GOING DIGITAL IN FINANCIAL ADVISING
In today’s modern age, almost everyone needs to keep up with the boom of technology as well as social media in order to cope with the form of communication mostly used by individuals. This is especially true if you are a financial advisor. Since you are handling several clients, a smooth tactic to bolster your business and manage it more efficiently would be to join the millennials and start working on your internet accounts.
For starters, check your email every now and then because this is one of the ways to stay in touch with your clients. You can also practicer email marketing and provide quick tips that might lure them into considering your services. Luckily for you, it does not cost much to get started with this, as certain products provide assistance by giving a list of email addresses and as soon as you have them sorted you may add a signup form on your account to get visitors to register for market news, updates, and events.
And what better way to reach your customers and be updated with current happenings in their life that you feel like offering your expertise than Facebook? This is also one of the best ways to get connected with them especially since almost everyone has this account, even those who are aged 55 and above. Aside from this, Facebook is a great way for you to share topics relevant to their everyday financial life through your posts. Of course, you need to take into consideration the time of the day majority of your clients are online, and what types of content they are most interested in.
You may also create your own website to provide more details. It should be able to showcase not only your services but also your specializations in the industry. Your site should be user-friendly, easy to navigate, and contains both data and pictures that will keep visitors interested. Another plus of having your own website is being able to save time focusing on other aspects of your job such as building relationships and closing transactions.
Besides a website, you might want to try blogging as well, since it is also one of the most popular way of sharing ideas. You can answer frequently asked questions, share your thought about a new product, or even give advice on personal finance. You may also send your write-ups and get a referral, which can be attractive to potential clients.
If put together, these social media measures may be a helping hand not only in facilitating your business and gaining more customers, it can also add to your skills and make you an appealing choice for a financial advisor.
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