Marketing Tips

Search Engine Optimization

Learn the top factors that affect your search listings, tips for website construction, how to develop and organize SEO-friendly content, how to use Google My Business, and the importance of social media on SEO.
 

Email Marketing Tips

Learn about compliance, how to build your list, get suggestions on how to create a strong cam-paign, master the art of creating a powerful email, get tips on lay-out, learn how to create strong calls-to-action, and get subject line DOs and DON’Ts.
 

Getting Referrals is Not About Asking

 

It is not true what you been told – you don't get more referrals because you ask for more.
In my work, I know that people refer not because they are asked to, but because they want to. John Jantsch, in his book The Referral Engine, goes a little further – people refer because they need to.
 
A study about to be published by Julie Littlechild of Advisor Impact now reveals statistics to support this understanding (thanks to Michael Kitces, whose blog brought this to my attention). Littlechild found that 57% of clients who referred did so because they found a friend who had a need they knew the advisor could address. In her prior study, The Economics Of Loyalty, she had already established how little impact asking for referrals had. In comparing the category of clients who made virtually all the referrals to the categories of clients who made no referrals, she found no significant difference in whether or how often the advisor asked for them.
 
Jantsch writes that in a modern referral generating system, the orientation has changed from finding to being found. How do you accomplish this?
 
Provide excellent service. This may seem obvious, but many advisors do not focus on this, and even more advisors fail to go out to their clients to ask whether the service is perceived to be excellent (or even what the clients consider “excellent”). As Peter Montoya recently said, “If you aren't receiving client referrals, frankly, your service stinks.”
 
Be something that sets you apart. You must be different from other advisors so that when a client hears a friend or acquaintance express a need or desire, they will be able to match it to that special thing you stand for.
 
Engage your clients in helping you understand what is unique about you that they value, and how to describe it. As they teach you how to describe the unique value you bring to clients, they will be teaching themselves. And when they find a friend or acquaintance who needs that particular value, the referrals will come.

 

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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