Tuesday 17 May 2016

Marketing Tips for Financial Advisors

As a financial advisor, you are responsible for providing your customer with valuable information and advice on how to make investments and utilize their money. This is not a career for the feint Hearted and you need to know your industry exhaustive to be able to make tips based on current trends.

As you can imagine, customers are very wary about the advisor they use. This is certainly understandable because they don't want to take unnecessary risks with the finances, especially when expecting to enhance their funds for their retirement one day.

It is very important that you take your marketing thoroughly, ensuring that you reach your audience effectively and provide facts that you are a top choice to help them with their investment options.


The first step to success is to design a fairly easy to use and informative website that could become a valuable source for customers looking for various financial information. Simply by increasing your brand presence and becoming a reference in your industry, you can improve your customer basis. If you become a reliable source of valuable information, more people will turn to you for your financial advisory services rather than by using a company that they don't know and have never heard of.

This is all about brand awareness, which is why your company should have an easy to remember and understand name and logo. Above time your logo will be recognized by potential customers as the one which gives them the best and current advice and recommendations, again leading to your success.

Become an expert in your field. While you probably are already a professional in terms of knowledge and experience, it's now time to prove that for your customers. You are able to create a blog which links back again to your website. Writing regular blog posts on the latest financial trends can help you improve your awareness and prove to your customers that you are a top choice when they're looking for financial advice.

Newsletters are a great way to reach your audience frequently. This is imperative when creating a newsletter that you are steady when you send it out. This can be weekly or monthly, depending on your schedule. Remember your customers will expect to receive your newsletter regularly, so don't fall into the trap of leaving it another week. Again, you need to create current and quality tips, advice and news.

You need to be aware that newsletters are not about offering, they are about you having a possibility to advise your audience and get them to remember your name when they are looking for a financial advisor.

One more top financial advisor marketing tool is articles. Right now there are a number of websites that promote articles across a number of subject areas. You should ensure that you have regular articles being released, enabling customers to find your company when looking for certain financial products and advice.

Press releases campaigns are a possibility to keep your customers informed while telling them valuable information about you and your business. It is imperative when writing press releases that you eliminate any industry jargon and ensure that they are easy to read, allowing customers to understand what you are trying to portray.

A good opportunity when looking at your financial advisor marketing is to choose a services company that specializes in your industry. They should have a team of professional writers with comprehensive experience in the financial sector that can write your newsletters, articles and press announcements for you, maybe even your website content. This can ensure that you provide customers with easy to understand and up to date information without taking time away of your personal busy schedule.

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