WHAT WE DO…
We offer a variety of services to our clients including
Of emerging affluent investors follow their financial advisor on social media
Average searches per month for the keyword “financial advisor near me”
Percentage of American adults who currently do not have a trusted financial advisor
of emerging affluent investors have a significantly more positive impression of financial advisors who have a good website
Financial Advisor Marketing
Historically the tried and true method of financial advisor marketing is pretty straightforward. Do amazing work for your existing clients and you will grow your client base by getting referrals from your existing clients. That may be the way of the past, but in order to appeal to the next generation of affluent investors, financial advisors will need to change the way they think about marketing altogether. Having worked in the financial services industry for 8 years, most recently as the dedicated primary service contact for a RIA with over $5 billion AUM. I’ve seen how the biggest RIA firms in the US operate first hand and I can tell you that change is coming.
If you don’t believe me, check out the employee profiles of any big registered investment advisory firm. I guarantee they have an in house marketing department. Recent research conducted by Fidelity finds that 58 percent of emerging affluent investors have a significantly favorable impression of financial advisors who have a good website. In addition, 38 percent of those investors follow their advisor on social media and are more likely to relate to a financial advisor that has a social media presence.
WHAT THEY SAY…
What are our clients are saying about us?
Paul has a lot of enthusiasm regarding his work. He really wants to see his clients succeed. He asks good questions and is very knowledgeable about SEO and brand development, plus he was very quick to learn our industry and develop a strategy.
Paul has worked with me for awhile and I have seen him be reliable, and very helpful. He is good at getting things done. I enjoyed working with Paul and I will hire him again for more SEO work!
GET IN TOUCH…
To arrange a consultation or workshop, send us a message.