Increasing Sales by Staying Relevant

Written By : Greg

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As you know, passage of the Bipartisan Budget Act triggered some big changes to Social Security. One major change is the end of the file-and-suspend strategy, which helped many couples reap thousands more in benefits over their lifetimes. As your clients’ financial advisor, you’re no doubt sharing the news with them as you meet with them in your office. For many of your clients, these changes have drastically impacted their long-term retirement plan, and they need your help to sort through their options.

We build relationshipsBut did you know that sharing relevant news with your online audience can do a lot more than educate one client at a time? You can actually leverage this type of information to draw new visitors to your website, by the hundreds or even thousands!

Here’s how it works:

A key part of online marketing involves creating content that is relevant and useful to your target demographic, and then distributing that information online. When you write blogs that engage the interest of your audience, they visit your website, follow you on social media, and learn to trust in your services and expertise.

The end goal, of course, is to attract more attention to your practice, improve client retention, receive more referrals, and gain new clients. And it all goes back to that content you created: If you have written and distributed blogs that are relevant to their needs, you will attract more attention to yourself!

At current time, what could be more relevant to your clients than the recent changes to Social Security? This is information they urgently need! As you know, some couples will still be able to access the file-and-suspend strategy, but only if they both reach full retirement age within the next six months. Your clients and prospects need this information, and they need it now.

Sure, you could contact each of your clients individually and give them the news. But that would be a highly inefficient task that could take months to complete. Or, you could use online marketing to distribute the news, and reap greater rewards for yourself in the process!

All you have to do is:

  • Compose informative, easy-to-read blogs that educate your audience on important news
  • Publish those blogs on your website
  • Post links to your blog on social media sites like LinkedIn and Facebook to drive traffic back to your website
  • Send targeted emails, including links to your blogs, to your clients and prospects
  • Enjoy the rewards of your efforts

It really is that simple.

Remember, every time you need to distribute important news to clients and prospects, you face two choices: You can contact each of them individually over time, or you can reach everyone at once via your online marketing campaign. Both methods will communicate the message, but our strategy is faster, helps you build your online following, and translates into increased sales down the road.

Filed under: Financial Advisor Marketing, Social Media for Financial Advisors

Written By :

Greg Preite is a digital marketing and Social Media consultant for CreativeOne. He is the lead content writer and contributor to Advisor Online Marketing and was recently named by LifeHealthPro.com as one of the 20 Most Creative People in Insurance.

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