11 Instagram Marketing Tips for Wealth Managers
Trying to figure out how to market your Instagram account effectively?
A savvy algorithm and innovative tools make Instagram one of the most effective platforms for reaching new audiences and driving sales. Try these tips..
#1: Be a storyteller
Authenticity is the key to a successful Instagram presence.
The most important piece of the puzzle as a brand is you and your story, regardless of how well you know the algorithm. Everyone, influencers to small business owners and entrepreneurs, should show they have a person behind them.
Authentic and detailed Instagram captions and Instagram Stories are the best way to engage your audience. You can use your Instagram Stories to have a two-way conversation.
In addition, captions can be up to 2200 characters long – plenty of room to share your message with your community.
#2: Add a link to your bio
The most important aspect of a marketer’s job on Instagram is to drive clicks and sales.
You can also drive traffic from Instagram using the link in your bio – and it’s free!
From one easy-to-navigate landing page, you can drive traffic to websites, affiliate links, and more with Linkin.bio by Later. SUITCASE Magazine and Pepa Mack are two of the coolest influencers and publishers using Linkin.bio by Later. Basically, it’s an Instagram mini-website.
#3: Consistently implement content pillars
This is where content pillars come into play – to clarify your community’s value proposition.
A content pillar refers to three to five topics your brand will consistently discuss, amplify, and create content about.
As well as clarifying your niche, content pillars also simplify the content planning process.
Build your content calendar for the month ahead using your content pillars rather than scrambling to create last-minute posts.
As a bonus, consistent content pillars may also help your niche get classified correctly by the Instagram algorithm.
#4: Design graphic and meme shareable
Instagram is a powerful platform for sharing content. A reported 55% of 13-35-year-olds send memes every single week, making them one of the major forms of online communication. People love memes! If you are not distributing memes,, you will miss out on many opportunities.
#5: Add Instagram reels to your profile
One of our top Instagram marketing tips is to share Instagram reels.
The Reels platform has been used by hundreds of thousands of creators to make sales, connect with new audiences, and grow their communities.
It’s an excellent way to reach out beyond your followers – and potentially go viral – through compelling before-and-afters, how-to videos, and behind-the-scenes videos
#6: Make Your Profile Search Engine Friendly
It is important to optimize your Instagram profile for search so you can grow your following on Instagram.
For most people, the username is perfect, but the name field in the bio can be confusing. When in doubt, try putting that term into the Instagram search bar and see what comes up. Think about your niche, what industry you’re in, who your target audience is, or what solution you offer, etc.
When anyone searches for your target keywords, you’ll appear in the top results if you change your name field to something relevant to your brand or business.
#7: Post at the right time
A post should reach the right people at the right time when you’re ready to push it live.
In order to ensure that, you should find your best time to post on Instagram. Later’s Best Time to Post feature can help you find your own best times. Look at the Instagram insights and make your decisions.
#8: Don’t comment with hashtags
In addition to increasing engagement, hashtags are a great way to attract more followers.
There is no limit to the number of hashtags you can include in your caption on Instagram, but if they are all bunched up next to each other, it can look messy.
Adding hashtags to your first comment is the simple solution.
Make your caption stand out by adding hashtags in your first comment.
#9: Make sure closed captions are included
Instagram Stories are watched without sound by 30% of users.
In other words, you could ignore a large market of potential customers by not offering closed captions in your Instagram stories and reels.
Video subtitles allow you to create video reels and scroll-stopping stories.
It is not only beneficial for those who are hearing impaired to watch videos with subtitles, but they are also crucial for those who are watching without sound.
You can now add closed captions to your Instagram Stories with the new Stories Caption sticker.
The closed captions will be generated automatically when you select the sticker.
You can automatically add captions to your Instagram Stories so that your content is accessible and inclusive.
#10: Promote carousel posts
Using carousels as a way to share your content will help it last longer.
The reason is that if your followers don’t check out your post the first time, they may see the next slide when they open your app – increasing your chances of getting their attention and getting them to interact with it.
As well as featuring tips, videos, and resources, carousel posts are also highly shareable and versatile.
#11: Make use of community content
A small team and a tight budget can make it difficult for you to consistently post original, creative content.
Your content is likely already being shared organically by your followers, so you can leverage them.
These brands are all doing an amazing job of integrating UGC into their feeds: Briogeo, Golde, and Mejuri.
Creating a branded hashtag can help you collect and share UGC. Your followers will be encouraged to share photos with the hashtag, which makes collecting and sharing the
Top 10 Tiktok Marketing Tips Wealth Managers don’t want to miss
With its creative video content, TikTok has become an explosive marketing tool.
The marketing opportunities available to leading brands are being exploited in all kinds of ways.
Are there any ways in which you can emulate their success?
You can grow your presence by becoming familiar with the best practices and characteristics of TikTok content.
Check out these tips and tricks for creating a successful TikTok marketing campaign.
