Every Financial and Insurance professional needs a consistent source of new leads and many are beginning to explore options for generating these leads online. While results do tend to vary, there is one critical step required for ANY advisor with a desire for online leads.
You probably have a LinkedIn profile, but do you know what to do with it?
Did you know that over 65 million business professionals have profiles on LinkedIn? If you are looking for a place where you can connect with potential financial or insurance clients or referral partners online, then LinkedIn is a great option to consider. People join this social media site because they are interested in networking and business opportunities.
Perfect Your Profile
It can feel uncomfortable for some people to share business information with their warm market. But, there are a few strategies that you can use to connect with people who are interested in the products and services that you are offering.
As you learn more about LinkedIn marketing, you will see that this strategy doesn’t have to be “salesy.” Instead, you are sharing information that is interesting and helpful to the people in your network. Building these relationships can help you to form bonds that can lead to business opportunities down the road.
Make sure that your LinkedIn profile highlights your skills as well as the products that you are offering. This profile is your opportunity to set the right impression for the people who are viewing your information. Create a profile page that is catchy and interesting, so that your network is intrigued to know more.
If you choose a more passive approach to LinkedIn, it means having a profile that naturally attracts people to your products and services. Add keyword phrases on your profile page. Highlight information that might draw people in if your profile shows up in the search results. This passive approach relies on people organically finding you if/when they have an interest in your products or services.
Be an Active Participant
An even better strategy is to be more proactive on LinkedIn, which means taking steps to put yourself in front of a larger LinkedIn audience. Consider these techniques:
- Share interesting status updates. Perhaps mention an interesting case or scenario that would be common for people in your target demographic.
- Spend some money on paid advertising. This is a pretty inexpensive way to get in front of new potential prospects.
- Join the discussions in local groups. Joining groups related to your field and contributing to those groups shows leadership and knowledge within your industry and builds your credibility.
- Send private messages to people in your network. Don’t spam people, but reach out to those with whom you have something in common or where the connection could be mutually beneficial.
- Try the features available from an upgraded membership. This gives you added features and the opportunity to connect with more people.
Sharing high-quality information is one of the best ways that you can establish authority on LinkedIn. Do you have questions about promoting your business through social media? Talk to our experts.
Building relationships with your clients and prospects is a vital component of long-term business success. In the past, advisors/agents had to be on the phone or hitting the streets to have face-to-face conversations. While these real-life interactions are still important, the internet has provided a platform where you can build these relationships without leaving your office.
Live streaming is becoming more popular on Facebook, Instagram, and YouTube. You can start broadcasting a live video and your customers can watch and hear the information in real time. Additionally, viewers have the opportunity to interact by typing comments and “liking” the comments that you share.
These live videos are then saved to your social media profile and can be viewed at a later date or even shared by your audience. It’s really the best of all worlds because your clients/prospects can watch the video live, tune in later at a more convenient time, or share the video with friends or family (a simple way for you to generate referrals).
How to Use Live Streaming for Your Practice
If you aren’t already using live streaming video, now is a great time to get started. Most of your competitors haven’t caught on to this new technology yet so you have a perfect opportunity to shine above the crowd.
You might wonder about the topics you should cover in your videos, but when you stop and think about it, there are plenty of opportunities for you to create great content.
Consider these ideas:
- Live Events: When you are hosting a workshop or party, it’s not possible for all of your customers to attend in person. But, just because someone is out of town or at another appointment, doesn’t mean that they can’t participate. Stream the event to share the experience with people everywhere.
- Product Information: If you have exciting information to share about a new product or service, use a live streaming video to share the features, options, and information with your clients.
- Behind-the-Scenes: It can be fun to show clients a behind-the-scenes tour of your office. This tour can generate interest and help people see the authenticity and transparency of your business model.
- Case Studies: When appropriate, use streaming to share case studies and results with prospective clients. This information is invaluable for creating trust and credibility, two critically important pieces of building your practice.
