The Marketing SolutionA marketing blog specifically for independent advisers and financial advisory firms.
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
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.read more
Great taglines stick in your mind and will forever be associated with the company it represents. A tagline tells potential clients something about you, your advisory firm and how you help people. It needs to be memorable and set the tone for your business. It may help some clients choose between you and another advisor and establish brand awareness.
How do you create the perfect tagline? Here are seven steps and guidelines that will get you headread more
Your business name is your firm’s first impression to the public and potential clients. Choosing a name is a critically important decision and choosing a good one drives revenue. Choosing a confusing name or one that is hard to understand will lead to spending as much time explaining your company name as in finding new clients.
A business name made up of your family name and the industry you work in can be just as effective as any other. For example, if your name is John Smith and you want to start a financial advisory firm, then calling your company “John Smith Financial” can be extremely effective.read more
Financial advisors need to provide cohesive client experience. They want to differentiate themselves by delivering superior service. They seek a consistent process of staying in contact, building relationships and keeping information organized and automated. Having and maintaining a client relationship management (CRM) tool is vital for financial advisors who want to build a solid client experience. A CRM refers to the practices, strategies, and technologies that companies use to manage and analyze customer interactions and data throughout the client lifecycle, with the goal of improving business relationships with clients, assisting in retention and driving sales growth.read more