Using Client Personas to Attract Your Ideal Client

Using Client Personas to Attract Your Ideal Client

Most financial advisors are familiar with the concept of creating an “ideal client profile” used to identify the type of prospects they want to target. However, that may not go far enough to attract and directly engage with digitally savvy high net-worth investors in the digital age. Emerging-affluent millennials, in particular, are cautious about who they engage with if they can’t see what’s in it for them.

In a digitally wired world, financial advisors need to be able to identify with their target market and communicate in a way they can identify with you. That requires taking the ideal client profile to the next level by digging deeper into who they are, what they do, how they think and communicate, and why they might want to engage with someone like you.

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Digital Marketing for Financial Advisors – How Social Media Can Generate Leads

Digital Marketing for Financial Advisors – How Social Media Can Generate Leads

Financial advisors know how difficult it is to make contact with high-net-worth people through phone calls and emails. However, when they reach out to connect with the same people via LinkedIn or Twitter, they are often welcomed with open arms. From there, they simply become part of the conversation, which opens the opportunity to build relationships.

By actively participating in popular social media sites, such as Facebook, Instagram, Twitter, and LinkedIn, you automatically expand your online presence while building social capital. At the very minimum, your participation provides social proof to your target market that you exist and that you might actually have something of value to offer.

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Storytelling for Financial Advisors – Acquiring High Net Worth Clients through “Storyselling”

Storytelling for Financial Advisors – Acquiring High Net Worth Clients through “Storyselling”

Nowadays “storyselling for financial advisors” is a big search trend. I found a book with that title but I doubt that’s what people in the industry are looking for. My guess would be that they are after high net worth clients with yet another “modern technique”. Truth be told, storyselling is just a catchy name for good old storytelling that Financial Advisors so rarely master completely.

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