7 Essentials for Your LinkedIn Profile

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.

6 Ways to Get Prospects to Read Your Blog

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? Read more

Advisors: 7 Reasons You Should Be Using Email Marketing

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.

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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

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