4 Tips to Make Your Blog More Socially Shareable

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88% of millennials used Facebook as their main source of news in 2015. As a Financial Advisor, you should be continuously trying to reach a wider audience in order to help build brand awareness and thought leadership. Content marketing helps boost your websites SEO, increasing the overall traffic to your website and ups your position as a thought leader in the financial industry.

Blogs are a great way to attract future clients and keep current clients up-to-date. Here are four tips to help make your blog more socially shareable.

Cut the Jargon

As a Financial Advisor, you’re well-versed in your trade. When it comes to making your blog more socially shareable, however, you’ll want to keep specialized financial vocabulary to a minimum. Always keep in mind that your audience, for the most part, is not comprised of other Financial Advisors who have a background in Financial Planning and are familiar with terms like “annuity,” “fiduciary” and “asset class diversification”.

To make your blog more socially shareable, write simply and clearly. Avoid using jargon, but if you have to, make sure that you explain it in a simple and direct way. Always take your audience demographic into consideration.

Be Mindful of Your Audience

Cutting the jargon does not, however, mean dumbing down your language. Instead, write informative and direct posts about a variety of subjects. You can write about general topics like retirement, or much more specific ones like what you need to know about your RRSP as this year’s deadline approaches. Make sure that they are well-researched and well-written, as clients and prospects will continue to visit your blog if they feel that they are receiving unique, valuable and sound financial advice.

Get Connected

A great way to attract more visitors to your blog is to advertise it on social media. Get connected through the use of social media platforms such as Facebook and Twitter. These platforms will allow you to promote your blog regularly in creative and interesting ways. The key word here is regularly. In order to maintain public interest in your blog, you will need to post frequently. People will lose interest very quickly in your blog if you’re only posting once every few months. That doesn’t mean that you have to post three times a day (in fact, that’s probably overdoing it), but rather that you should come up with a reasonable schedule and stick to it. Websites that are updated with fresh content regularly generally receive significantly higher traffic than those that are not.

Keep Your Word Count to a Minimum

This is a crucial tip. When you’re writing blog posts, don’t churn out a Moby Dick length novel of financial advice. Keep your posts short and to-the-point so readers aren’t overwhelmed or bored. It is important to keep in mind that the majority of website visitors scan a new page, rather than read it word for word.  By keeping your blog posts short and concise, or in list form, it will make it easier to engage visitors who prefer to scan a page.

Just as you keep your posts to a reasonable length, make sure that you stick to the point. As a Financial Advisor, people are visiting your blog to read valuable advice and gain unique insight into financial activities so be sure to fulfill that component.

Social media is a great way to build your personal brand. Making your blog shareable across several platforms will help you keep your current clients informed while expanding your reach to new prospects. An increase in traffic for your website, over time will position you as a thought leader in the financial planning industry. So, if you haven’t done so already – set up a Twitter and Facebook account right now and get to work!

 

7 Financial Marketing Trends in the Wealth Management Sector

“Call Me, Maybe?”: Why Clients Leave Their Financial Advisors

This post was authored by Khalid Usmani and originally appeared here on GuideVine.

Given the high levels of market volatility, most financial advisors are getting more calls from their clients on how their investments are performing. But if you are the one receiving the calls, and not the one making them, then you are already behind. The best advisors follow a well-defined communication strategy with clients and stay ahead of the story.

History Is The Best Teacher

Following the initial surge of client departures in 2008, one out of four high net worth clients pulled their assets from their existing financial advisor and another third did so in the following two years. What was driving this behavior? A major reason why clients left their advisors then, and continue to do so now, is poor communication. While investment performance is always important, it isn’t the only thing clients care about. The Oechsli report, “The New World Adviser,” [note: email registration required] found that clients with $250 thousand to $10 million in investments were often more concerned about clear, timely communication and quick problem resolution than about investment performance.

Get Ahead of The Story

You should always be communicating with your clients – good times or bad. Many financial advisors make the mistake of avoiding clients during the challenging times, but sticking your head in the sand won’t make things better. Aside from sending information on how your firm is handling the market volatility, as an advisor, being responsive to any questions is critical. Nearly two-thirds of high net worth clients surveyed indicated they would leave an advisor who didn’t return their call in a timely manner. That shouldn’t surprise anyone.

