Estimated Time to Read: 3 minutes
The landscape of financial advisor marketing is evolving rapidly. As you consider your marketing strategy this year, we'd like to share insights from recent interactions we've had with your peers within tru's community.
If you are looking to optimize your marketing efforts in 2024, please give us a call. We'd love to help leverage our expertise alongside our community at large to help support your growth goals.
Website: Is your website worth the clicks? Is it a lead-magnet? When did you last review it?
Think of your website as a means of generating business. It is a form of communication — and communication best practices must apply. That means being direct, concise and adding value for visitors.
If it is not "working" for you, it may time to consider a review (we can help!)
Personalized Marketing: Are you leveraging client segmentation or categorization strategies in your digital marketing efforts?
Your focus should be on creating content that not only educates, but also aligns with the values and goals of your target audience. Think content geared towards estate planning, or financial education for the next generation.
SEO: go to Google and search "Financial Advisor Near Me". Do you or your firm show up?
The Advice industry is highly competitive, and standing out is crucial. By incorporating an SEO strategy, you can increase your online visibility and differentiate yourself from your peers by appearing higher on search results.
Real-Time Data Analytics: Is your marketing strategy working? How are you tracking marketing KPI's? How often are you reviewing your data?
Understanding your website visits, click rates and open rates is paramount to continue to evolve as the world evolves around you.