Some financial advisors are initially turned-off by this instant-answer expectation. However, consider the timesavings created by not having to take calls or e-mails about basic information that can be easily accessed online. Make answers to common questions readily available on your website and within your client account portal. Anticipating questions and needs is a winning financial advisor marketing strategy, regardless of the audience.
Tip: If you’re unsure which features or content younger prospects want—ask. Most love to share their opinions (as evidenced by their obsession with social media, online reviews, blogs, etc.)
Move Forward!
You have some ideas on where to start, so move forward. Work with a financial advisor marketing firm that can help you learn how to DIY and/or provide strategy, content and production of effective deliverables aligned to your brand and audience.
Nicole Miller is the founder and chief happiness officer of Advisor Forward Marketing & Consulting.