Financial advisor where to find clients

Looking at recent trends is a good place to start. The recent pandemic has diminished the effectiveness of seminars and other in-person local marketing, so lead generation for financial advisors will have to evolve. Now is the time for financial advisors to fully embrace the future of financial marketing: the virtual advisor. According to a report from featured on Mckinsey , less than 30 percent of investors were interested in a virtual advisor relationship.

But the recent climate has changed all of that. Connecting virtually has become the norm, rather than merely being an alternative communication tool. Keep that in mind as you dive into the rest of our lead generation strategies.

Your website works as your digital calling card. Wherever a prospect hears about your business — either from a referral, an advertisement, or a Google search — they are going to go to your website first. Your site should be clean, contemporary, and easy to navigate. Make sure it lists your most updated address, phone number, and email so prospects can follow up. At the very least, a website puts you on the map as a business that is relevant and available.

If you want readers to keep coming back, your site also needs to be updated consistently with new content via a customized blog. Not only does maintaining a blog help engage clients and prospects, but it also boosts SEO, as Google prefers sites that are regularly publishing new, original content. To learn more about the importance of a financial advisor blog, check out this article.

At the bottom of each page, through a pop-up, or on a sidebar, you should include a request that readers join your email newsletter.

This single call to action can help drive new leads to your list every month. If you have a great piece of content on your website, such as a white paper, longer video, or downloadable template, consider page gating it. When you gate your content, someone who wants to access that content needs to provide their contact information in order to unlock it. You can find more information on page gating with FMG Suite by watching this short video. By gating a piece of content, you ensure that you receive email addresses and information from all interested parties.

This turns a casual reader into a lead for your financial advisory. But luckily, Facebook offers an extremely robust paid advertising feature, which makes it easy to target your specific clients with information catered directly to them. You can send an ad to a specific age group, in a certain income bracket, who live within 30 miles of one zip code, and who love to golf.

By using a lead generation advertisement, you can re-engage those visitors and gather their contact information. Do you have these pages set up for your financial advisory? If pages already exist, make sure they have your latest contact information. Accountants, business owners, and attorneys are all excellent examples.

While these types of people may not need your services themselves, a recommendation from someone with financial knowledge will hold far more weight than a recommendation from a hairdresser or florist. That isn't to say you should ignore people who aren't trained in financial matters, though. There are more people with jobs outside of the finance sphere than there are inside of it.

The higher volume of referrals you'll get by targeting people without finance experience can bring in just as many clients as the higher quality referrals you'll get from people who do understand finance. Some advisors feel at home rubbing elbows with fellow professionals, while others get a bit nervous at the thought of all that talking. But no matter which side of the conversational spectrum you fall on, networking remains an essential part of a financial advisor's job.

If you want to network effectively and create positive relationships with as many influential people as possible, the following tips might be helpful. The most important part of the networking process is the initial meeting. The first few minutes you spend with someone will determine how much they like you, so you must make a great first impression. Many advisors prefer to wing their introductions and let the natural flow of the conversation guide what they say. That works well enough if you're an experienced conversationalist.

However, those who tend to flounder when meeting someone new would benefit from creating a short speech about who you are and what you do. Be sure to include a basic description of the services you offer, how you've helped previous clients, and any other information that shows you're qualified to manage their money. It's also essential that the speech sounds fresh and off-the-cuff when you deliver it. You don't want to look like you're repeating something you've rehearsed a million times.

This will come off as robotic and will make potential clients feel uncomfortable. You do need to rehearse it, though. The last thing you want is to forget what you're supposed to say halfway through the speech. Unless you can recover quickly, the sudden lack of talking will tip people off that you were using a script. So practice until you've got it down pat. Practice as you're getting dressed in the morning and as you're commuting to work.

Get feedback from friends and family to ensure your delivery of the speech sounds natural and genuine. One more tip: hand over a business card at some point during the speech. If someone is interested in hiring you, they'll need to know how to contact you. If the first speech goes well, the person you're talking to will start asking questions about your financial experience and philosophy. While this might be intimidating, it's a promising sign; someone who is asking questions is genuinely interested in what you have to offer.

When answering questions, try to give answers that are fresh and interesting. You're probably not the first financial advisor this person has talked to, so you don't want to rehash standard talking points that they're likely familiar with. Use your experience to provide a unique perspective on whatever they ask you about.

And although scripting your answers isn't always reliable, you should go into networking events with a feel for the questions people might ask. Here are a few of the more common questions you'll encounter:. You're not networking with robots. These are humans you're talking to. These humans have emotions and interests and egos, and you need to remember that when you're out trying to land clients.

Don't make the conversation about you and your financial services. Your potential clients would much rather talk about themselves than hear you wax poetic about your business. So let them talk. Ask them questions about who they are and what they do. Handing over the proverbial microphone will instantly make people like you more. There are so many options for financial advisors to grow their client base — where do they even start?

And how can they determine which strategy works best for their brand? We live in a digital-first age where consumers are constantly bombarded with content, so how are you going to cut through the clutter? The key to getting viable leads is to build brand awareness and trust for your services.

Branding is essential if you want to build a loyal client base, and there are multiple statistics that back that statement up:. This means that you have to be consistent with your branding across all channels, including your website and social media profiles. One way to do this is to set up an informative blog that tackles common topics in finance. You could write blog posts on topics such as stock trading for beginners, the benefits of having a financial advisor, and how to choose the right portfolio.

Another way to provide value for your audience is to post educational content on platforms like YouTube and Instagram. Creating content on these platforms can help you reach more people at a faster rate.

Consistently creating content that educates and provides value will help you build a loyal client base and increase your brand awareness. When thinking about how to grow your client base as a financial advisor, you have to do one key thing: define who your target audience is. Your target audience is the group of people you want to market your brand to.

You want to narrow this group of people down to maximize your marketing and branding efforts. You can define your target audience by identifying key aspects of their lives and spending habits. Define them by their age, gender, salary, hobbies, and financial goals. The more you know about them, the more accurately you can target your content and services.

Another key aspect to define within your target audience is which platforms they consume content on. Once you define your target audience, brainstorm ways you can attract them to your blog, website , and social channels.

Creating high-quality content on your blog that targets primary keywords can get your website to rank higher online, which means your site can be found faster and by more people in your target audience.