Tag: Financial Advisor Marketing


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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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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The One Question Financial Advisory Prospects Want Answered

31

Jan 2020

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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Grow AUM by Adding Tangibility to Outside Relationships

16

Dec 2019

Grow AUM by Adding Tangibility to Outside Relationships

Financial advisors can grow assets under management more efficiently by stating clearly your relationships with outside experts, but take it a step further than this… Grow AUM Let’s face it, it’s compelling when we can go to one place and get everything we need, rather than making multiple appointments with various experts. Still, advisors should not try to be all things to all people. This approach creates confusion and ultimately won’t bring you much business. Yet, a key way to express added value to prospective investors and, therefore, grow AUM and your client base is to discuss your longstanding relationships...

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Increase Community Awareness Using a Financial Advisor Office

27

Nov 2019

Increase Community Awareness Using a Financial Advisor Office

  If you’re a financial advisor seeking to do more business in your local community, then increase community awareness about your firm by optimizing your office location. How? Be a drop-off location for items needed year-round within your community. By opening your office up to your local community, you’re now welcome to repeatedly post to your town’s community Facebook page and other free social channels regarding your drop-off location and the respective cause you support. Remember, it’s repetition that keeps your firm top-of-mind and, therefore, available for when a community member realizes they need financial guidance. (See related post describing...

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Increase Investor Email Response Rates

29

Oct 2019

Increase Investor Email Response Rates

I’ve had two shopping experiences recently that can be adapted to help financial advisors increase investor email response rates. For this post, I focus on how advisors can increase investor email response rates from their weekly or monthly email newsletters. I also provide examples of call-to-actions that’ll likely pull well for you. 2 Strategies to Increase Investor Email Response Rates   FIRST EXPERIENCE My first experience was with Amazon. There were three sellers for the product I wanted. The prices were essentially the same. However, one was able to deliver it to me that day. I chose the latter and...

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