ADVISOR MARKETING

Susan Theder

There are simple things you can do right now to boost your marketing and get in front of prospects .

E ’ RE OFTEN ON THE LOOKOUT FOR THINGS TO IMprove our marketing , whether it ’ s expanding our social media presence , creating better websites , or finding better ways to communicate with clients .

Understanding the big picture is essential . But throughout my career , I ’ ve found that some of the best results can come from making small changes to what you ’ ve already built . Sometimes , all it takes is a title change or the quick switch of a thumbnail to adjust your performance .

To that end , I ’ m sharing a list of seven quick and easy-to-implement upgrades I would recommend for your marketing strategy .

1 . Add A ‘ Schedule Meeting ’ Button To Your LinkedIn Profile

Like your website , your social media profile is often people ’ s introduction to your brand , which means it can help you generate leads . So why not add a schedule button right to your LinkedIn profile and allow prospects to book an appointment ? You can do this in just a few steps : 1 . Click the pencil button on the right side of your profile , under the header .

2 . Scroll down to the “ custom button ” section . 3 . Click on “ Link ”

Custom button

* Indicates required

Select a button to display on your profile None Link

Link www . fmgsuite . com

4 . Paste the URL for whatever calendar app you use ( such as Calendly , OnceHub , etc .) into the box .

5 . Type what you want the link text to say ( what you want to appear below your name in your profile . I chose “ Schedule a Meeting ” but you can use any prompt that gets readers to take action ).

6 . Check your LinkedIn profile to ensure the button is working .

Susan Theder

3rd

Chief Marketing and Experience Officer , FMG WeathManagement . com CMO of the Year | InvestmentNews Women to Watch | ThinkAdvisor Luminary | Board Member

United States • Contact info Schedule a Meeting 4,353 followers • 500 + connections

FMG Suite

Bowdoin Collage

2 . Add A Calendar Link To Your Website

Next you want to add a link to your calendar app from your website . By adding a calendar link , site visitors can schedule and set meetings at a time that ’ s convenient for them . This will make it easier for you to turn prospects into clients .

I hear the most popular calendar app for advisors is Calendly , so below I ’ ve outlined the instructions to add it to your site . All calendar apps will provide similar instructions .

Go into Calendly . com and follow these instructions to embed a link onto your website :

JUNE 2024 | FINANCIAL ADVISOR MAGAZINE | 17