Nibletz Staff
New Customers Concept - Green Pushpin on a Map Background with Selective Focus.
If you’ve started a financial advice business, then you need clients. Yes, I am stating the obvious. I guess it would be more useful for me to tell you exactly how you can get more clients for your financial advice business.
Oh, look! An amazing article telling you how to do just that!
A sleek, informative website
Most people are going to make their first judgments about you based on your website. That might sound a little unfair, but it’s the truth. And those first judgments can be pretty hard to erase, so you need to make sure that initial impression is as good as can be. Look into the best professional web design and development that you can. Your website should include testimonials from happy clients, if you can get them. It should also feature photos and information about the advisors at your firm!
Clear, cogent information
You have to make sure you’re not confusing a potential client. All the information on any media or materials you have out there needs to be clear and cogent. Know how to communicate your ideas and methods to them without getting their eyes crossed. Clients tend to want to know more about the financial world when they speak to an advisor. Have you used confusing language and buzzwords in your copy? Then they’ll assume that you’re going to be difficult to understand face-to-face, too!
The right tools for the job
The software you use is going to be the medium through which you do the work for your clients. So the software you use can be a strong reflection of how effective you are in this business. Now, it’s not necessary for you to tell people on your website exactly what software it is that you use for your business. But when people become clients, they will probably find out eventually. And if you’re using some feature-light freeware, word might spread. Of course, that’s not to say that all freeware has a bad reputation. You just need to be careful when looking for financial planning software.
Marketing!
This is probably the most important step when it comes to getting clients. After all, it’s how pretty much every business finds customers and clients. A business specializing in financial advice is no different! You have to get the word out there just like everybody else. There are, of course, many platforms on which you could launch a great marketing campaign. Digital marketing may be of the most use to you, but don’t dismiss the more traditional mediums of television and billboards.
Social media and blogging
Yes, your business should have a Twitter and a Facebook profile. And yes, you should have a blog on your website. Not only are they essential tools in marketing, but they will also let potential clients see an essential side to you. They’ll see a more personal side, which is very important considering that they’ll have to meet you face-to-face. You could use these platforms to share attention-grabbing advice and think pieces. Of course, don’t make them too in-depth. People are supposed to be paying you for that privilege, after all!
