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The Old Reliable Ways Still Work Best For Prospecting, But Keep An Eye On LinkedIn For Delivering Results
It turns out that old-fashioned calls for referrals still work best for advisors looking to build their books, but some forms of social media prospecting have started delivering real returns on the time invested.
According to the Advisors Trusted Advisor's latest survey, getting a lead from a client or fellow professional is still the most successful way to generate new clients, while hosting a seminar or other networking event is still the most popular.
The gap between "successful" and "popular" is interesting in itself, and points to the age-old notion that advisors love to throw a party even if it fails to deliver much immediate business impact -- and yet hate to ask existing clients the single most important question to build a business.
"Do you know anyone who may need an advisor that delivers the same service that I give you?"
The gap also emerges in the data on social media. Formerly hated as a gimmick in many firms, platforms like Facebook are still wildly unpopular -- tied with cold calling -- as a marketing channel. But LinkedIn is becoming relatively popular, with use doubling off a low base over the last year.
Unfortunately, ATA is staying cagey for awhile on whether social media actually work to bring in new clients. If it turns out that it doesn't, then all the bells and whistles in the world may be just another form of throwing a party.
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
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
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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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
