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Financial Advisor Checklist: 10 Things Every Advisor Should Be Doing Online

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  1. Mobile Optimized Website.

Digital traffic on smartphones and tablets has now exceeded desktops. Consumers expect a consistent experience no matter what device they are using. If your website is not mobile friendly, you are likely losing business to a website that is.

  1. A clearly defined value proposition and target audience.

Your prospects should have no difficulty understanding what it is that you do and how they can benefit from working with you. Your value proposition should contain one or more of the key benefits that you provide to your clients.

  1. Social Media Presence.

If you’re active on Twitter and Facebook, you should ensure your newsfeed is also visible on your website. Many investors use Social Media as key sources of information to help them better understand investment strategy and advice. In fact, nearly 70% of wealthy investors have reallocated investments, or began altering or already altered relationships with investment providers based on content found through social media.

  1. Engaging Imagery.

Do the images on your current site resonate with your target audience?  Are your images dated? Good quality? Legal? Unique? Relevant? Engaging? Powerful? Emotional? Are your competitors using the same image? Will your audience relate to the image?

  1. Dynamic Website.

Static sites do not perform well with your audience nor do they appear at the top of search results.  It is important to stay on top of updating your site regularly with new topics of interests, blogs, articles, etc. in order to keep search engines happy, and to keep your prospects coming back for more.

  1. Polls, Events & Community Outreach.

Are you regularly posting polls to your site to allow for audience feedback and engagement? Are you posting forms to allow your prospects and customers to RSVP to upcoming Webinars or events?

  1. Forms & Calls to Action.

What methods do you have in place to capture the information of prospects visiting your site and to convert them into leads/customers?  If the goal of your website is to create sales and get more business, then it is important that your website has effective Call to Actions. Present your value and use calls to action to direct visitors to a contact form, a newsletter subscription, or other call to actions such as webinars or a consultation.

  1. Blogging.

Hubspot reports that small businesses that blog get 55% more website visitors, and 126% higher lead growth than non-blogging businesses. Blogging also helps you to connect and engage with your prospects. It can help you establish yourself as an expert in the industry by helping to solve prospects challenges through content.

  1. Search Engine Optimization.

Are you putting time into the SEO of your website? It is important to constantly keep SEO in mind when creating and updating your website. Why build a website that no one can find? Target keywords that your target audience might search and create new content that targets these keywords. Make sure you are creating META tags for each page of your site. Meta tags are a great way for you to tell search engines what your website is all about.

      10.  eNewsletter

Do you have a method of staying “top of mind” with your prospects and clients? E-mail marketing is one of the most effective ways to stay in touch with your clients and nurture your prospects. E-Newsletters can be one of the easiest ways that Advisors can repurpose their existing content in order to engage their audience, and remain front and centre when prospects are ready to make a buying decision.

 

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