tell your story better
DESCRIPTION
Financial Advisor firms committed to a digital marketing plan and tell their story everywhere are outperforming their competition by 10 – 30%.TRANSCRIPT
things workwe make decisions, we persuade otherswe understand our place in the worldwe create our identities.
Strategic Networking
Referral Alliances
Client Events
Referrals
Website
Video
Email Campaigns
Digital Advertizing
YouTube
Blogs
LinkedIn, Facebook, Twitter
58% of senior executives would rather watch a video than read text.
100 million watch online video every day.
80% recall watching a video in the past 30 days.
50% more likely to be on the first page of Google search results if website has video.
financial advisor|
Affluent and educated among the highest
adopters of smart phones.
Are you mobile?
Are you mobile?
Targeted messaging results in 2-3 times more engagement.
• Higher win ratio with more personalized messaging
• More strategic growth - win the clients you want to win
• Focused strategy is easier to modify and repeat
Are you Targeted?
Are You Reaching Your Full Potential?
Here’s How.Introducing:
- An Inventory of Innovative Media Tools
- Custom Branded for You
- Communicates Who You Are and What You Do
-Targeted to Specific Audiences
- Social Media Ready
- Compliance Approved
- Easy to Implement
- Affordable
- Created by an industry leader who knows your business.
AttractRetainIncreaseScaleGrow
First & Last NameTitle
eMoney Advisor, LLC
Direct: (000) 000-0000
Email:
SourcesCummings, Jennifer HoytUndercover operation shows broker advice missteps12 April. 2012 Reuters. Web.http://www.reuters.com/article/2012/04/04/us-adviser-bad-advice-idUSBRE83316M20120404 Ferri, RickFinancial Advisors Encourage Bad Behavior30 March. 2012. Forbes. Web.http://www.forbes.com/sites/rickferri/2012/03/30/financial-advisors-encourage-bad-behavior/ Matthews, ChristopherYour Financial Advisor Might Be A Lemon29 March. 2012. Time, Business and Money. Web.http://business.time.com/2012/03/29/your-financial-adviser-might-be-a-lemon/ Weston, LizCan you trust a financial advisor?15 June. 2012. MSN Money. Web.http://money.msn.com/family-money/can-you-trust-a-financial-adviser-weston.aspx Bernard, Tara SiegelA Fancy Financial Advisor Title Does not Ensure High Standards6 July. 2012. The New York Times, Your Money. Webhttp://www.nytimes.com/2012/07/07/your-money/beware-of-fancy-financial-adviser-titles.html Campeau, CliffWhat Should Financial Advisors Spend on Practice Marketing?16 May. 2011. Financial Advisor. Web.http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html Campeau, CliffWhat Should Financial Advisors Spend on Practice Marketing?16 May. 2011. Financial Advisor. Web.http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html Campeau, CliffWhat Should Financial Advisors Spend on Practice Marketing?16 May. 2011. Financial Advisor. Web.http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html
“People make a lot of dumb investing mistakes. And they should not expect
financial advisors to fix them.”
“Financial Advisors Encourage
Bad Behavior”
“Your Financial Advisor Might
be a Lemon”
“Can You Trust a Financial Advisor?”
“A Fancy Financial Advisor Title Does not
Ensure High Standards”
48% of new clients come from existing
client referrals
52% of new clients come from other
marketing efforts.
Depending on the scale of a firm’s efforts
and the size of the market in which they compete, the annual cost for a marketing
program can run between $3,900 - $48,000 per year.
SourcesLess than 1/3 of advisors have a written
marketing plan, and only about ½ of those say they have implemented it.
Firms utilizing a marketing development plan
outperform their counterparts with annual growth rates that are 10% to 30% higher.
59% of senior executives would rather watch a video than read text.
Visitors who view videos stay on a website 2
minutes longer.
100 million internet users watch online video
every day.
80% of internet users recall watching a video
ad on a website they visited in the past 30 days.
Web page with video 50% more likely to appear on the first page of Google
search results.
Consumers are more likely to do business
with a company that is active online.
11 November. 2012.FA Marketing. Web.http://famarketing.net/how-to-assess-if-you-need-marketing-support/
Campeau, CliffWhat Should Financial Advisors Spend on Practice Marketing?16 May. 2011. Financial Advisor. Web.http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html Follett, Andrew18 Big Video Marketing Statistics and What They Mean for Your Business17 July. 2012. Video Brewery. Web.http://www.videobrewery.com/blog/18-video-marketing-statistics Follett, Andrew18 Big Video Marketing Statistics and What They Mean for Your Business17 July. 2012. Video Brewery. Web.http://www.videobrewery.com/blog/18-video-marketing-statistics Follett, Andrew18 Big Video Marketing Statistics and What They Mean for Your Business17 July. 2012. Video Brewery. Web.http://www.videobrewery.com/blog/18-video-marketing-statistics Follett, Andrew18 Big Video Marketing Statistics and What They Mean for Your Business17 July. 2012. Video Brewery. Web.http://www.videobrewery.com/blog/18-video-marketing-statistics Matthews, Livvie3 Benefits of Video Marketing29 January. 2013. Simple Social Media. Web.http://www.simplesocialmedia.tv/2013/01/29/3-benefits-of-video-marketing/ JeanJean, LoicEvolution of Marketing for Financial Advisors18 March. 2010. Advisor Websites Blog. Web.http://advisorwebsites.com/blog/marketing/evolution-of-marketing-for-financial-advisors/
Sources2/3 of online adults with an investment
account have social network profiles.
3 in 5 financial advisors who used LinkedIn
for client prospecting successfully gained new clients as a result, with nearly 1/3 of
these generating $1 million or more in AUM.
How consumers use smart phones/tablets: 52% watch videos
84% email88% web browsing
72% use while traveling56% research products63% use while in store
Highest level of smart phone adoption
include financially well-off and educated.
Mobile not necessarily “On the Go”:
51% Home18% Work
22% On the Go
Mobile email creates 2x as many conversions as social activities or search
Targeted messages result in 2 to 3 times
more engagement .
Friedman, Emily and Benedict, NeilFinancial Advisors’ Use of Social Media Moves from Early Adoption to MainstreamMay. 2012. FTI Consulting. Web.http://www.fticonsulting.com/global2/media/collateral/united-states/financial-advisors-use-of-social-media-moves-from-early-adoption-to-mainstream.pdf Friedman, Emily and Benedict, NeilFinancial Advisors’ Use of Social Media Moves from Early Adoption to MainstreamMay. 2012. FTI Consulting. Web.http://www.fticonsulting.com/global2/media/collateral/united-states/financial-advisors-use-of-social-media-moves-from-early-adoption-to-mainstream.pdf Dowling, TonySmart Phone Usage Statistics6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/
Dowling, TonySmart Phone Usage Statistics6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ Dowling, TonySmart Phone Usage Statistics6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ Dowling, TonySmart Phone Usage Statistics6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ Joseph, JohnThe Benefits of Targeted Messaging20 Feb. 2013. Digital Spin by Harland Clarke Digital. Web.http://blog.harlandclarkedigital.com/2013/02/20/the-benefits-of-targeted-messaging