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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Digital Inbound Marketing for the Financial Advisor

  1. 1. Inbound Marketing for the Financial Advisor
  2. 2. 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?
  3. 3. 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. » » » »
  4. 4. How does inbound marketing work? There are four steps to inbound marketing
  5. 5. Step 1: Find Me You step into your clients space and invite»
  6. 6. Step 1: Find Me You step into your clients space and invite Connecting on social media - Facebook, Twitter and LinkedIn » »
  7. 7. 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 » » »
  8. 8. 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 » » » »
  9. 9. Step 2: Learn From Me Entertain and educate with content that helps prospects understand your core values
  10. 10. Step 2: Learn From Me Consistently refresh website content»
  11. 11. Step 2: Learn From Me Consistently refresh website content Blog posts » »
  12. 12. Step 2: Learn From Me Consistently refresh website content Blog posts Email newsletters » » »
  13. 13. Step 2: Learn From Me Consistently refresh website content Blog posts Email newsletters Valuable social posts with personality - Reflect your special interests, local events, and community service » » » »
  14. 14. Step 3: Talk to Me Get a two way conversation going
  15. 15. Step 3: Talk to Me “Contact Me” form on website»
  16. 16. 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) » »
  17. 17. 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 » » »
  18. 18. 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 » » » »
  19. 19. Step 4: Trust Me Clients now become your most valuable marketing resource
  20. 20. Step 4: Trust Me Client Invests»
  21. 21. Step 4: Trust Me Client Invests Content builds clients trust in expertise » »
  22. 22. 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 » » »
  23. 23. 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 » » » »
  24. 24. Amazing marketing. Simplified. fmgsuite.com @fmgsuite

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