The Marketing SolutionA marketing blog specifically for independent advisers and financial advisory firms.
Client onboarding is the process of welcoming new clients into your business, addressing their questions and concerns, and ensuring they understand all of the services available to them. It really is just a continuation of the conversation they have already been having with you during the nurturing or referral processes.
One of the biggest mistakes some financial advisors make is to assume that the onboarding process is part of their typical customer service functions or that it is just filling out some paperwork and you are on your way. This can lead to confused and frustrated clients – that won’t be clients for long.read more
Pretty pictures could cost you a pretty penny Stock photos are a great way to enhance your firm’s brand, but beware before you just copy and paste whatever picture grabs your attention from Google images – it could cost you! We live in a visual world – motivated and...read more
Submitting articles to other outlets is an important step of your content marketing strategy that should not be left unexplored. This allows you to reach an audience that you may not currently have connections with.read more
Financial advisors work very hard to create a certain image for themselves and their firm. It doesn’t matter how good your services are if nobody knows you exist or you have a poor online reputation.read more
As a financial advisor you have certain groups of people that receive keys pieces of information from you on a regular basis. Have you ever stopped to see if the recipients of your email can see everyone else’s personal information?read more
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