Category Archives: Financial Services

3 Pro Tips for Balancing Messaging & Visuals in Your Marketing

Share Button

The best messaging in the world can’t shine through a shoddy or outdated website. But the sharpest-looking website also won’t convert visitors into clients if the messaging isn’t on target for your ideal client profile. You have to strike the right balance between presenting long- and short-form content alongside engaging visuals.

Financial Advisor Videos Part I:

Share Button

The Undeniable Case for Using Video in Top Advisor Marketing Strategies 

We have been living in a digital world for some time now with much of our daily lives conducted online. From the personal to the professional, education to entertainment, so much of our attention is focused in the palm of our hands or on a desktop.

So, it’s no surprise that top-performing advisors are those meeting their prospects where they spend so much of their time—on mobile or in front of a screen.  

Continue Reading

The Next Frontier: Text Messaging for Advisors

Share Button

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

When it comes to marketing for business growth, advisors want the same thing: the silver bullet.

They ask, “What’s working right now? Should I be making videos? Start a podcast? Run webinars?”

“What is it???”

They don’t like my answer because it’s, “Yes, yes, yes, and…(insert list of other digital advisor marketing best practices here).”

You’ll never catch me claiming there’s a silver bullet in marketing,

Continue Reading

Help Prospects Better Understand Fees by Tying Them to Your Value

Share Button

When we talk about the problems associated with an advisor’s fees, it isn’t that they are too high, too low, or inappropriately structured. Rather it is that advisors typically fail to communicate effectively with their prospects what those fees are actually doing for the client. In other words, what is the value of the service being paid for? 

Essentially, the fee discussion isn’t about one of the actual fee structures in place,

Continue Reading

Make Some Noise! It’s Time to Become a Fan-Worthy Advisor.

Share Button

Where do a financial advisor’s best leads and clients come from? It’s no secret. It’s likely every financial advisor will agree that the answer is undoubtedly… referrals. Referrals are potential clients that have been introduced to you by advocates—or fans!

What’s great about referrals is that they tend to move through the sales process much faster than non-referral leads. That’s because the sales process has been initiated by someone the lead already trusts.

Continue Reading