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Maximizing your online presence as a financial advisor is an essential part to your success. Those seeking out financial services are looking online, so it’s imperative that you have optimized your online presence to be client-friendly. Take a look at this checklist to make sure your online persona matches your goals.
An up-to-date website is essential for a successful website. Make sure that your certifications and awards are accurate, there are no past dates on your site, and any resources or articles are updated to reflect current times. Keep your blog articles relevant to what is happening in the world—like the COVID-19 pandemic or how elections can affect finances. Sites with out-of-date information hurts credibility and users will look elsewhere.
Most Americans seeking out financial services are looking on their phones or tablets. If your website is not optimized correctly for mobile users, then they are likely to seek services elsewhere. A major aspect of potential clients trusting you is having these simple things updated. Just like keeping an updated site, a mobile-friendly website is essential to having the right types of clients find you. While not always complicated, consider reaching out for help from a website development service agency so that you know your website is optimized the way it needs to be.
Using your site as an authority on financial matters can be a big benefit and a great way to build trust for users who need financial help. You more than likely have key insights that others may not have, due to each client having their own individual financial situation. If you feel as though you aren’t the best person to create a resource center or write web-related content, you can hire SEO agencies, freelancers, and contractors to create relevant, accurate, and web-optimized content that will bring users to your website. This type of content will build trust and can have a huge effect on your bottom line. Consider writing content about market trends, past experiences, and basic financial guidelines.
Just like in any other industry, reviews can make or break a financial advisor. Showcase the good reviews on your website, social media, and other marketing platforms. Utilize Google reviews and encourage happy clients to leave detailed online reviews.
Bad reviews, outliers aside, are good indicators that the services you are providing may not match up with your client’s expectations. It could also be an indicator that you aren’t connecting with your clients in the way that you should be. Financial planning is scary for many and one of the main criteria for people seeking out these services is that they can trust their planner. Public trust in the financial planning industry is very low—change your approach to these types of clients accordingly.
It’s no secret that social media used as a marketing tool can have high ROI when done correctly. LinkedIn is one of the best social media platforms to market yourself and build a community.
You can create and share content that establishes you as an authority in your field all while building relationships with your targeted audience. LinkedIn allows you to network and connect with audiences you wouldn’t normally. Connecting with your current clients and other financial planners can open up a new network of potential prospects for your services. If you cater to a specific demographic, like those saving for their kid’s college funds or who are approaching retirement age with a high AUM, you can find them in the search function that LinkedIn offers.
LinkedIn Groups is another way to find new audiences that may be seeking out services that you offer. Connecting with groups that are focused on retirement, veterans, etc. are ways for you to introduce yourself into that space and answer questions that may come up on the forum.
If you are creating content like resources and tools for your website (and you should be) LinkedIn provides a great way to share that content and get hits to your website, helping your overall authority and SEO. Engage with your audience when you post content, ask them questions about what they think, and their personal experiences. Encourage your audience to share your content and discuss it.
Pinterest may not seem like it’s worth your time as a financial planner, but in fact there are many Pinterest users who are interested in financial advice. Post the content that you have created for your website on Pinterest by making creatives like short videos or infographics. This type of shareable content does well on Pinterest and can help with building trust, authority, and increase organic visits to your website.
Affiliates can be one of the most optimal ways to garner legitimate leads that match what you are offering. Websites like SmartAsset, Wiser Advisor, and Senior Finance Advisor offer matching programs that will connect you with clients who need the type of services that you provide. High lead volume is not always a good thing, especially if you have issues with closing or client turnover. Affiliate sites do the hard work of matching users and their needs with the financial planners who specialize in them. This is a mutually beneficial relationship and generally ends up with happier clients and planners.
Senior Finance Advisor is a resource that helps seniors and those nearing retirement age with financial planning, keep up with market trends, and investment advice. They match users with financial advisors who specialize in what they are looking for. Check our database of financial advisors and see if you’re featured. If you are, claim your profile and update it with your latest awards, certifications, and other relevant information that will make you stand out. Claim your profile here.
A great way to maximize your presence online and reinforce your authority in the financial planning world is by creating relevant content and asking various publications to publish them. Many financial websites are looking for expert interviews and advisors that they can feature. This can potentially introduce you to hundreds or thousands of people who need financial advice.
There are many ways to maximize your online presence as a financial advisor and taking advantage of them can grow your business. Use these tips to grow your business and help your clients’ financial success.
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