Sell your services better than anyone with these six financial advisor marketing tips

As a financial advisor, marketing is crucial to your growth. When potential clients research online, you need to showcase a high level of expertise. That includes references, an online portfolio, and a professional business brand. Without these basic indicators in place, attracting new clients will be difficult.

Here’s the good news: the internet has made it possible to market yourself in big ways. A strong reference base and face-to-face networking are still the main ingredients, but more options are available.

Our top 6 financial advisor marketing ideas

1. Embody a unique business brand 

The first step to developing a marketing strategy is proper branding. Your business name, logo, and message should constantly be reinforced. Your brand needs to communicate a degree of professionalism, business ethos, and personality.

  • Hire a professional designer for your logo. This design will represent you, so take ample time to brainstorm.
  • Create a unique business name. Catch the attention of your clients right away.
  • Choose a tag line. Once you find the right one, run it by your business contacts for advice.

2. Learn search engine optimization practices (SEO)

For an effective online strategy, you need to know SEO. Why? Because you want customers to find you online. Creating a nice website is great, but it’s not enough. There’s a lot of competition out there for financial advisors. The key is to improve your placement in search engine results, especially in Google, Bing, and Yahoo!

  • Sign up for an online course. Copywriters and marketers frequently offer SEO webinars.
  • Start a blog to drive in targeted traffic (more on this below)
  • Consider pay-per-click (PPC) advertising on search engines.

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client-managerKeeping track of leads is an important aspect of every marketing strategy. Want to take your conversions to the next level? Schedule a free demo of our lead management software and turn leads into customers with less work!

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3. Create a professional and responsive website

Your website is a crucial piece of your online strategy. It’s the digital door that your leads will pass through. You want to catch their attention right away. The website should have a modern look—sleek, clean, and inviting. A potential client will most likely search for you online before making contact. What will she find?

  • Make sure your web design is responsive to every device—mobile, desktop, tablet, etc.
  • Invest in your website. Hire a professional to create a flawless, up-to-date site.
  • Always point web visitors towards one specific action (a free consultation, for example).

4. Promote your knowledge and expertise

You need to show off a little. Communicate your knowledge and expertise with a blog. Write about the topics your readers would find helpful and useful. You’ll be demonstrating your abilities at the same time. You can also research keywords your target audience searches for and include them within your content (an effective form of SEO marketing).

  • Develop a regular publishing schedule and stick to it.
  • Research topics your readers are searching for online.
  • Keep each post short and purposeful.

5. Leverage the marketing power of video testimonials

If you want your website to shine, start investing in video marketing. There’s no better way to peak your lead’s interest. Current clients giving testimonials on video is an extremely powerful tool which legitimizes your business immediately.

6. Manage your clients with modern technology 

Take your client relationship management (CRM) to a new level. If you’re spending too much time chasing leads, the rest of your business will suffer. Look into quality CRM software to help you manage your relationships. Automation is key to sales and marketing efficiency.

  • Set up drip campaigns for incoming clients.
  • Manage your referrers, leads, current clients, and past clients all in one place.
  • Set up automated follow-up emails.

 Is your financial advisor marketing efforts up to par?

Research professionals in your field and see what they’re doing. Do they hit all six points in this blog post? If you can manage to incorporate these tips into your everyday business, your lead generation will drastically increase. Financial advisor marketing doesn’t have to be complicated. Just focus on making your online presence stronger and the leads will start rolling in.

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client-managerKeeping track of leads is an important aspect of every marketing strategy. Want to take your conversions to the next level? Schedule a free demo of our lead management software and turn leads into customers with less work!

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We’d like to hear your opinion. What financial advisor marketing tips do you have to share? Let us know in the comments!