Tag: Financial Advisor Marketing


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...

Read More


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 – 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 – Protect &...

Read More


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...

Read More


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...

Read More


How Young Male Financial Advisors Can Build Credibility with Older Female Clients

30

Sep 2018

How Young Male Financial Advisors Can Build Credibility with Older Female Clients

For young male financial advisors, a youthful appearance isn’t always an asset. Over the years, I’ve been to many financial services conferences. Most were hosted by an advisor’s broker-dealer, RIA or sponsor. Generally, I’d see two attendee demographics: old advisors and young advisors. Sure, there were others, but I didn’t notice them as much. When I’d see an older advisor, I’d think: I can’t hire him/her, they’re retiring before me. Then, I’d see a younger advisor and think: No way, I can’t hire a kid. Are you a kid? Of course not. But, understand what Gen X and other older...

Read More


29

Jul 2015

Example of Financial Advisor Niche Markets

In this video (link above) I explain to financial advisors and other financial consultants how to niche a niche. I use individuals going through a divorce as an example. However, I take it beyond simply targeting people divorcing, to finding the niche within the divorce niche. Listen in… RELATED: Financial Services 12-Month Annual Content Marketing Calendar. A Grab-and-Go Bank of Blog & Social Media Content Ideas for Financial Advisors....

Read More