Small Biz Survival Blog


10 Gift Ideas for Female Advisory Clients

06

May 2019

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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Financial Advisor Marketing Plan Sample Targeting Small Business Owners

30

Mar 2019

Financial Advisor Marketing Plan Sample Targeting Small Business Owners

What follows is a financial advisor marketing plan sample targeting the small business owner niche. My example reflects the categories to define for any financial advisory niche. I’ve made this plan concise, since you’re likely short on time. In fact, you only need a one-to-two page marketing plan per niche. Anything more and it becomes impractical to implement for most advisory firms. Let’s get started. I cover picking a niche within a niche and then provide details for: value proposition, core message points, tone of voice, marketing and advertising channel selection, lead capture, client retention and client referrals. Niche Target...

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Powerful Word Combinations for the Financial Advice Industry

28

Feb 2019

Powerful Word Combinations for the Financial Advice Industry

To make more impact with your next financial blog, editorial, newsletter or social post, include some of these powerful word combinations. I’ve compiled this list from the past two weeks of my financial-related reading. I start with my favorites. Top 15 Favorite Word Combos   Delusional Forecast Messy Numbers Napkin Math Investor Whiplash Smart Money Revenue Intelligence Tempered Confidence Inevitable Reversals Baked In Moral Compass Hemorrhaging Customers Dead Money Bears Will Brag Sip, Don’t Swig Flood of Money   Here are 62 more word combinations in no particular order:   Dazzling Retirement Numbers Prune Unprofitable Customers Primary Pillars RELATED: 12-Month Calendar...

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The One Question Financial Advisory Prospects Want Answered

26

Jan 2019

The One Question Financial Advisory Prospects Want Answered

Whether you’re providing financial advice to a married couple, executive, small business owner or a large entity, financial advisory prospects ultimately want the answer to one question. It’s this… How will the relationship work? Surprisingly, most advisory websites don’t answer this question. To fix this problem, expand your copy by answering the following questions: How will you… – Charge Me (Excellent example here.) – Invest My Money – Store My Money – Help Me Define My Risk Tolerance – Understand What to Expect, i.e., Returns vs. Volatility – Reply to My Questions Responsively – Safeguard My Money in Choppy Markets...

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7 Resources: Small Business Planning for the New Year

22

Dec 2018

7 Resources: Small Business Planning for the New Year

It’s time to start your small business planning for another 12 months. To help you, I’ve compiled seven business development and marketing planning resources. But first, I can’t stress enough the importance of this initial planning step: Before you undertake any new marketing initiatives in the coming year, I encourage you to review your business’ results from the past year. The key is to determine what activities from this year you’ll repeat in the coming year. Frankly, I recommend that you repeat at least 50 percent of your past marketing activities. Why? Because, more than likely, most of your prospects...

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Social Listening Strategies for Financial Advisors with Examples

29

Nov 2018

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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How to Build Trust Using Financial Services Advisory Websites

30

Oct 2018

How to Build Trust Using Financial Services Advisory Websites

Credibility and trust are key components that make or break a financial advisory business.   To help financial advisors build more trust, I provide three examples below. Recently, I watched a TED talk by Simon Sinek and was captivated by one particular comment: Trust is a feeling. His remark got me thinking about how to frame words that create feelings. Words financial advisors and other types of financial consultants can use on websites and social media channels to build credibility, ultimately creating feelings of trust. What are feelings? The Merriam-Webster dictionary offers several definitions, including: an emotional state or reaction, often...

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