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Five top online marketing tips for every financial adviser

Posted by on Jun 19, 2015 in Online Marketing Advice | No Comments

online marketing tips financial adviser

Your digital marketing strategy is a core element of how your clients, and potential clients, see you. Research suggests that as few as one in five investors trust their financial advisers, similar to that of an financial services company who offer financial advice. Much of this distrust is down to poor image management. Here are five top tips to help you manage your online marketing strategy:

Drop the jargon

Though using technical terminology makes you sound knowledgeable, it can also make you come across as unapproachable. Build a relationship with potential customers from the get-go, and ensure that they know that you’re happy to answer any questions in laymen’s terms.

Take advantage of ‘free’ marketing

Make sure you’re getting the most out of free marketing opportunities. This includes general social media platforms, as well as review sites such as Yelp.

Don’t forget your call to action

All of your marketing materials should have a call to action. You may be surprised by the positive effect even a simple call to action can have on your conversion rates.

Consider blogging

A blog is a great way to share your knowledge with your clients, and can play a large part in attracting new clients. It’s a great way to share the answers to FAQs.

Be yourself

Finally, although you must remain professional, don’t forget to be yourself. Take the opportunity to engage with your clients and followers through social media – respond to inquiries posted on Twitter and the like, and you’ll already be a step ahead of the competition.