Marketing Tips for Financial Planners

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The financial industry is a very competitive field. If you’re a freelance financial planner, you need to step up your marketing strategy in order to standout and encourage more people to seek your services. As you do so, here are some tips to keep in mind.

1. Keep abreast of industry trends.

Just like any other industry, the financial world is constantly evolving. You need to stay updated on the current trends and developments to know how you can position yourself in the market.

2. Maintain an online presence.

We’re living in a digital world, and you need to build your own space in the World Wide Web to reach out to your clients and showcase your skills.

You can begin by building a website. That’s where you can highlight your skills, expertise, specializations, and any certifications you may have. Make sure to include a section that has your contact information.

Aside from important details about yourself, you can also engage potential clients by offering them something for free. You can do this by including a blog section where you can publish helpful articles and share financial advice. You can also conduct free online seminars. Doing this allows you to demonstrate your skills and knowledge.

It’s also important to participate in social media, as this can help boost your online exposure. It’s also a good way to get involved in the community and interact not just with potential clients, but learn from other experts in the field.

3. Identify your niche.

Financial planning is a broad field. Although it’s good to be able to provide solutions for a wide range of people, focusing on one or two niches can help you hone your skills better and make your service more focused.

Take a look at your previous experiences to determine the areas of financial planning you are best at. Is it personal finance or are you more adept at helping people plan for retirement?

4. Cultivate your communication skills.

Financial planning is about building trust. If you’re a good communicator, people will naturally be more inclined to believe you and follow your advice.

Improve both your written and oral communication skills. Aside from being beneficial for your image, this helps ensure that you get your message across clearly. Consider taking workshops so that you can learn how to articulate your thoughts better.

Meanwhile, it’s equally important to be a good listener. Remember that your aim as a financial planner is to help your clients achieve their goals and sort out their money issues. You can only give a good recommendation if you have a complete understanding of their unique situation, and listening well can help you have that.

Most people need help with money management, and that’s where your role as a financial planner comes in. However, with today’s diverse and competitive market, it can be challenging to stand out. As you set out to gain more exposure in the field, keep these four tips in mind and create a marketing plan that will set you apart from the rest. 

Postado 2 setembro, 2015


Content Writer

I produce written content for the Web--from internal webpages and blog posts to marketing materials such as off-page articles, e-books and outreach e-mails. Currently, my projects are on personal finance, health, business, fashion, and beauty products. I'll be glad to send you samples of my work. Please feel free to message me.

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