- Education: When someone receives value by watching your streaming video, it is likely that they will tune in again in the future. Use live streaming video to help educate clients about important topics.
Our goal is to make it easier for you to integrate an online marketing plan for your business. If you need help with your social media advertising, we invite you to contact us right away to schedule a complimentary consultation.
You might already have a personal Facebook page, but what’s the difference between your personal page and a business page?
There’s no question that Facebook can be a powerful way to connect with your target audience. Millions of people log into their account on a daily basis, and many are interacting on Facebook multiple times each day. This includes seniors and retirees!
Savvy agents and advisors wanting to cement relationships with clients and prospects are leveraging a Facebook as a part of their overall marketing strategy. However, if you are going to do this, make sure you know the difference between your personal Facebook page and a page specifically for your business.
Personal Profile vs. Business Page
A personal Facebook profile is designed to help you connect with family and friends – people who already know you. Facebook actually prohibits the use of a personal profile for business marketing. So be careful of how much business you are trying to promote using your personal profile to promote your products or services. However, your personal Facebook page is a great way for you to keep in touch with your current list of customers and referral partners.
When to Use a Business Facebook Page
A business Facebook page offers you the ability to reach people who do not yet know you with options such as:
- You can pay to promote posts to a large audience.
- You can buy advertising that can drive people to your Facebook page, website, or landing page.
- Business Pages allow you to have unlimited followers, while personal profiles have a limit of 5,000 friends.
Another benefit of a business page is that the content can be indexed in the search engines. By strategically using proper keywords within your page data, you could potentially show up when someone is searching for related keywords.
Kick Start Your Social Media Campaign
Are you ready to integrate social media into your online marketing campaign? Whether you are currently active on social media or just getting started, we can help you to create a plan that makes sense for your business. Contact us to schedule a free consultation!
Are you looking for a way to improve the relevancy of your business in the financial or insurance industry? It is essential that you have a strong online marketing presence to help you stay ahead of the competition. Many times, business owners turn to search engine optimization because they know that Google is important. But, don’t make the mistake of limiting your online marketing plan because you haven’t learned about other options.
When you think about advertising and marketing, what comes to mind? Most likely, you instantly recall a few television or radio commercials with short, catchy messages. You might even remember ads from ten or twenty years ago, because they were just that memorable! If you have a plumbing problem, you might instantly pick up the phone to call that guy with the catchy jingle.
What makes marketing messages so memorable? More importantly, what makes them powerful enough that you act upon them? Sometimes it’s a catchy jingle that gets your attention, but it’s also the incredible subliminal power of words.
Language can convey terrific amounts of subtlety, helping you win over your audience when you choose the right words. The following ten words are some of the most powerful ones in marketing.
You. We’ve already used this word eight times in this article, and we didn’t do it by mistake! We know that offering you general, impersonal information would bore you. Instead, we speak directly to you, because that is much more personable and memorable.
Free. This is one of those emotionally-driven words, especially in the United States where we all love our freedom. More specifically, using the word “free” signals to your readers that you’re not just trying to take their money. They drop their defenses and pay attention to you.
Offer. Must like the word “free”, an “offer” helps you dig through your prospects’ wall of defenses. You aren’t trying to get your hands in their pockets; you’re doing them a favor. See how much nicer that sounds?
Easy. If you’re asking your audience to do something, subtly remind them that it’s just a small, simple task. The word “easy” tells them that following your call to action won’t take up a lot of their time, or be overly difficult.
Now. A call to action could easily be put off until later. Adding the word “now” is a subtle direction, and gets the job done right away.
Hurry. This is another great word to use alongside a call to action. People don’t like to miss out on a valuable opportunity, and the word “hurry” implies that this offer might not be available forever.
Revolutionary. We’re all about innovation and new ideas these days, and consumers want life-changing products and services. Set yourself apart from the competition, and tell your prospects that you’re not offering the same old financial services their grandpa used.
