As a financial advisor, one of the best ways to generate leads is to use personalized digital marketing. No matter what stage of your career you’re at, it’s always helpful to learn more about using customized marketing and digital tools to find more leads.

Understand Who Your Target Audience Is

Before you can start marketing to prospective clients, you need to know who your ideal client is. A great way to do this is to look at the clients you’ve had the most success with and think about:

  • What traits do they share?

  • What motivates them?

  • What are their biggest challenges?

  • What are their goals?

Answering these questions can help give you a clearer idea of who your ideal client is, which can help you better focus your lead generation efforts.

Finding Your Prospective Clients

Now that you’ve got a clear idea of who your ideal client is, you can start reaching out to try and find them. 

Social media – such as Facebook, LinkedIn, Twitter, and Instagram – is the place to be these days. Of course, you don’t have to post on each platform all day long, but you must post consistently to help build an audience. 

Commit some time each week to post your content and engage with other people’s posts and any comments you receive. 

Make The Most of Your Website

Once you’ve started to get an audience on your social media channels, it’s essential to make sure that you pull them to your website. Customized and engaging content on your site can help with lead generation by:

  • Building trust

  • Providing additional value to clients

  • Aiding in client retention

  • Boosting your site’s search engine optimization 

The key to success is personalized content.  Focus on content that answers the questions your clients most frequently ask. Don’t get bogged down in technical details! Instead, focus on an easy-to-understand description of a product or service that could help a client, and end with an invitation to contact you. 

Harness The Power Of Email Marketing 

Once you’ve got great content on your website and have generated leads, it’s time to start converting those leads into clients!

One of the best ways to do this is through email marketing. Keep yourself at the forefront of people’s minds by giving them content that helps them solve financial problems and offers solutions for their financial goals. 

We Can Help

We can help you with all aspects of personalized digital marketing – from putting together a client profile to designing an email marketing campaign. Reach out to us today!