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5 Marketing Tips For Financial Advisers


The finance industry is a competitive one, if you want to grow your brand you’ll need sound marketing tactics. To help you improve your strategies today, here are a few top tips to market yourself as a financial advisor.

1 . Create great content

Modern marketing is all about providing your audiences with great content. You can use content to improve your SEO and drive traffic to your website. Content can help you to gain leads and offer extra value to your existing customers. Focus on providing content that’s unique and educational. Your content should respond to the questions and needs of your prospects and existing customers. To make the process easier services like Client Plus provide amazing content and client communications for financial advisers.

2 . Define your target audience

Defining your target audience will help you to create the perfect marketing strategy. You’ll need to focus on your audience demographics and psychographics, and design buyer personas. Once you’ve figured out who you are targeting, you can tailor your content to these people. Your target audience will also determine the platforms which you use to advertise your content. With an accurate buyer persona you’ll know exactly who to target and where to target them.

3. Use a referral strategy

A referral scheme is an excellent marketing strategy for financial advisers. Ensure that you ask all your clients to refer you to their family or friends. Offer your clients a special gift for each referral. You might offer your clients a free food or wine hamper? With the help of a referral strategy, you’ll gain more clients and build customer loyalty too. Growing your customer base is about building a community, you’ll want customers to use your services again and again, and tell their friends!

4. Gather client testimonials 

When customers are looking for a financial adviser, they want a trustworthy and reliable brand. People may find it difficult to trust new brands, which is where testimonials can help. According to Boast, ‘72% of consumers say positive testimonials and reviews increase their trust in a business.’ Collect as many glowing testimonials as you can and include the best ones on your web pages. 

You might also consider working with a reputation management company? These companies can help you to monitor your online rep, and deal with any bad reviews. Negative reviews can happen from time to time, despite your best efforts. To keep your reputation intact, it’s important to deal with these professionally.

5. Use social media

No matter which niche you work in, companies need an online presence. You can use your social media to advertise your services, target your audience and interact with your customers. Use your channels to distribute engaging social media content, and widen your reach. Social media is a great low cost marketing method to grow your company.

Set yourself a few marketing goals to help you stay on the right track. Marketing methods are always developing, which is why you’ll need to stay up to date.

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