Marketing your financial advisory firm is hard work. Finding the right marketing strategy requires trial and error. Our goal is to help you get more leads, grow your practice, and bring on new clients.
1. STELLAR CUSTOMER SERVICE
Happy clients will stick with you for the long haul. Keep your retention rates high by returning phone calls, replying to emails promptly, and being flexible with scheduling. Do your best to help people reach their financial goals and provide customized solutions for each client's needs. Go above and beyond when you can. Take that extra few minutes to make a difference in someone's day.
2. SET UP A GREAT WEBSITE
Your website should look professional. Is the text easy to read? Is your website mobile-friendly? Is there a clear call to action? Is your phone number in an obvious place? Do you provide a comprehensive list of the services you provide?
Are you a financial planner that needs more clients? We can help →
3. ASK FOR REFERRALS
Ask your clients to refer you to their friends and family members. This can be done a few different ways. A gentle reminder in an email may even do the trick. Make sure to acknowledge every referral! You may even think about providing a small "thank you" gift.
4. PAY PER CLICK ADVERTISING
PPC advertising can help your reach a highly targeted, local audience. Google and Bing have easy-to-use platforms where you can open an account, build advertising campaigns, and drive quality traffic to your business website. Over time, you will find which keywords convert well for your firm.
5. BUY LEADS
This is a great option for financial advisors that are short on time.
Let a lead generation service do the heavy lifting for you! You can purchase leads for a number of different investment services, including everything from financial planning to 401K rollover assistance.
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6. EMAIL MARKETING
Email is a relatively low-cost marketing strategy that works for many advisors. Make sure your emails are personalized. This makes a huge difference. People can tell when you're sending emails in bulk.
7. SNAIL MAIL
Old-school direct mail can still provide a great ROI for many financial advisors. This doesn't have to be a mass mailing to everyone in your area. Sending birthday cards and Christmas cards to your existing client base can be a nice touch too.
8. GET INVOLVED IN THE COMMUNITY
There are so many ways for investment advisors to get involved in the local community. For example, you can hold a free seminar or sponsor a 5K charity race.
9. PRINT NEW BUSINESS CARDS
Getting new business cards printed with a fresh design is one way to get re-energized about your business. Get new cards for your team as well. There are now many companies out there that print high-quality, affordable business cards. They may even have a template for financial advisors you can use.
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10. BUILD RELATIONSHIPS
Your professional network can be an incredibly valuable source of leads. Get to know accountants, attorneys, and other professionals that may be in a position to refer you to their client base. You can do the same in return.
11. GET LISTED IN DIRECTORIES
It's important for financial advisors to get listed in the major online directories (Google, Yelp, etc.). This is one key to gaining additional visibility for your business online. There are both free and paid directories available. Join ProMatcher
and see how you can find more clients.
12. HOST A CLIENT EVENT
Don't hold an event just to say you did it. Spend your money on something that you think your clients would be really interested in and appreciate. This could be a wine tasting, a golf outing, or even a family carnival. This is a nice way to show your appreciation to each and every client.
13. FIND YOUR NICHE
What's your specialty? Carving out a niche for yourself is great way to differentiate yourself from other advisors. Who is your ideal client? Figure out how your are uniquely qualified to help them and do just that.