Ad-hoc Messaging vs. A Defined Communications Strategy

For financial advisors, effective client communication is as much about using the right communication channels as it is anything else. If you don’t have a well-defined client communications strategy in place you are increasing the risk of client dissatisfaction. Ad-hoc communications can easily fall short or even through the cracks. Communications guided by a deliberate strategy, rather than by circumstances, are much more likely to produce the desired results. Here are five critical elements around which to create your strategy:

  1. Communicate through multiple channels with your clients. With communication, more is better – not necessarily in terms of volume, but in terms of effectively connecting with your clients through the best channel at the right time.
  2. Ask your clients about their communication preferences. This should be done at the outset, in person. If not, you should conduct a detailed survey asking your clients how and when they would like to receive information – offering a full range of options.
  3. Segment your client base by service level. Your CRM system should allow you to add profile markers indicating the type, timing frequency and channel preference for communications. Your CRM system should also be able to automate the workflow of client communications.
  4. Focus on education. Clients want to feel smart about their finances and investments. Offering opportunities to gain knowledge through an e-newsletter, social media postings, a blog, or a webcast is a form of communication that clients appreciate. It also creates more opportunity for client interaction. If you’ve segmented your client base, you can target them with more relevant information.
  5. Create and communicate service standards in a written agreement. Much of the dissatisfaction with client communications comes from not knowing what to expect. A written agreement will set the expectations for response times and contact frequency.

Finally, there is no substitute for personalized communication. This is a critical part of any advisor-client relationship. Depending on your client’s communication preference (e.g., email, phone, social media), sending them a quick, individual message can build a stronger relationship as well as provide you an easy way to address any concerns. The cumulative effect of consistent, meaningful contact with your clients creates a layer of security making them feel appreciated and that you are looking out for their interests, good times and bad.

8 Elements of the Perfect Advisor Website Homepage

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The homepage of your website is the most viewed and linked to page of the average website and as a result it is one of the most important pages on a site. If you’re a Financial Advisor looking to create a great website, here are the eight elements you need.

A Clear Value PropositionWeb address

These days, people do the majority of their research online. Therefore, it’s important that your website clearly and succinctly explain exactly what your business is about. What areas do you specialize in?
What types of services do you offer? What sets you apart from other Advisors? For many people, your website homepage will be their first contact with your business. If they have to click a bunch of links just to find out what you offer or what sets you apart, chances are they’ll simply move onto another website.

Clean, Correct Writing

The perfect Advisor website homepage requires the use of correct language. If your website is riddled with grammatical and spelling mistakes, or even just bad syntax or awkward wording, people will not take you seriously. If you’re not confident with your writing skills, make sure you hire someone who is to do your business writing for you. Quite simply, bad writing means bad business.

Clear Call to Action

A call to action (CTA) is a button or link that you place on your website to drive prospective customers to become leads by filling out a form.  CTAs also help to guide your visitors into or through your website.  CTAs help to direct focus and make your website more efficient by giving your visitors a path to accomplish their objectives.

A Professional Photo

Make sure you include a professional, high-resolution photo of yourself on your webpage. If you work as a team of Financial Advisors, include their photos, and perhaps a professional but collegial-looking group photo. By including a photo of yourself and your team, you’ll not only personalize your website, but you’ll help establish a sense of trust with your viewers.

An Informative Bio

Your bio is the place where you tell your viewers (and prospective clients) a little bit about yourself. This section is especially important as, like the photo, it helps you reach out to your clients in a personal yet professional way. Keep your bio short and to-the-point, but don’t be afraid to throw in a few fun facts about yourself.

Use Keywords

In order for you to have the perfect Advisor website homepage, you need people to visit it. Make sure people can find your website by using strategic keywords that will come up when someone is using a search engine to find out information about Financial Advisors. There’s no point in having a webpage that no one can find!

