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9 Ways to Create Feelings of Belonging for Advisory Clients

03

Dec 2020

9 Ways to Create Feelings of Belonging for Advisory Clients

Last week, my financial advisor made a simple gesture, creating feelings of belonging within me. He sent me a box of chocolates. Really, Sharron? That’s not original. True. Yet, upon opening the box, I immediately felt a part of something. With one simple gesture, my advisor let me know I was a member of his community. Furthermore, he shaped a situation that spurred a thank you outreach from me. Ultimately, he created an environment I felt welcome in while building a client touchpoint for himself. Given this simple, yet fulfilling client experience, I pondered what else advisors could do to...

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10 Gift Ideas for Female Advisory Clients

06

Nov 2020

10 Gift Ideas for Female Advisory Clients

Whether it’s her birthday, anniversary or Mother’s Day, giving a small gift to your female advisory clients ultimately helps advisors deepen relationships. The most important part of the process is to let her know you’re thinking of her. Therefore, here are 10 ideas for financial advisors that won’t get you into regulatory hot water, and are easy to purchase and distribute. 10 Gift Ideas for Female Advisory Clients   #1 – Virgin Olive Oil – Most affluent women understand that virgin olive oil is good for them and their family. #2 – Flavored Teas – Perhaps she doesn’t drink tea....

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10 Questions to Gauge Advisory Client Perceptions

19

Jul 2020

10 Questions to Gauge Advisory Client Perceptions

When was the last time you considered how clients perceive you and the outcomes stemming from these perceptions? Without accurate information to base our decisions upon, our day-to-day business growth efforts will be inefficient. Therefore, before starting any new long-term initiative, first capture a clear understanding of your clients’ perceptions regarding your current situation. For example, here’s a simple list of probing questions to ask clients in order to determine whether they view you the way you want to be viewed:   Financial Advisor Client Perception Questions   #1 — What questions do you wish I’d ask? #2 — Are...

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How RIAs Can Increase Investor Sales Leads When Working with Freelance Writers

24

May 2020

How RIAs Can Increase Investor Sales Leads When Working with Freelance Writers

  My goal is to increase investor sales leads for RIAs and other financial services firms. Therefore, when I write for an advisory firm or similar, I follow a process that lures the reader to your call-to-action. For this to happen, I need to hook the reader immediately using the headline or email subject line and the first few sentences within the body copy. Other key steps include ensuring that I’m speaking to a specific audience, e.g., pre-retirees age 50+, baby boomers, wealthy widows, etc., and that my body copy expands on the headline topic, minimizing an informational bait and...

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Overlooked Financial Advisor Publicity Opportunity

27

Apr 2020

Overlooked Financial Advisor Publicity Opportunity

If you’re searching for financial advisor publicity ideas, consider this twist using a traditional marketing channel… There’s an advertising vehicle within most wealthy communities that can indirectly generate publicity for your advisory firm. It’s your local community newspaper, typically published weekly or monthly. I’ll explain the twist as well as offer a way to keep costs down. Find Wealthy Clients Through Community Newspapers First, by advertising in your local community newspaper, you’re supporting your community, which many prospective investors find appealing. Plus, almost every wealthy individual age 50 and older reads it. Maybe not the day it arrives, but sometime...

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Social Listening Strategies for Financial Advisors with Examples

31

Mar 2020

Social Listening Strategies for Financial Advisors with Examples

Social Listening Strategies for Financial Advisors   Today, I focus on the financial advisor target audience, adults age 50 and up, since they hold most of our country’s wealth. I provide several examples of how advisors can reply to online comments and conclude with an infographic detailing even more social listening ideas. Let’s begin by understanding where adults age 50 and up spend time online so you can: Hear what they’re saying. Communicate using their preferred social channel. Address topics important to them. Make connections by spending time at activities they enjoy. Where are 50-year-olds and older hanging out? According...

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29

Feb 2020

Weather Related Marketing Ideas & Strategies

In this video, I explain how small business retailers can retain sales when Mother Nature is about to wreak havoc, by using weather related marketing ideas and strategies. My example is specific to brick and mortar boutique retailers. Whether you’re anticipating a snowstorm, blizzard, ice storm, severe heat or cold, or even a flash flood…piggyback onto Mother Nature’s wrath to spur your revenue! ~*~   RELATED: For more small business marketing tips that help you retain revenue during severe weather, check out my eBook: Small Business Marketing & Operational Strategies to Combat Severe Weather: Revenue Retaining Maneuvers for Brick and Mortar Retailers & On-Site...

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