Because. Your prospects aren’t going to hand over control of their life savings without a very good reason for doing so. Using the word “because” signals to your audience that you’re willing to give them that reason.
Challenge. Speaking of “problems” can sound too negative. A “challenge” is something that people are motivated to overcome, and of course you are the guy who has the solution!
Compare. Everyone likes to feel in control of their decisions, especially when large sums of money are involved. Inviting your prospects to compare your services to those offered by the competition is a terrific way to put them in the driver’s seat, and also makes you appear more confident.
These are just examples of powerful words that advisors should be using to overcome their audience’s defensive walls, create a lasting impression, and spur prospects into action. We know quite a few more of these tricks, but you’ll have to contact us to learn more about them. Give us a call or shoot us an email, and we’ll be happy to analyze your digital marketing strategy and make suggestions for improvements.
For professionals in the finance and insurance markets, LinkedIn is the social network of choice. It’s the ideal place to connect with peers online, helping you build your referral network, and potential clients are likely to investigate your profile before entrusting you with their money swiss apotheke viagra generika. But of course, the manner in which you represent yourself is key to your online marketing success. Follow these seven steps to building an effective LinkedIn profile that will help you grow your practice.
Include a picture. Seeing your face will help potential clients begin to form a connection with you. Use a friendly, professional photo, avoiding casual selfies or group shots.
Write a personal summary. This is just small section of your LinkedIn profile, but it’s your chance to shine. The key word here is personal. Speak directly to your prospects while describing yourself and your practice. Make sure to communicate a genuine love of your profession, and a true concern for the needs of your clients.
List skills and endorsements. This part of your profile will look a bit more like a resume, but you can still make it sparkle! List both professional and personal accomplishments, and invite your current clients to give you endorsements. Personal recommendations are still one of the oldest and most powerful marketing tools available, but many more prospects will view them online.
Include your contact information. Make it easy for potential clients to reach you directly. List your office phone number, a link to your website, and your email address (and don’t forget to check your email daily).
Network via groups. There are two ways advisors can use LinkedIn groups to network. First, groups pertaining to the retirement and finance industry can help you gain referrals from estate planning attorneys, tax professionals, insurance representatives, and more. Second, groups that appeal to your ideal demographic will help you connect more directly with your prospects. Join groups in both categories, and post relevant information such as links to your blogs.
Add contacts. LinkedIn provides a detailed search tool that will help you locate both professional contacts and your ideal prospects. Use it to build your network and become more visible to the people who matter most.
Post articles. LinkedIn provides the opportunity to build a personal library of self-published articles. When potential clients view your profile, they will see that you’ve already provided them with a valuable resource. Plus, self-publishing on a regular basis builds your reputation as a professional who is passionate about his work. It can also make your profile easier to find on the search engines.
If you’re nervous about publishing online, or need help with social media marketing in general, give us a call. We specialize in helping financial advisors present themselves in a professional light, build their online networks, and grow their practices.
Jared, a financial advisor, has been blogging for a few months now. He has shared long, detailed blogs with his audience, describing his services and expertise. Jared feels that his blogs are compelling, and that new clients will soon flock his way. He also expects former clients to bring him new business. But after a few months, Jared notices an alarming trend when analyzing his website data: Most readers are leaving blog pages after just a few seconds. They aren’t even reading the entire blog! Even worse, his social media posts aren’t receiving likes or shares, and no one ever comments on them. Jared’s clients and prospects don’t seem to be reading his content. What happened?
As you grow your practice, it can be difficult to know how to spend your marketing budget. Different forms of marketing offer their own sets of benefits, but for you, the bottom line is that you want to invest your resources in a method that brings results. You want to stay in touch with your clients and attract new ones, but you don’t have time to personally nurture each connection.
Email marketing can be a cost-effective solution for advisors, because you can create messages that are automatically personalized and sent to every address in your email database. And since nearly everyone checks their email daily, you can be sure that your contacts are seeing your messages.