As a financial advisor, you already know that you are working in one of the most competitive industries out there today, which is further compounded by the lack of education among consumers. That is, most laymen simply don’t understand the majority of the services you provide. If they don’t understand it, then how will they be able to tell that your firm is the superior choice? They won’t. Instead, they’re going to dial the first number that is presented to them in their Google search results.

Having a strong online presence will help financial advisors overcome both of these challenges. Using digital marketing, you can educate your current and prospective clients about the value you bring to the table, and you can also give yourself a better chance of ranking at the top of Google. Let’s take a look at both.

 

How Financial Advisors Can Use Marketing to Educate and Win More Clients

Being present on social media makes you more approachable. It also keeps you at the front of your prospects’ minds when they do come around to needing a financial advisor. More importantly, though, is that social media gives you a chance to speak to them in a way that you would have otherwise missed. So, when your posts show up in their Facebook, Twitter, or Instagram feeds, make sure you’re making the most of that opportunity. For example:

  • Define your services in basic, easy-to-understand language (avoid industry jargon at all costs!)
  • Tell them why the service is necessary or valuable
  • Compare two types of financial products
  • Invite them to pick your brain about common financial challenges; this may open doors to more complex discussions about how you can help
  • Include calls to action where appropriate

When your captions are delivered in a friendly, conversational way, your message is more likely to stick. As a consultant, your name and face are your brand, so you want to do whatever you can to build positive associations. Social media is a great way to do exactly that.

 

Search Engine Optimization is a Boon for Financial Advisors

As we mentioned before, your prospects aren’t likely to understand the difference between your business and your competitor. In these cases, they’ll simply click the first name they see in Google. Do what you can to be a the top, win those clicks, and grow your business. You can be sure that your competitors are already doing what it takes to rank well, and working with a skilled SEO team like ours gives your business the competitive advantage.

There is a lot that goes into search engine optimization for financial advisors, but a few of the key points include:

  • Your site should be optimized for the entire area you serve, whether that is a local or national audience.
  • You should have a blog that is updated frequently and offers original, relevant content.
  • Your content should be written strategically for your chosen keywords.
  • Your page titles and headlines should be relevant and optimized.

At Realnets, we can help you with all of this and more. If you’re in the financial services sector, and you want to get ahead of your competitors, give us a call at 773.631.6851. We’ll evaluate your current web presence and give you a personalized quote for growing your business and clientele.