Susan Theder
Susan Theder
ADVISOR MARKETING
On the Calendly home page , visit the “ Event Types ” tab .
1 . Locate the event-type card you would like to embed and select “ share .” 2 . Select “ add to website .” 3 . Choose how you ’ d like to add Calendly to your site and select “ continue .” 4 . Make any relevant changes to your settings and select “ copy code .” 5 . Paste your code in your website ’ s
HTML editor .
The most important question you should ask is : Where is your target audience spending time ? That ’ s where you should spend time as well .
3 . Show Your Value
One of the things you must do with your marketing is show what you bring to the table . You must highlight your expertise to stand out from the competition . One of the ways you can make sure you ’ re doing this is by performing the “ five-second test .” Can the visitors to your sites learn who you are , what you do , and how you do it within five seconds of entering your site ? Try it . Go to your site and then , without scrolling or clicking , give yourself five seconds to take everything in . Then see how many of the following questions you can answer : 1 . Who benefits from your services ? 2 . What makes your firm different from others ? 3 . What ’ s your visitor ’ s next step ? If you make simple changes to satisfy a visitor ’ s curiosity in five seconds , you will likely reframe your site to visitors , allowing it to stand out from competitors while appealing to your ideal audience .
4 . Claim Your Google Business Profile
Google is a great place for advisors to get their name out there , especially when they have taken steps to rank higher in the site ’ s search results . The better they rank , the easier it is for people to find them and seek out their help . Though there are many ways to appear more in searches , one good quick one is to claim and burnish your Google Business Profile , where you can put important information about your business : Things like your name , address , contact information — and even reviews if your compliance department allows it . By optimizing your Google profile , you can make it easy for prospects to find your business and know if they are the right clients for you .
Go to Google . com / business / and click “ Sign In ” to claim your profile . From there , follow the instructions . Be sure to add the following , if applicable :
• Your business description ;
• A logo ;
• Your hours of operation ;
• Your social media links ;
• Your phone number , and
• Your office address ( if you have an in-person office ).
5 . Share Case Studies
Many people have never worked with a financial advisor before , and if you can demonstrate the ways you help people , visitors to your site will know whether you ’ re the right fit . One way to do this is by including case studies — stories that describe a problem that you solved for clients ( you won ’ t name them , of course ). You can keep your clients anonymous by keeping the stories general .
6 . Spend Time On The Right Social Channels
Not every social media channel will be right for you ( or approved by your compliance department ). What matters is that you find out which one works best for you and is worth your time . The most important question you should ask is : Where is your target audience spending time ? That ’ s where you should spend time as well .
7 . Use Canva To Liven Up Your Marketing
Any advisor trying to acquire new clients should think about creating content . It not only helps you find new clients but helps keep your current clients engaged . But to see the best results , you often need something that stands out .
Using unique , branded imagery can help . And luckily , you don ’ t need expensive software to create effective images for your content . With Canva , an online graphic design tool , anyone can create custom images to support their content . To get started , head over to Canva . com to create a free account . You ’ ll find it ’ s very easy to use and has some cool AI features that can make producing nice-looking graphics even easier .
Things You Can Do Today
As you can see , these ideas can help you boost your lead generation , and they are often as simple as adding links to existing content . I hope these tips give you some quick strategies you can implement today .
SUSAN THEDER is the chief marketing and experience officer at FMG Suite .
18 | FINANCIAL ADVISOR MAGAZINE | JUNE 2024 WWW . FA-MAG . COM