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Inbound Marketing for the Financial Advisor

Digital Inbound Marketing for the Financial Advisor

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If traditional marketing is about going out and finding potential clients, inbound marketing is about creating ways for potential clients to find you. Use this presentation to find out exactly what to do to draw prospects to your financial planning practice.

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Page 1: Digital Inbound Marketing for the Financial Advisor

Inbound Marketingfor the Financial Advisor

Page 2: Digital Inbound Marketing for the Financial Advisor

Inbound marketing refers to a concentrated effort to disseminate valuable information to a niche group of prospects, usually by digital means, and by so doing attract them as clients. If traditional marketing is about going out and finding potential clients, inbound marketing is about creating ways for potential clients to find you.

What is inbound marketing?

Page 3: Digital Inbound Marketing for the Financial Advisor

So… what does that actually mean?

A marketing strategy that focuses on getting found by customers

Earning the interest of visitors and customers rather than buying it

Focused on drawing your clients attention toward your company

Creating quality content that pulls people toward your company and product, where they naturally want to be.

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How does inbound marketing work?

There are four steps to inbound marketing

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Step 1: Find Me

You step into your clients space and invite »

Page 6: Digital Inbound Marketing for the Financial Advisor

Step 1: Find Me

You step into your clients space and invite

Connecting on social media - Facebook, Twitter and LinkedIn

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Page 7: Digital Inbound Marketing for the Financial Advisor

Step 1: Find Me

You step into your clients space and invite

Connecting on social media - Facebook, Twitter and LinkedIn

Become an address collector - Social situations, website forms, and on calls

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Page 8: Digital Inbound Marketing for the Financial Advisor

Step 1: Find Me

You step into your clients space and invite

Connecting on social media - Facebook, Twitter and LinkedIn

Become an address collector - Social situations, website forms, and on calls

Customers find you via search engines - Update google places and website with keywords

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Page 9: Digital Inbound Marketing for the Financial Advisor

Step 2: Learn From Me

Entertain and educate with content that helps prospects understand your core values

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Step 2: Learn From Me

Consistently refresh website content»

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Step 2: Learn From Me

Consistently refresh website content

Blog posts

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Step 2: Learn From Me

Consistently refresh website content

Blog posts

Email newsletters

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Step 2: Learn From Me

Consistently refresh website content

Blog posts

Email newsletters

Valuable social posts with personality-Reflectyourspecialinterests,localevents, and community service

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Step 3: Talk to Me

Get a two way conversation going

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Step 3: Talk to Me

“Contact Me” form on website»

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Step 3: Talk to Me

“Contact Me” form on website

Ability to comment on social posts - Adjust privacy limitations on social pages to allow conversation (*if compliance allows)

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Page 17: Digital Inbound Marketing for the Financial Advisor

Step 3: Talk to Me

“Contact Me” form on website

Ability to comment on social posts - Adjust privacy limitations on social pages to allow conversation (*if compliance allows)

Join LinkedIn discussion groups and invite clients to do the same

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Page 18: Digital Inbound Marketing for the Financial Advisor

Step 3: Talk to Me

“Contact Me” form on website

Ability to comment on social posts - Adjust privacy limitations on social pages to allow conversation (*if compliance allows)

Join LinkedIn discussion groups and invite clients to do the same

Visible links to social profiles

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Page 19: Digital Inbound Marketing for the Financial Advisor

Step 4: Trust Me

Clients now become your most valuable marketing resource

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Step 4: Trust Me

Client Invests»

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Step 4: Trust Me

Client Invests

Content builds clients trust in expertise

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Step 4: Trust Me

Client Invests

Content builds clients trust in expertise

Client knows how to contact me 24/7 - Mobile app, website form, and social pages

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Page 23: Digital Inbound Marketing for the Financial Advisor

Step 4: Trust Me

Client Invests

Content builds clients trust in expertise

Client knows how to contact me 24/7 - Mobile app, website form, and social pages

Client refers friend - Social shares, email shares, and word of mouth

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Page 24: Digital Inbound Marketing for the Financial Advisor

Amazing marketing. Simplified.

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