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3 Digital Marketing Tips Financial Advisers Need To Know


Digital marketing is not a sprint or a dash. Rather, it is a marathon. You’re going to be doing it for the long-term, and ensuring that you get the right, consistent pace will ensure your efforts will pay off without burning you out.

That said, there are many other things to know about digital marketing, but you may be wondering, as a financial adviser, how does this relate to you? 

Simple, digital marketing is important for success. And knowing the fundamental aspects will ensure your success. 

Here are some tips to help financial advisers make the most out of digital marketing:

1. Have A Blog To Educate Your Audience

The majority of consumers want to read articles that can help them make better decisions.

Having a blog allows you, as a financial adviser, to be able to regularly educate and inform your clients and prospects. That way, they won’t have to search for information online, which can be time-consuming and lead to information overload.

According to studies, most people prefer reading content for about eight minutes per session. That means having a blog that you consistently update will ensure your audience will have enough valuable content to ensure they can be well informed and educated on the value of your services.

2. Regularly Update Your Social Media

Having a blog is one thing, but having a blog where your audience can interact with you is another thing entirely. A blog that does not have comments, likes, and shares is a blog dying for attention.

As such, you should be using social media platforms like LinkedIn. LinkedIn, in particular, is a great social media platform to use for financial advisers looking to attract professional clients.

3.  Know Your Audience

Before creating your digital marketing campaign, it is important that you know your target audience. By knowing what your audience likes, you will be able to create the right content for them.

So, how do you know what your audience likes? Many financial planners we work with specialise in retirement planning. This means their ideal client often looks like the following:

  • Aged 45-65
  • Planning to retire in the next 10-20 years
  • Needs support with growing superannuation and investing
  • Has a mortgage and other debts they are looking to pay off
  • A busy professional (time-poor)
  • Ready to achieve financial security 

Understanding your ideal audience is about finding the most profitable clients – but also the most enjoyable to work with. This will be different for every financial adviser. 

If you want support finding out who your ideal client is (as well as how you can engage them as a client) chat to our digital marketing team at MBS. 

Digital Marketing – A Must for Your Financial Planning Business

Digital marketing can be simplified. It is all about knowing the steps in creating a campaign, the various platforms that you can use for it, and how to attract more of your ideal clients with it. 

With a bit of knowledge and potentially some professional advice, digital marketing is something that you can do to ensure your financial advisory business is always successful.

MBS offers digital marketing services for busy, time-poor financial advisers who are looking to grow their business the right way!

If you’re interested in enjoying digital marketing for financial advisers, reach out to us today!

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