People want to feel noticed. When you deal in a service or advice industry where you typically have a growing number of clients you will reach a point where you can’t personally see or speak to every client on a daily, or even a weekly basis (I’d say more than 25 clients tips you past...
STOP – before you head out the door to your next meeting or make a call to meet with a new client, consider this: before that meeting, your guest will search for you online. They will search for you online and want to know: —– THE SHORT VERSION —– Are you legit & professional? What do you...
After you’ve sent out a bulk email campaign – are you checking to see who’s read your email? Not just the percentage of opens… but the actual clients, who have maybe opened your email three or four times? What about the clients who have opened your email 10 times? Do you have a strategy in...
For most financial planners, your personal website is the cornerstone of your online brand. Every day we deal with financial advisors who are hesitant to rebrand, revamp or refresh their website for various reasons. Often the hesitancy comes from a history that includes: Paying too much for their website in the first place Not being...
In South Africa, freedom day is around the corner – April 27th to be exact. So, this post was created with this date in mind – but for our planners in Australia, New Zealand, Europe, US and the UK – you could use them too! We believe that future financial planners will be experts at...
EMAIL TIP FOR FINANCIAL PLANNERS: For your monthly email newsletter (if you don’t have one… please think about getting one, it’s your most valuable point of contact for online communication!), don’t use a recurring email subject line; change it for every campaign. The goal of staying in touch with your client regularly is not to give...
WARNING: This is going to be a quick – and highly valuable read. And you are welcome to use anything below, for free. There are many ways to create engaging content for your website or social media accounts – but the quickest way is with visuals. Striking, beautiful (and free) pictures. Don’t have cool free pics?...
I’ve seen exceptional memes on social media. Some have been exceptionally good – and others… exceptionally bad. In a content-saturated environment, most of us are constantly looking for new ways to get our message heard and noticed, and memes often seem like a good space to start… Memes… quite simply… are an idea, behaviour, or...
I am connected to close on 2000 financial advisors on LinkedIn, and this number grows daily. Often, I receive a copy-and-paste message, that the more socially savvy IFA’s are prone to doing in order to market their advice services to me. This, in theory is not a bad strategy – but so many get it...
One of the hardest things to do, in life and in business, is communicate in such a way that the person listening… understands. The more passionate and immersed we are in the things that we love, the more we use language that only those ‘in the know’ understand. Adding to this… when we start speaking...