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3 Digital Marketing Strategies for Financial Advisors

In today’s digital world, having an online presence might as well be mandatory. If a person is looking for a doctor, a house or a restaurant, they search for what they need online.

For financial advisors, your online presence will help you attract new clients while lending credibility to your business and allowing you to communicate with potential and current clients in your community. It also gives prospective clients the opportunity to determine if a potential wealth management advisor is a good match for their needs.

At Farm Bureau Financial Services, we understand the importance of using online advisor websites and social media to engage with clients. Start by following these three marketing strategies for financial advisors.

3 Online Marketing Strategies for Financial Advisors

1. Keep Your Online Profiles Professional

Remember that making a good first impression matters — online and in person. Online, your profile picture is the first thing your current and potential clients will see, so it needs to be professional. At Farm Bureau, we include a professional headshot as part of an advisor’s onboarding experience because we know it’s an important part of their online presence and essential for marketing.

2. Share Relevant Information That Helps Your Clients

An effective online marketing plan comes down to sharing the right information with the right audiences at the right time. Keep your followers engaged and informed by offering up timely, educational content that will help them. Think proactively about what your clients need to know and aim to strike a healthy balance of sharing messages on a consistent basis without overwhelming them. This includes your advisor website and social media platforms.

Farm Bureau Wealth Management Advisors are equipped with a customizable advisor website, as well as business social media pages. Pre-approved content is developed for our advisors to share through Hearsay Social — a platform created for financial services that allows advisors to engage with clients across different social media platforms, like Facebook and LinkedIn. Your customizable advisor page will also be automatically populated with relevant blog content for your clients.

3. Keep a Consistent Posting Schedule  

Having an online presence is a good start but maintaining a consistent posting schedule is a key aspect of your marketing strategy. The last thing you want is for your social media pages to look outdated and abandoned.

If the online and social media world is a bit unfamiliar to you, don’t worry — Farm Bureau offers advisors the marketing support they need to stand out. Our Regional Managers would love to talk to you more about what we offer.

Connect With a Regional Manager in Your Area

Explore the support and resources you’ll receive as a Wealth Management Advisor at Farm Bureau. Connect with your Regional Manager today.