each generation prefers to receive digital content. You may be surprised by what you learn!read more
In this part of this series Funnels for Financial Advisers, I will cover the details about the How-to of Lead Nurturing and provide you with the actionable steps, checklists, and templates to get you started.read more
Lead nurturing part encompasses the know, like, and trust process that I have talked about in the past and it is an essential step in getting someone from just looking around your website to actually becoming a client. People want to do business with people they are comfortable with. You have to nurture those leads.read more
There are two primary ways for lead generation. One is through referrals and/or centers-of-influence (COIs); these are based on word-of-mouth recommendations. But I am going to focus on your website and social media traffic, as these are things over which you have more control.read more
A lead is a person who has shown interest in your company in some way. It is a “potential sale.” They may come from website visitors, social media, or blogs. Based on their interaction with you (or your content) they are slightly interested in what you have to say. But how do you know if someone is actually a lead or just a visitor?read more
Marketing funnels describe how potential customers move from looking to buying. Advisors can and should use that concept. In this multi-part series, I will explain how advisors can gain more control over the funneling process. In this first part, I will define a funnel and why it is essential to your marketing strategy.read more
Here is a list of some of the podcasts I enjoy in my not so ample free time. I tend to listen to these as part of my morning routine, driving, or part of my evening routine. It also helps the time go by faster when I am doing dreaded chores around the house like...read more
A financial adviser’s website serves as a tool to build trust and create relationships with clients and potential clients. Very rarely will a first time visitor turn into a client right away. They are going to use your website to find out more about you, what doing business with you is like, and to form an opinion about you and your services – before even meeting you.read more
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?read more
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.read more