1. Identify existing trends and take advantage of them
As a result of TikTok’s algorithm, the most popular and viewed content is prioritized.
In order to create relevant content that appeals to their target audience, marketing professionals should use trending hashtags and memes.
To stay up with the latest trends, TikTok advertising requires your team to be engaged.
It will help you reach a new audience by offering your brand content under trending hashtags.
Your creativity can be expanded by tapping into trends and content already proven to be successful.
More than 6 million views were generated by Kraft’s Duet challenge on TikTok and the hashtag #KraftMacMeSkip.
2. Promoting and entertaining at the same time
It is important to promote your brand on TikTok in addition to educating and entertaining your target audience.
The viewers will skip over a video if it appears too much like an advertisement.
When you are just starting out with your videos, it is important to inform and entertain your audience first.
Promote the product more by sharing tutorials, videos, interacting with merchandise, or exclusive offers once you’ve gained a following.
Creating a connection with potential buyers can be achieved by balancing entertainment and advertising.
3. Promote your brand through partnerships
When it comes to conquering TikTok, there is always a learning curve.
Taking advantage of other people’s expertise can help make your advertising strategy better.
Businesses can find online personalities who can create meaningful content using TikTok’s Creator Marketplace.
Brands can find someone from a different background who can offer a unique perspective, produce relevant videos, and entertain audiences.
Your team can take your brand to new heights with the help of experienced content creators.
Your brand can also stand out by using influencers to advertise your products, as real people with built-in followings can do the same.
A specific audience can be reached by influencers via authentic content.
It is possible to increase brand awareness and visibility by partnering with an influencer.
You can make it easier for your products to reach consumers by using influencers to demonstrate products, provide promotions, and provide links to merchandise through their posts.
By leveraging the experience of others, your team can launch a successful brand and gain valuable guidance for future advertising campaigns.
4. TikTokers should be given full screen time
Portrait mode is preferred by TikTok users.
To ensure your video is most appealing to your audience, consider a 9:16 video format.
By utilizing this format for displaying your brand, you ensure that your message fills the entire screen.
When developing content to showcase your products, you should consider this preferred layout.
5. Placement of products requires variety
Keeping the viewer engaged with TikTok’s top-performing ads requires different backdrops and settings.
Make your advertisement more appealing and diverse by changing the background, viewpoint, and camera angle instead of using a stagnant background.
An appealing message is created by creating a variety of scenes.
If your ad is visually appealing, it will set it apart from other videos and help you stand out from your competition.
6. Make the most of CTA opportunities
You can connect with your audience by including a Call to Action (CTA) in your ad, and you will be providing them with a clear next step after they watch your video.
CTAs can be clicked in TikTok’s Ad Manager.
In addition to shopping deals, customers can view offers, find out more, and find a location, depending on what your brand aims for.
Your product will be seamlessly connected to the audience when your website has clickable buttons.
In addition, viewers can learn more about your brand after watching a short video because they have an opportunity to go beyond the content.
In high-performing advertisements, a call to action increases conversions.
During Starbucks’ New Year’s campaign for #GoodVibeMessenger, viewers were clearly informed of what to do next.
Consumers who engage with this offer will receive future promotional content from the brand through this marketing strategy.
7. Effective timing maximizes impact
Time is everything when it comes to making videos work on TikTok.
Insufficient information is conveyed, and viewers may become disinterested and move on before seeing the essential information.
Video ads that are between 21 and 34 seconds in length are most effective based on TikTok metrics.
As a result, you have the best chance of connecting with your audience and driving conversions during this timeframe if you maximize your message.
8. Create authentic content and post often
Posting regularly with original content is crucial to success in TikTok marketing. If your aim is to increase brand visibility, stay relevant.
A frequent posting schedule will also allow you to see what works and what doesn’t.
You can also adjust your posts in response to the platform’s algorithm based on the impressions it generates.
9. Be Humorous
Having fun and connecting through humor is the best way to engage TikTok users.
A great way to make your product memorable is to create playful videos and fun content. With this platform, users are looking for entertainment.
Do your research and learn how to create content that is light-hearted and fun instead of focusing on views. Spend time learning how other marketing campaigns stand out.
What stands out to you as you browse TikTok ads?
Can you create content that resonates with a fun-loving audience to enhance your brand’s visibility?
10. Closed captioning is recommended
You can improve the content’s accessibility while amplifying the message through captions throughout the video.
Your ad will be more memorable and stand out if you use text for CTAs and captions.
Users scrolling without sound will also be able to access your message, preventing skipping and creating an impression.
Lastly, we would like to say…
The trends that are making waves on TikTok should be considered when deciding how to advertise on the app.
Put your brand in places that will increase impressions by immersing yourself in the culture of TikTok.
TikTok offers metrics that can help you analyze how your content is being received, so make sure you use them and stay flexible to adapt to trends as they change.
Marketing strategies that are creative and responsive can increase visibility and growth for your brand.