Design

The design of your website should be sleek and well-organized. It should express the unique personality of your business, and clearly outline your services.

Keep the Text to a Minimum

People’s time is valuable, and most people don’t want to read a whole bunch of text that is irrelevant to what they initially searched for. Keep the text on your homepage simple, direct and informative. Make sure all your links work as well; broken links give an impression of unprofessionalism.

Remember, your website is an expression of your business and its capabilities. Don’t just throw up any old thing on the Internet; spend a bit of time and money investing in the perfect Advisor webpage.

Before Upgrading Your Website – Part 2

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Is it time to upgrade your website? As discussed in Part 1 of this series, it is impossible to ignore the fact that most people “Google” almost everything. In fact, according to Nextopia, 86% of Baby Boomers and 90% of Millennials routinely research products online. For Financial Advisors, a professional and relevant website is becoming so critical to their business that it cannot be ignored. A website not only helps keep Investment Advisors in touch with their clients but will be necessary to gain and service new clients in the future.

So where do you start? You might be feeling that this will take time and may even be a little painful. The best way to begin is to take the steps to have all the aspects of your website well thought out so that it tells a cohesive story about you and your business.  Here are things you should consider before you begin in order to make the process more constructive and maybe even pain free.

  1. Carve out some time to work on this. Book some uninterrupted time in your calendar to go plan out what your site will look like and what you want your visitors to “feel” when they come to your site.
  2. Take a look at your competitors’ websites. You don’t have to reinvent the wheel. Take note of what you like and what grabs your attention. It is also important to note what you don’t like or what makes you lose interest. These negatives can be great in helping you avoid some of the pitfalls of a poor website design.
  3. Create your BRAND. This is very important! Your website is a reflection of you, how you do business and what your strengths and values are. Start by asking yourself these questions:
  • What makes you unique?
  • What do you like most about your business?
  • What do your clients like about you?
  • What are your business values?
  • How would you like to appear to others?
  1. Create a tagline. Taglines are like slogans or mini mission statements that can succinctly describe who you are and what you stand for. Once you have determined your BRAND, you can work at developing a tagline which can be displayed prominently on your website. Just to be clear, this is not a value proposition but a short, catchy phrase which reflects you and your business.
  2. Create your topics. Topics will be represented in different pages on your website or links found in the navigation bar at the top of your page. Take a look at other sites to get an idea of what you might want to include for example, “About Us” and “Products and Services”. It is important, however, that you make sure that you have at least one topic that reflects what makes you unique.
  3. Create your text. Good text is the backbone of your website. This is also where many websites get it wrong. A long, rambling essay is not going to attract the attention of your website visitors. Define what you want to get across about your business, use clear and friendly language, be concise, and be direct. Let them know, in an obvious way, why they should do business with you. Calls-to-Action are important to encourage your visitors to interact with your website.
  4. Use professional photos. Your visitors want to see a photo of you and your team. Much like house buyers looking at houses online will only consider those which have photos, most people will likely not show interest in your site if there are no pictures. Try to get several different poses of you and your team, including some that seem more spontaneous.
  5. Add interest by using stock photos. One of the most important things to take into consideration when designing your website is how users think. Think about how you navigate websites when you are online. Most users want instant gratification and a website which gives them interesting and credible information fast. They scan, not read, a website which means you have to grab their attention immediately in order for them to remain interested. You can do this by adding pictures to complement your text. Stock photos are a good way of making your point in an instant.
  6. Consider ways to keep your website fresh. Keeping your website fresh and updated has probably not been your number one priority and may seem like too much work. However, consider this, updating can result in more traffic to your site, allows you to deliver information in a timely fashion and to more individuals and lets you repeat your BRAND and uniqueness to visitors. On the other hand, not updating your website may create a negative opinion. There are many ways to keep your site updated by blogging, creating newsletters, market updates, and demonstrating community involvement. How you do it will probably depend on your firm and what support they provide.

