The Financial Advisor’s Guide To Digital Marketing And Prospecting – Part 1

At this very moment, everything is changing in financial advisor marketing. Digital marketing and virtual prospecting are some of the newer ways to market your valuable services. However, these newer marketing methods can seem a bit overwhelming. 

In this 6-part series you will learn the most important elements, best practices, and unwind the complexities. 

As you begin, take inventory of your current digital assets. These assets typically include your website and social media presence. Are you presenting a strong value proposition, consistent messaging, and a powerful brand? 

Part 1: Improve Your Website Presence

There are two major upgrades you can make on your website without doing a complete overhaul.

1. Upgrade your Website Messaging: 

  • Does your website messaging speak to your target prospects and their challenges? If not, consider adding messaging on how you serve clients – front and center on the website. Be bold!
  • Is your value proposition clearly identified (why you)? If not, tell the visitors to your site how you and your team are different and why. Think about why your current clients chose you.
  • Do you have attention-grabbing videos? A video is one of the most powerful ways of personally messaging your value.
  • Could you make the case for your business with LESS words and pages on your site? Consider getting rid of long paragraphs and using more headlines to attract readers.

2. Add a Call-To-Action to Your Website to Engage Prospects:

Add an offer for a report or even a planning session that is compelling to your target audience. These could include: 

  • Download our newest report, “Insights to Help You Navigate Volatile Markets and Stay on Track to Your Goals.” 

 Or make an attractive offer designed for a specific target market: 

  • Contact us today about our FREE PLANNING SERVICES for executives facing furlough, layoff, pay reduction, and/or retirement postponed.

Watch for next week’s blog on Search Engine Optimization (SEO).

Maribeth Kuzmeski, PhD, President of Red Zone Marketing, is a marketing strategist, advisor to financial services companies, bestselling author of nine books, and a professional speaker rated as a Top 25 C-Suite Speaker as seen in Meetings & Conventions Magazine. She speaks on topics including marketing, branding, sales, and customer service.

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