view here can raise your profile in Google searches , which is especially important for advisors , since many of the people looking for them want someone local .
Naturally , the way you acquire reviews will depend on your firm ’ s policies and procedures regarding the new SEC marketing rule . So before you take any further steps , I recommend checking with your compliance team first to make sure you ’ re not running afoul of regulations .
3 . Start Running Webinars
Webinars are underused by advisors looking to generate new business , even though many advisors who do use them find them to be effective . The reluctance might be due to the fact that webinars feel more complicated or intimidating than other strategies . Yet they don ’ t necessarily have to be . They ’ re easy to set up once you ’ ve learned the ropes of a chosen platform , and they require few resources to run . Here are a few ideas to help you overcome your worries :
• You ’ ll want to come up with a good topic for the webinar , perhaps a case study in which you tell a story that illustrates the advice you ’ re giving . You can make it about something timely that was in the news . You can address the problems of
Referrals from other high-profile professionals are still one of the best lead-generation strategies for advisors .
specific niche clients ( perhaps doctors or business owners who had a problem ). You can touch on evergreen topics ( such as taxes or Social Security ). Or you can talk about service-gap topics ( things you do for clients that they may not be aware of ).
• If you ’ re nervous about being on camera , consider bringing a subject matter expert along as a guest . That way you can share the focus , and both of you get a chance to promote your services to each other ’ s networks .
• You ’ ll want to schedule your webinar for a time that works best for you and your audience , which tends to be midweek . You can promote the webinar with an email and social post the week before the events , then send an email three days before and one more the day of .
• After the event , send an email to attendees to thank them for joining you and to all non-attendees to say you
missed them . Offer a link to the webinar in both cases so your clients can replay it . Also , add the webinar recording to your website ( perhaps in a “ Resources ” section under “ Webinars .”) That will allow you to differentiate your website and let prospects see you in action . You can also repurpose the clips to build out your social posts for the week and check the chat for viewer questions . You ’ ll also likely get new webinar ideas that way .
4 . Referrals From Unexpected Places
Referrals from other high-profile professionals are still one of the best lead-generation strategies for advisors . Many of you likely start with attorneys and accountants , but you might want to consider going outside the box , looking for anybody who handles large sums of money or makes financial decisions .
• Consider college admission coaches . Besides helping families prepare for the college application process , they also often help families with the financial elements of admission , such as finding scholarships and filling out the Free Application for Federal Student Aid ( or FAFSA ) form .
• Also consider life coaches . These people are often working closely with clients seeking personal growth and change . Such people are also likely going to be thinking about financial planning as a key element of their goals .
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