Introduction
As a financial advisor, you need to
have a strong digital marketing plan if you want to build your business and
grow your client base. In this article, we'll discuss some of the best
practices for setting goals, using your website as a cornerstone of your
digital marketing strategy, building an email list and more.
Set
goals
Setting goals is one of the most
important things you can do to help achieve your vision. If you don't know
where you're going, how will anyone else know?
Before starting your marketing plan,
it's essential that you define your goals and objectives in detail. This will
help guide the rest of your strategy so that it aligns with what needs to be
done and when—and ultimately helps ensure that everything comes together at the
right time and place (and budget). It's also important not to worry too much
about what other people are doing; while they may have certain goals in mind,
they may not necessarily reflect yours exactly. Be ambitious but realistic!
Here are some examples:
- Fitness goals: "I want to lose 20 pounds by
December 31st."
- Financial goals related with retirement planning:
"I want my total portfolio value (including cash) at $1 million by
2020."
Use
your website as a cornerstone of your digital marketing
- Use your website as a cornerstone of your digital
marketing.
- Use it to attract new clients and educate them on the
benefits of working with you.
- Build trust with potential clients by providing
relevant content that supports their goals, objectives and questions.
- Help generate leads and sales by collecting information
about customers’ needs, preferences and lifestyle choices through surveys
on the site itself or via email blasts sent directly from within the
system (or both).
Build
an email list
Email is the most important channel
for financial advisors. It's also incredibly effective, cost-effective and
personal—and it can be accessed on your phone or desktop.
There are several types of email
lists you can build:
- The most basic type of list is an opt-in list of people
who have given you permission to contact them (like on a website). This
type of email address will automatically show up in your main inbox so
that you can easily track which users are active and inactive before sending
out any messages. If someone signs up using their real name and address,
then they're part-way through the process and likely interested in what
you offer; if not, they'll never see any ads because their information
hasn't been submitted yet!
- An additional step towards increasing engagement would
be creating an autoresponder sequence where subscribers receive a series
of emails from different sources over time without entering another
password again until something comes up (like when there's news about
something relevant). This could work well if done right - just make sure
not too many people unsubscribe accidentally since this kind
wouldn't really help anything except make things worse than ever
before."
Content
marketing
Content marketing is a way to
attract and engage potential customers. Content can be in the form of blogs,
videos, eBooks, infographics or other kinds of content that you create for your
website or blog.
Content marketing helps you build
trust with your audience by providing them with valuable information about what
you do and who you are as an advisor. It also allows them to engage with each
other online through social media networks like Twitter or Facebook which makes
it easier for them to find out more about what’s going on at their financial
planning firm. When people are engaged in conversation around specific topics
related to their needs (such as saving money), they are more likely than not
going somewhere else because they have found out something new there too!
Social
media advertising
Social media advertising is a great
way to reach your target audience and build trust with them.
Social media ads are more likely to
be seen by people who are interested in the content you're sharing, so it's
important that you're using the most effective methods for getting your message
out there. If you're going to use social media as part of your marketing
strategy, make sure that you have clear goals for each campaign—and then follow
those goals!
Social
media listening
Social media listening is the
process of monitoring social media conversations, and using that information to
help you find new clients and content. It's also an effective way to learn
about your competitors or influencers, so that you can stay ahead of them in
terms of what they're saying about your industry and how they're approaching
it.
For example, if someone posts a
tweet about how much he hates his job as an account executive at XYZ Company
(he does not), then this might be worth paying attention to—it could mean that
there are currently no other options out there for him within finance; maybe he
needs more training before he can consider making a change? Or perhaps another
employee has just quit because she couldn't handle working for their department
anymore? Either way: listen up!
Be
ready to invest in lead generation tools
Lead generation tools are a great
way to increase your business' reach and exposure. They allow you to target
potential clients by sending them relevant information, such as an e-book or
whitepaper that they may find useful. Lead generation tools also give you
access to HELOC data, which can be used in mortgage rate comparisons and other
financial calculations.
The best lead generation tools have
a wide array of features that make them easy-to-use while still giving you
enough control over how the process works so that it fits seamlessly into your
workflow without getting in the way of other tasks on your plate. For example,
some platforms allow users who sign up using their own personal information
(like their name) by default; others require some kind of invitation code sent
via email before someone can access certain features (such as submitting
leads). Some platforms offer free trials so users can test drive different
versions before committing fully—this is especially helpful if there are
multiple people working together on marketing campaigns but they don't want
everyone sharing their emails!
As
a financial advisor, you need to have a strong digital marketing plan if you
want to build your business and grow your client base.
As a financial advisor, you need to
have a strong digital marketing plan if you want to build your business and
grow your client base.
It’s important that your business is
established before starting a digital marketing campaign. If there are no
clients and revenue coming in, it will be difficult for you to invest in
advertising because it may cost more than what is being earned from existing
clients. You should also consider getting help from an experienced professional
who has experience in developing strategies for growing businesses through
online marketing channels like SEO (search engine optimization) and PPC (pay
per click).
Conclusion
As a financial advisor, you need to
have a digital marketing plan if you want to grow your business and build your
client base. This will allow for more leads to come in, which can help make
sure that each one of them is taken care of properly. By following these tips
and strategies, you can set yourself up for success!