 

Marielle Demers is an Investment Advisor Coach who has worked with Advisors across the country. She has been in the financial business for over 20 years and strongly believes that Canadians should be using an Investment Advisor for all their investment needs. As a coach, she also believes that the most important part of building a strong financial business is to see it through the clients’ eyes. She works with other experts to help you build a customized plan and to IMPLEMENT that Plan. Marielle can be reached at marielle.demers@sympatico.ca or 416 540 5158

Read how Brandon Silbermann, from Don Stockman Financial Services Ltd., used Digital Agent by Veriday to create a digital branding platform for his company.

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Reprinted with permission from Investment Executive.  

Brandon Silbermann’s digital branding initiative was powered by Digital Agent by Veriday.

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If the new way of doing business for financial advisors is at the intersection of the latest digital marketing technology and good, old-fashioned client service, Brandon Silbermann might just be the advisor of the future.

A typical day for Silbermann might include updating his practice’s website, checking his LinkedIn account and driving to a client’s farm to discuss his or her financial plan.

Silbermann, 25, is an advisor with Don Stockman Financial Services Ltd. in Waterloo, Ont., which is affiliated with Oakville, Ont.-based Manulife Securities Investment Services Inc. He officially joined the investment industry full-time in 2013 after graduating from the University of Ottawa’s Telfer School of Management, from which he obtained an honours bachelor of commerce degree in finance.

But back in 2013, Silbermann already was familiar with financial advisory work, having been involved in his school’s co-operative education program, through which he was mentored by Don Stockman, advisor and founder of Stockman Financial.

Silbermann now is an advisor with that practice with his own book of business, consisting of $22 million in assets under management. He is licensed to sell mutual funds, which are offered through Manulife Securities, and insurance products, through Kitchener, Ont.-based Financial Horizons Inc.

Silbermann has learned many lessons from Stockman, who has been an advisor for more than 30 years in the Waterloo region. These lessons include key steps in maintaining strong relationships with clients. “Don always told me to do the right thing,” Silbermann says. “Take good care of the client. Make sure you see them face to face.”

Silbermann brought to the established practice some special knowledge that is characteristic of his age group. He took on the large task of creating an online brand for the practice, which did not have a website prior to Silbermann joining the firm.

This digital branding initiative included creating a website with the help of a third-party digital-marketing company that works with Manulife. The Stockman Financial website would allow Stockman and Silbermann to communicate their skills and experience to families and small-business owners, such as farmers and skilled tradespeople in the construction industry, who are an important part of Stockman Financial’s niche.

“We have three or four generations of some [client] families,” Silbermann says. But the firm needed a way to communicate its expertise to other clients and prospects: not only an online presence, but one that stays up to date.

Silbermann ensures that the website’s functionality fits the ways in which people use technology. “The majority of web searches are done through smartphones,” he says, his empty hands gesturing as if scrolling through a smartphone screen. “So, it was critical for us to have something that is mobile-compatible so that people could see it – so it looked nice on their phones and was easily searchable.”

Silbermann is active on LinkedIn, connecting with other professionals on that social media network. He does not network through Facebook or Twitter, but he is planning to join Manulife’s social media program for advisors, which will guide Silbermann in using Twitter in a compliant manner.

Silbermann’s digital strategy seems to be working just fine. He added three new clients through his use of LinkedIn in 2015.

Silbermann does not spend much time pursuing prospects online, aside from sending out LinkedIn invitations to connect with other professionals. He finds that fellow LinkedIn users will check out his profile, then ask him questions through that social-media network. But those conversations do not remain online for long, as Silbermann’s strategy is to meet prospects in person as soon as possible.

“As much as the world is digital,” Silbermann says, “you need to put a face to a name, especially in a business that is as private and important as money.”

That principle has Silbermann convinced that robo-advisory services, which are becoming increasingly well known, are not a serious competitor. These online services cannot provide that human connection that is important to both Silbermann and Stockman, the latter of whom always emphasizes the importance of seeing clients in person, even if that means driving to the farmhouse of a client who lives outside of the immediate Waterloo area.

“Being able to be there with these people, their farming families and companies, generates a whole other level of trust, integrity and rapport,” Silbermann says. “It does not concern me how the industry is changing.”

