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Updated by Taisha Jones on Apr 11, 2018
Taisha Jones Taisha Jones
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How to Reach Your Market Ahead of Others? (Attention Financial Advisors!)

Financial advisor marketing is required continuous customer-centric efforts, so make video content or try innovative things but make sure that you are working in best interest of your client.


Financial Planner Marketing 

Financial Planner Marketing 

If you are financial advisory business and find that your business is moving slowly, it’s time to try out new things. Here are some financial advisor marketing ideas that help you better your past performance:

First-Your Website Might Need a Make Over

We are living in the age of the internet, and this age isn’t like ice-age that will come and go in near future. Do you have a website? If the answer is no, then you need to be aware of the fact that there are billions of smartphone and tab users across the world. And even if you want to access your premium clients locally, you will need to have a responsive website. Just put all the details of your service on the website, but that’s not enough, you will have to put some client testimonials to add credibility to your business.

Tip: You have to have clear goals. Say a potential client visits your website, what he should do. Should he call you? Should he subscribe to the newsletter, and leave behind his mail-id? Or do you want them to fill a contact form?

Second-Play on Your Strengths

There is a lot of competition in the market, but why should the prospect client choose you. If you are meeting him personally, you should tell about the success stories with the product or the service which you have sold successfully. Remember the adage in marketing, “Don’t try to please everybody or you may end up delighting nobody.” Believe it or not but customers love to have experts who can guide with right products and services and whom they can trust. If you have experience in dealing with retirees, finding and convincing a new prospect might not be much of a challenge. If you have a unique value proposition that sets you apart, just make sure that you are providing the benefit to the consumer.

Tip: If you are a CFP and you charge a fee to the client and sign an agreement, mention it to the client.

Third-Be Simple

Remember this while financial planner marketing, you know, but your customer might have not that much know how. So if you sound too complex, you are turning him away!

Tip: Do confuse your client, you may lose trust!

  • Taisha Jones is a digital marketing professional with over four years of experience. She is incredibly passionate about financial marketing service with an inclination towards business and technology. She likes spreading the words online with a new set of people through blogs.

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