Is Your Marketing Strategy on Track for 2016?

As you look back at 2015, do you feel that the year was a success? Did you retain your best clients and attract new ones?

These days, a large part of a financial advisor’s success lies in his digital marketing strategy. But it can be difficult to know whether you’re reaping the maximum results from your campaign. Even if you had a good year, could 2016 be even better? Ask yourself these questions. They will help you identify areas of success, so that you can continue doing what works, and areas that need more work. Read more

How To Build Trust and Client Retention

Do your clients trust you? Ideally, they should trust the person who helps them make the most important financial decisions of their lives. And yet, it might surprise you to learn that only 37 percent of customers say that they fully trust their own insurer. Slightly more (42 percent) say that they can count upon their insurer to provide good service. More than half of all insurance customers have doubts about their providers, and some of those express outright distrust! Read more

Learning Digital Marketing Strategy from TV

Which night of the week is your “TV night”? If you’re like most people, you have at least one can’t-miss television show that you watch every week without fail. As busy as you are, the rest of the world ceases to matter on that night. Your friends and family know better than to bother you, and you avoid spoilers on social media until the show is over. Read more

Utilize Relevancy to Drive Your Sales!

In November, Congress passed the Bipartisan Budget Act of 2015, and made some significant changes to Social Security. The file-and-suspend strategy, that once helped thousands of couples reap greater benefits from Social Security, has been axed.  From a marketing perspective, how can you use this information to build your business?
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The 3 Most Common Internet Marketing Mistakes

We often hear from financial advisors who are frustrated with their internet marketing campaign. These advisors have read articles on the subject, added a blog section to their website, and assigned some social media and email tasks to their assistants. And yet they aren’t getting the results they wanted. What’s going on? Read more

Are Internet Leads Good or Bad?

Rich, a financial advisor, wants to generate more leads online. So he starts blogging, his page views increase, and quite a few web visitors are even downloading his free guide on Social Security. And yet, Rich’s phone isn’t ringing off the hook. It has been five months since he started blogging, and although he has added some leads and followers to his list, it hasn’t turned into any new business. What happened? Read more

Why Retirement is Like Coaching Football

When you meet with clients to put together a retirement strategy, do you notice that most of them tend to view financial planning as a race? Often they become so focused on reaching the finish line as quickly as possible that they overlook other important aspects of their strategy! Read more

Attracting New Clients with Your Blog – Part Three

In our first two articles in this series, we began teaching you how to gain a return on your investment of time and energy. When you blog, you can use your words to turn website visitors into paying clients. Our first two articles focused on understanding your audience and creating content that appeals to their needs. In this final article of the series, we will show you a few more tips and tricks that will help you convert your prospects into clients.

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Blogging for Dollars – Part Two

Hopefully, you’re beginning to realize that blogging can be a valuable marketing tool, but you probably want to know exactly how your blog turns online visitors into clients. We heard your questions, and we prepared this series of articles to help you better understand how the process should work.

In our first article of this series, we outlined the first two steps in the process. In this second part of the article, we’ll delve deeper into the blogging process and give you more information on how to turn blog readers into clients.

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