Sunday Funday? More like Monday Funday! This week’s 5 Little Things post focuses on the tech tools and tricks you need to know to improve your financial planning firm’s marketing efforts.
As the old saying goes, there are only two certainties in life — death and taxes. But in today’s ever-evolving world, the reality is there is a third certainty: change. The financial services industry is worlds different than it was fifteen, ten, or even five years ago. Here, let’s look at the recent rise of robo, how financial services firms can competitively market to keep up with these platforms, and some considerations in taking the next step.
As a financial professional, you are likely used to identifying financial characteristics of your prospects but who are “your people”—beyond the balance sheet? Turn yesterday’s target market into buyer personas by giving a name, face and key human characteristics to develop a crystal-clear picture of your ideal customer to provide key insights for targeting your marketing efforts. Capturing these insights may just help deepen existing relationships as well as find other like-minded individuals that may be a perfect fit for your firm.
Episode 21 will knock your socks off. Kirk shares the marketing productivity tools he’s researched and tested that make his days go smoother and advisor marketing more productive. Good tools allow you to pursue marketing you either can’t afford or don’t have the expertise or time to create and implement. Listen to the whole podcast for clear insights on how to leverage each of the these tools and possibly change your practice forever. (Also, catch Twenty Over Ten featured at around the 19:00 mark.)
Exciting news for all you avid Facebook Business page users: Facebook is finally letting page owners create groups connected to their pages. Page-connected groups can create a pool of people that your financial planning firm might want to advertise to on and off Facebook. However, Facebook will not yet allow page owners to target ads to group members through custom audiences. Looks like a great step towards expanding your network.
Image search on Google is the second most highly used search platform behind Google.com, searched more than the remaining Top 10 web properties combined, and it’s severely underutilized. It’s clear that images will continue to play a powerful role in helping financial services businesses get found. Yet too many businesses fail to optimize images separately from the article, web page, or landing page where they are displayed. As a result, they lose valuable opportunities to promote their brand and service in search results. Fortunately, for Twenty Over Ten users we already integrated this into all of our sites.