4 Tips for How to Get Clients as A Financial Advisor Online

Ok, so you’re entertaining the idea of transforming yourself into a virtual financial advisor? Good! Are you concerned about how you’re going to get clients online? Don’t be!

I’ve been a virtual financial advisor for years now and know precisely how to get clients as a financial advisor online – I’ve learned through trial and error so that you don’t have to.

Welcome to the virtual world! I introduce to you Conneqtor – the turn-key financial advisor lead generation system to transform your business now, and in a post-COVID-19 world.

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1.  Build a website

You can’t expect to get clients as a financial advisor online if you don’t have a home. Think of your website as your digital storefront, or better yet, your new office. Your website is where people come to find out more about you and find out how you can help them.

Whether a prospective client discovers you through a referral, an advertisement, social media, or a Google search, the first place they’re going is your website. So, it needs to look slick, relay the right information, and seal the deal.

Your website should include necessary information about your firm’s services, team biographies, and contact information – it should also offer something for free, be it an eBook or a discount.

The best advisor websites are clean, simple, and easy to find information. The key points you should make sure are on your website are:

  • Who you are (show a personal side)
  • Who you specialize in helping
  • What your services are
  • What your process is
  • What your prices are

Without these, potential clients will not have enough information to feel comfortable coming to you for an initial meeting.

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2.  Social Media Marketing

Acquiring clients online may be achieved via social media marketing, but not through merely posting about your business. You’ve got to dig deeper. You have to offer real value. You must publish content that includes that is educational, not sales, orientated. Make sure to have a nice blend of personal and business and focus on outcomes, benefits, etc. Answer the questions people are already having in their minds with your content.

You can do these via blogs, infographics, or explainer videos. Just make your content engaging and valuable. You’re the pro, so showcase it.

At the same time, you need to develop personal relationships with people of influence online. These people can be accountants, attorneys, or HR directors, anyone who would work with your ideal client but offers them a different service to yours. Find these people online and ask for their help but also showcase them and their services. You need to give to receive.

This is just the first step in your social media marketing, but it is a great way to start building meaningful connections; relationships that will lead to you getting clients online.

3.  Use Social Media Advertising

By going virtual, you’ll be saving so much money – no more expenses like renting office space or traveling to the next state to visit a client. You can most certainly pocket what you save, but make sure to use even 10% of the funds towards social media advertising.

Once you’ve got a website and some engaging, valuable content, it’s time to advertise it.

Facebook and Instagram offer incredibly robust paid advertising features. You can literally have one post (cross-platform) that gets shown to users on both.

The targeting available through Facebook & Instagram’s advertising tools are precise, meaning you can target a specific age group in a certain income bracket that live within 20 miles of a zip code, and love reading novels.

Even better is once you have advertised to a specific target market, you can re-advertise to those who clicked the link and visited your site through something called a “Pixel.”

4.  Use LinkedIn

As a financial advisor, you should have a LinkedIn account already – I mean, it’s been around for 18 years already. You would have used it as an online CV, but now’s the time to start using it for getting clients online.

It’s perfect for connecting with old contacts, building up a reputation as an industry expert, and for growing your professional network.

With LinkedIn, you can post original, useful content, interact with prospective clients, and even request referrals via mutual friends or other industry experts (see tip 2).

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LinkedIn is arguably one of the most powerful places you can go to drive inbound clients. Like Rome, it takes time to build an empire. Don’t be cheesy and pushy, build meaningful relationships, share content of immense value, and help others.

So, you’re wondering how to get clients as a financial advisor online? Well, these four tips are just a small introduction to how Conneqtor can help you.

Download my free eBook to see what I mean. Your virtual transformation starts now.

Thanks for reading!

Best regards,

Derek Notman

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