Silbermann also is confident that his age is not an obstacle in attracting new clients. The keys, he says, are to associate yourself with a successful brand, then develop a positive relationship with individuals who can speak on your behalf. The affiliation with Manulife, which has a visible presence in the Waterloo region, and to Stockman work to Silbermann’s benefit. Once he builds trust with young clients, he can appeal to their parents.

Silbermann’s office acts as a showcase for his clients’ skills. The flooring, which looks like reclaimed barnwood and is symbolic of Waterloo’s farming tradition, was installed by a client. A painting of bright yellow construction machinery set against a skyline of tall buildings, created by a client’s son, was commissioned by Silbermann; the painting represents the type of hard-working individuals who make up an important part of Silbermann’s client base.

Silbermann also speaks to university students about entrepreneurship on his own time. One of his goals is to help his alma mater grow its investment club. He is an avid reader of books on business, technology and foreign policy. He also is working toward a certified financial planner designation.

BUILD TRUST WITH YOUR CLIENTS

Millennial-generation financial advisors should consider both traditional and digital methods to establish a strong rapport with clients and prospects, according to Brandon Silbermann, an advisor with Don Stockman Financial Services Ltd. in Waterloo, Ont. Silbermann offers the following tips to help young advisors get off to a good start:

1. Develop a mobile-friendly website

A strong online brand can help you connect with prospects and show what they can expect regarding your skills and the services you would provide as their advisor. Because a growing proportion of online searches are conducted on mobile devices, your content must be easily viewed on smartphones and tablets.

2. Be honest

Taking a direct approach with clients about fees, products and other issues will help young advisors build trust with clients of all ages, Silbermann says.

3. Connect with established brands

Joining a large firm with a positive reputation or the practice of an experienced and trusted senior advisor can help you build trust.

Working with a known entity also provides instant credibility, says Silbermann: “It helps you get over the initial hurdles of being a younger person in the industry and managing money professionally.”

4. Build a network of mentors

Consider the type of business you want to run in the future and look for professionals in various industries who fit your vision. Silbermann has four mentors, each works in heavy construction, group benefits or portfolio management. And don’t be nervous about approaching established professionals. “If you have a good connection with them, they will share a lot about how they got to where they are.”

© 2016 Investment Executive. All rights reserved.

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This post was authored by Tessie Sanci and originally appeared here on Investment Executive

Increase Your Bottom Line Using a Corporate Intranet

Employees are the backbone of any business. Not only is it important to hire the right people, it is equally as important that you are keeping your team engaged. Employee engagement, productivity levels, and technology are completely intertwined. The more engaged your employees are, the more productive and successful your business will be.

In today’s age, embracing technology is one of the best ways to reach your goals when it comes to employee engagement. Intranets promote productivity because they can help employees focus better, listen more effectively, and can eliminate unnecessary noise.

The world of intranet technology has been constantly changing and improving over the years.  The year 2016 is set to bring more innovation to intranet technology that will help organizations do more, and reach new heights. Increasing your employee engagement through the use of technology is just the tip of the iceberg to the overall success of your business.

The infographic below, courtesy of Jive Software, validates the need for a corporate intranet to drive employee engagement today. Lack of Employee Engagement is Killing Your Bottom Line Infographic

Why you NEED a professional website! | Part 1

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Recently, I have been looking for a new dentist, someone who practices closer to where we live, in order to avoid the stress of the Toronto commute. Some friends graciously provided me with the names of dentists in our area. You might not be surprised to learn that the first thing I did was “google” them. What might be surprising is that the professionalism and look of each of their websites influenced me more than I expected. I became annoyed at those who did not bother to have a website and was pleasantly surprised by those who took the time to set up a professional website to convey their business practices.

As a Financial Advisor, it is important for you too to communicate your business practices and to do so in a professional manner. One of the best ways to do this is through your website. While most Financial Advisors have websites, a large majority of them do not make it a priority to upgrade them in order to use them as a communication, marketing or prospecting tool. So take the time to look at your website to see if it is a reflection of you and if it is something you are proud to have your clients and prospects “Google”.

