In the ever-changing world of financial advisor marketing, success boils down to embracing strategies that convert prospects, minus the old-school pushy sales pitches. Today, let’s dive deep into what makes our Total Marketing Package tick—consider it our secret sauce for catapulting financial advisors into unprecedented growth.
We’re all about positioning you as the expert, not just another salesperson. As the financial advisory game evolves, so should your strategies. That’s where our Total Marketing Package comes in, a comprehensive package crafted to not only help you adapt but thrive in the ever-shifting landscape of 2024. So, let’s chat about how value-packed strategy will revolutionize your firm and the way you serve clients!
Email Marketing: The Conversion Catalyst
In the realm of lead conversion, email marketing and welcome series emails stand as catalysts. These components of our Total Marketing Package are designed to nurture leads and guide them through the conversion funnel. A recent webinar of ours (linked below) provides valuable insights, including screenshots showcasing effective email campaigns and blogs. These examples demonstrate the power of tailored messaging in driving conversions, underlining the significance of a well-crafted email marketing strategy.
Watch this free webinar to see how real advisors are using lead funnels to generate business:
Watch Now: How to Create Your 2024 Marketing Plan & Grow Your AUM by 25%
These time-tested client-acquisition strategies are becoming a necessity for any advisor that wants to take their business to the next level.
*The Total Marketing Package includes a personalized 12-month content calendar so you know exactly what to expect from your marketing each year!
Social Media Mastery for Client Acquisition
In today’s digital age, social media is like the go-to hangout spot for snagging new clients. So, here’s the deal: our social media services are like your trusted entourage, elevating the online scene for financial advisors and making client acquisition a breeze.
Take it from Kevin Brown over at Gateway Financial Advisors, who’s loving the impact: “Every time we send out an email, we get a few new leads. One business owner sent me an email to set up an appointment to review his 401(k) and another acquaintance requested a phone call after seeing my posts on Facebook. This afternoon, I received an email from a lawyer looking to set up a retirement plan for their law firm. I don’t know if it’s a coincidence or not, but last month I had the best month in my career, so I am looking forward to the future.”
These success stories shout loud and clear—social media is the real deal for scoring new clients! Our social media services are not just boosting your online game; they’re throwing open the doors to a bigger, buzzing audience. Let’s get you in the spotlight! ✨
SEO Secrets: Converting Clicks Into Clients
Unveil the secret weapons of our SEO Package, a transformative force in converting website clicks into valuable clients:
- A hand-crafted Google Business Profile page that’s optimized to appear higher in search rankings. We’ll also add your logo and photos to personalize your page.
- Full integration between Google Search Console, Google Maps, and your website.
- We’ll do the hard work for you by recording your sitemap and submitting it to Google on your behalf.
- In-depth competitive research to find the most effective keywords to target.
- Optimized website title tags, meta descriptions, and website home copy to incorporate selected keywords.
- Schema markup optimization to target local searches and make you the go-to advisor in your area.
Angela Dorsey of Dorsey Wealth Management, a satisfied client, shares:
I have been with Indigo marketing for 4 years now and they have been excellent! As a small RIA, I look at them as my outsourced Digital Marketing department.
I love how my newsletters are customized to my niche and are in my voice. The newsletter content development is a collaborative process. My clients love my newsletters and I have gotten clients from it.
Indigo has also helped me launch LinkedIn campaigns and Facebook ads.
I love how the whole team is very responsive and truly engaged in helping me grow.
Just recently they helped me with my SEO efforts. After waiting a few weeks for the SEO to kick in, I am now very happy with the results!
I highly recommend Indigo marketing especially for smaller RIAs who have a niche they would like to target. I like knowing they are on my team!
Our proven tactics encompass a spectrum of strategies, including optimized Google Business Profiles, comprehensive integration, and personalized SEO approaches. These measures position financial advisors to dominate Google searches and attract high-quality traffic to their websites. For actionable tips and an in-depth guide, explore “10 Tricks to Rank Higher in Google Searches.”
Optimizing Website Conversions With Our Audit
Are you a financial advisor seeking practical advice? Let’s evaluate your website performance. A well-optimized website is not just a digital presence; it’s a tool that builds trust and converts visitors into clients. Our free Website Audit offers valuable insights to enhance your website performance and plays a pivotal role in optimizing trust and conversion rates. As Angela Dorsey shared in her testimonial above, our holistic approach contributed to the success of her SEO efforts.
Our free website audit shows you how to fix website issues that are hurting your business, and finally get the website you always wanted—without spending a fortune. It’s perfect for financial advisors who want to learn how to:
- Improve the usability of your website.
- Increase conversion rates.
- Identify content gaps.
- Grow your business.
Financial advisors, it’s time to refine your online presence and create a digital space that resonates with your target audience.
View the incredible transformation of three of our clients’ websites by comparing the before-and-after photos below:
Streamlining Client Interaction: The Power of Calendar Integration
Efficiency in client interaction is paramount. Calendar integration, coupled with our “Get Started Now” landing page and online scheduler, streamlines the conversion process. In this section, we illuminate how this seamless approach facilitates quick conversions and enhances the overall client experience. By removing barriers and simplifying the process for prospects to engage, financial advisors can create a positive and efficient client journey.
Unlock Growth With the Total Marketing Package
That’s a wrap on our comprehensive exploration of proven client-acquisition strategies! We encourage you to implement our Total Marketing Package for your marketing strategy.
Ongoing monthly benefits of the Total Marketing Package:
- 1 custom blog post each month
- Distribution of your monthly article via email, social media, and GBP
- Enhanced custom social media posts
- Monthly marketing metrics to track your progress and monitor campaigns
- Dedicated account manager to keep your strategy on track
Our holistic approach ensures a future of sustained success:
- Optimize your social media presence.
- Dominate Google searches.
- Enhance client interaction.
- Refine your website performance.
Embrace the power of client-acquisition strategies, and navigate the future with confidence. In the complex and ever-changing world of financial advisory marketing, adaptability and a proactive approach are the keys to unlocking growth and achieving enduring success.
Ready to get started? Schedule a free strategy session with one of our marketing experts today!