As an asset manager, financial planner, registered investment advisor, or any other type of financial advisor, growing your business depends on generating potential clients.
1. Build a website and make it worthwhile
You generate leads on your website or a place where potential customers come to find out more about your services. Create a clean site that is easy to navigate and informative. You can also consult with a firm that provides worthy leads generation services for financial advisors.
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2. Publish a blog
You don't just want website visitors. You want customers. That means you want prospects to come frequently. Do this by making your website a resource for potential customers, and customers will find it valuable by posting a regular blog.
Your blog should provide visitors with the information they are looking for and get pages from your website to rank in searches. Apart from that, you need to share your blog content via social media and email.
3. Track your prospects
Offline tracking involves a phone call. Do this if your prospect provides a phone number and shows interest. If not, proceed via email. You can do this manually if the time allows, but you can measure your email tracking much more efficiently with marketing automation software.
4. Post online ads
Mastering in advertising is a multi-year exercise to experiment and optimize to increase your return on investment. However, the digital arena makes it much more efficient to use advertising as the first step for financial advisors.
Contact your customer once a month. This is definitely more of a retention tip than a generation. The more customers you keep, the fewer potential customers you have to generate.