Tag: Financial Advisor Marketing


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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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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