Here are the reasons why my clients tell me they have not made their websites a priority:

1)              “I don’t know where to start.” One of the most important aspects of a good website is to have it be a reflection of you, your uniqueness and your strengths. Discovering what you want to communicate about your business takes a little time and consideration but it is well worth it as it can become the cornerstone of every aspect of your business. Start at the beginning and write down what your clients should know about you.

2)              “I don’t have time to do that.” Most of the time, I find that it is not time that is the issue but priority. Make it a priority and carve out time to work on it.

3)              “It costs too much.” Some Financial Advisors’ firms provide access to a web platform and to a department that can upgrade their website at no cost. If your firm does not provide free access, the cost of a website has come down significantly. In addition, the return on investment of a website is so high it has now become simply “the cost of doing business”.

 

So, why should you have a professional website?

1)              Don’t ignore the fact that everybody “Googles”. It’s just a fact. Your audiences are Googling everything from menus, store hours to product reviews. You want potential clients to find you online and you want to make the best first impression.

2)              The Baby Boomers are redeeming assets and the next generations are investing. Finding clients who want to invest and grow their money is a must for your business. The Echo Boomers and Generation X’s and Y’s are reliant on social media and the Internet for information. It would be safe to say that a website will be the minimum necessity for your business in the years to come.

3)              You will gain credibility. Executed properly, a professional website will not only create a great impression of you and your business, but will give you more credibility. In this very competitive environment, credibility and confidence can make the difference between a client and a prospect.

4)              You can build relationships. Yes, it’s true. If you would like to see a good example of this, take a look at Coca Cola’s website. Their primary goal is to create a “feeling” and build relationships. You can do this by adding “non-financial” information such as community involvement, charitable endeavours, local events, and relevant trending topics.

5)              You will save time and money. Although it is true that there will be a cross section of your clients who will NOT go to your website for information, the trend will be towards more and more individuals accessing it to gain insight. Providing information to your clients and prospects takes time and your time is money. A website is up and running 24-7.

6)              You will improve your client servicing. There are most likely some types of questions that your clients often ask you… Or facts that they always want to have access to. Your website can provide these facts and can also answer FAQs as a value-add.

7)              You can use your website as a quarterback to your other social media accounts. The financial industry is slower to broadly adopt social media due to compliance and logistic issues. However, because many people are now using social media as a source of news and information, more wealth firms are starting to encourage their Advisors to sign-up to sites like LinkedIn and Twitter. Once on social media, Advisors can direct traffic to their websites for more information.

Next time: What You Need To Think About Before Upgrading Your Website – Part 2

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About The Author

Marielle Demers is an Investment Advisor Coach who has worked with Advisors across the country. She has been in the financial business for over 20 years and strongly believes that Canadians should be using an Investment Advisor for all their investment needs. As a coach, she also believes that the most important part of building a strong financial business is to see it through the clients’ eyes. She works with other experts to help you build a customized plan and to IMPLEMENT that Plan. Marielle can be reached at marielle.demers@sympatico.ca or 416 540 5158.

Increase Employee Engagement Using An Intranet

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What is all of this hype around employee engagement and why is it so important to your business?

Employee engagement is a vital element of a successful and productive workplace. As most leaders probably realize, there is a direct relationship between how engaged employees are in their jobs and the financial success of an organization.

There are many things that we could talk about in connection to employee engagement but these studies (among hundreds others) establish the relationship and speak to the importance of employee engagement and your businesses’ bottom line:

  • Research by Gallup has concluded that when employees are engaged at work they are more productive, and drive higher levels of profitability. Yet, according to the Gallup State of The Workplace report, worldwide, only 13% of employees are engaged, meaning the other 87% are not engaged at their work.
  • According to Dale Carnegie Training, companies with engaged employees outperform those without by up to 202%.
  • The costs of low engagement aren’t limited to turnover and recruitment. Gallup found that actively disengaged employees cost the U.S. $450 billion to $550 billion per year

Clearly, employee engagement matters. The drivers of employee engagement are complex; from involvement in decision making to effective internal communication, to being valued and involved. In this series of articles, we will look at how many organizations have explored how social and digital technologies can address the challenge of employee engagement.

