How to Create a Digital Marketing Strategy

How to Create a Digital Marketing Strategy

An increasing number of financial advisors are catching on to the fact that most of their clients and target market reside in a digital world where, if they fail to connect with them there, they risk becoming irrelevant or obsolete. Email, the internet, and social media have transformed the way consumers conduct their lives, and their influence now surpasses all other forms of persuasion, including television and print media. The critical question financial advisors must ask themselves now is, “How much digital influence do we have over our target market?”

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Now Is the Time to Take Your Video Marketing to the Next Level

Now Is the Time to Take Your Video Marketing to the Next Level

As a result of the covid19 pandemic, both advisors and their clients have discovered the benefits of virtual communications. For clients, it has resulted in more convenient, expeditious, and personalized communications from their advisors, which they value tremendously.

For advisors, it has resulted in greater efficiency, more visibility, and more opportunities to connect with prospective and current clients, which translates into more growth and profitability. To a great extent, advisors have been able to turn an obstacle into an opportunity by adopting video conferencing and webinars with great success.

However, with the adoption of virtual communications, advisors have only scratched the surface of technology’s potential to transform their business. Imagine what could happen if advisors take full advantage of the technologies available today that have increased visibility, customer satisfaction, and retention, and converted more leads in other industries for several years.

Let’s take, for example, how tech-savvy Financial Advisors are turning to video marketing and live streaming as a way to get their message out.

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Why It’s Critical for Advisors to Build Online Influence

Why It’s Critical for Advisors to Build Online Influence

The most significant transfer of wealth between generations is underway right now. For Financial Advisors, it could be an extraordinary opportunity, or it could threaten their very survival. Ultimately, it’s a matter of trust.

Do investors have trust issues with Financial Advisors? A study by the CFA Institute revealed that the financial services industry is among the least trusted industry. Only half of those surveyed indicated they trust the financial service professionals to do what’s right. In a separate survey, the CFP Board found that just 40% of investors trust financial advisors to put their interests first.

Of the emerging group of affluent investors, millennial and Gen Z investors – the ultimate beneficiaries of the great $30 trillion wealth transfer occurring over the next 30 years – may be the least trustful.

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