In comes…. the Intranet.

The concept of the Intranet is a closed and secure network within the scope of a company or business which cannot be accessed from outside.   It is an internal website that allows employees to easily share and discuss information within their company or organization. An intranet is basically an internal database, which every employee can access, with different permissions for various roles. It is a place where employees are engaged in online collaborations, leaders actively participate in dialogue with their teams, and the interaction drives higher ROI.

One of the keys to success in business is to have a connected, integrated and involved employee base. When employees are disengaged, dislocated and misinformed it can lead to poor performance and unengaged workforce that ultimately impacts your bottom line. However, low employee engagement is not a simple problem to fix. But, what does this have to do with an Intranet?

Increasing employee engagement has become one of the central purposes for company’s implementing intranets because they help to solve the challenges of connectedness, integration, and involvement.  An employee intranet promotes employee engagement by offering tools that foster peer-to-peer collaboration and employee participation. The following diagram, courtesy of Worldwide Intranet Challenge, identifies key business reasons for having an intranet. At the core of this diagram is the assumption that the primary purpose of an intranet is to help employees do their job more effectively. From this central assumption, there are 8 key business drivers that can be addressed by having a corporate intranet.

 

Using Your Intranet to Boost Employee Engagement: Part 1

How to Avoid the 3 Biggest Blogging Mistakes Financial Advisors Are Making

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Blogging is a great way to keep your clients informed about financial issues, investment opportunities and money-saving strategies. Unfortunately, Financial Advisors can make some blogging “bloopers.” Here are the three biggest mistakes Financial Advisors are making.

Over-sharing

We all know that person on Facebook who shares every single detail of his or her life, no matter how personal or inane it is. While oversharing is a rather common Internet phenomenon, many people don’t realize that sharing too much about your personal life affects your professional status. Financial Advisors are not immune to oversharing either. When it comes to blogging, How to Avoid the 3 Biggest Blogging Mistakes Financial Advisors Are Makingsome Financial Advisors try to connect with their clients by providing personal information, often too personal of information. Keep your blogging professional by only mentioning the basics about yourself, such as your educational background, your career highlights, and your areas of specialty.

Of course, that doesn’t mean that your blog needs to be devoid of personality. You can still communicate your personality, just make sure that it’s your professional personality. In other words, use your blog to communicate that you are a highly professional, successful and serious Financial Advisor with insightful and informative advice to give.

Inconsistency

If you’re going to professionally blog, make sure that you do it regularly. One of the easiest ways to lose public interest is to be inconsistent with your posts. Make a schedule to blog and stick to it. That means you need to be realistic about how often you can reasonably post to your blog. Don’t over-post either, as people may begin to suspect that you spend all of your time on the Internet and not enough time on your clients and their financial needs. Aim to write one to two posts a week, and then make sure you meet that goal. Nothing says “unprofessional” like inconsistency.

In order to keep readers interested in your blog, it’s important that you stay on top of it. If you disappear for weeks at a time, you readers will not only lose interest in your blog, but they will also turn to other Financial Advisors who offer them regular and consistent advice. In addition, keep your blogs a consistent size. Don’t write four pages one week and then 40 characters the next. Aim to write about 2-3 insightful, well-written paragraphs on a regular, weekly basis.

Be Informative and Accurate

Another common mistake that Financial Advisors make when writing their blogs is posting information that they have not thoroughly researched. Your clients are looking for informative, accurate and professional advice, and your professional reputation depends on your giving it to them. Make sure that you check your facts when you post information, as you could lose clients due to misinformation. Remember, as a Financial Advisor, you are in a position of authority, as your clients trust you to provide them with accurate information and sound advice. Bad research equals bad advice, so much sure you know what you’re talking about before you post it online.

 

The FInancial and Insurance Advisor's Guide to Blogging

Toys for Tots a Huge Success!

Toys for Tots!

Toys for Tots 2015 was a huge success! We love having the opportunity to help underprivileged kids!

Toys for Tots at Veriday!