Top 5 Copywriting tips for wealth managers that no one will tell you
You need good copywriting to attract affluent investors to your financial advisor. This shouldn’t be surprising since it’s the messaging on your website that inspires people to contact your firm. By converting website traffic into prospects and clients, you will be able to convert more contacts into prospects and clients.
It is important to get the right balance between user engagement and website visitor retention. If you get it wrong, you might drive visitors away without even realizing it.
The biggest firms often back up their website copy with direct mail or telephone follow-up, but it is usually the most prominent players that invest in website copy.
Competition can be challenging if you are a small business.
Take advantage of your size
When it comes to servicing the wealthy, your size does not necessarily matter. In fact, high net worth individuals tend to look past expensive branding more easily than the average consumer. Since many wealthy people became wealthy through small businesses, it makes sense that small businesses typically provide better service.
The key is to capture their attention in a compliant manner.
There’s good news: Financial copywriting levels the playing field between big companies and small boutiques. You probably don’t have the brand power they have built over time. And you probably can’t match their budget either. Small firms must utilize tactics that are somewhat different from those employed by big corporations.
Our top five tips for capturing the attention of affluent potential clients, compiled over the past eight years, are based on our experience as financial copywriters.
1: Get your benefits across fast.
People who are busy and frequently approached by service providers are your ideal prospects. It is also likely that they work with a small number of advisors at the same time, so you must differentiate your firm quickly to get their attention. If you do not do that, you are unlikely to get their attention.People who are busy and frequently approached by service providers are your ideal prospects. It is also likely that they work with a small number of advisors at the same time, so you must differentiate your firm quickly to get their attention. If you do not do that, you are unlikely to get their attention.
Let’s start with the headlines your firm has on your website. Research by the Statistics Brain Research Institute shows you have about three seconds to capture a website visitor’s attention before they move on. Yes, that’s 3 seconds.
So your headlines are critical.
Here’s an example to illustrate why.
Let’s say you’re a busy surgeon who has a high income but also really high taxes. All the recent news about tax hikes has you worried. Along with that, you’re watching a colleague struggle with a lawsuit and all the attorney’s fees that go along with defending it. You’re searching on the internet late at night for wealth management help to see what you can do to avoid these issues.
2: Show Them Their Priorities Are Your Priorities.
It is essential that you speak the language of the wealthy in order to get their attention. That means talking about what they want to hear about, not what you prefer to hear.
It might seem easier to talk about your investment philosophy or some technical aspect that you do differently. But that would be putting the cart before the horse. Instead, focus on their priorities and what makes you different:
Are you able to help clients save on taxes by providing tax planning services?
How often do you meet with clients to make sure their finances are on track (like quarterly)?
Can you advise them about their real estate or business investments as well?
If you refinance mortgages and buy cars, do you provide complimentary help to help clients save time and avoid mistakes?
The services listed above are offered by many firms, but surprisingly, it isn’t always evident on their websites. Small companies without a brand name should emphasize these features.
You should write your copy around the things your clients will benefit from, such as achieving their goals, feeling more relaxed, or saving time. And write about them in a way that emphasizes the benefits they will enjoy. You need to show your clients how your priorities align with theirs, whether it’s tax minimization or a high-touch service where they hear from you often.
Even wealthy clients want value, so be specific when you include those services as part of your fee. Don’t just assume they know you include these services. Clearly state your fee, and make sure you emphasize that you will include them without charging extra.
3: Demonstrate your expertise.
A wealthy client is usually looking for an expert, not a generalist. Therefore, you need to showcase your expertise in your website copywriting and incorporate it into it. To build up your expertise in a public manner, you need to be speaking and writing regularly.
Getting authority is a much simpler process today. You can use your own blog or outsource it to a professional content firm to do it for you. Guest posts can also be submitted to well-known websites, eBooks can be developed, whitepapers can be produced, webinars can be held, podcasts can be created, and so on. Make sure that you get your name out there in a way that wealthy prospects can read or watch so they can assess your knowledge and incorporate it into your website copy.
4: Use Your Tone Carefully.
If you want to position yourself as an expert, you should keep in mind that the days of the “investment guru” are pretty much over, especially if you’re a regular on Bloomberg or CNBC. The approachable specialist seems to have a bigger impact on people. Therefore, try to write or speak in a way that avoids jargon, instead of using jargon. Keep things simple so busy people don’t have to think too much.
If you are talking to the wealthy, who want to be treated as peers, avoid any condescending behavior. You might not have the same expertise as them in their field, but you may not have their expertise in yours.
Put yourself in a medical journal if you ever forget what jargon feels like to listen to. When you can translate complex financial topics into more straightforward analogies and explanations, you offer the best service. Writing in a formal, technical manner is a disservice to clients. That saves everyone’s time and frustration.
Putting complex concepts into simple terms in your writing will make you more attractive to work with.
5: Be emotionally engaging… with care.
Despite our desire to believe we make our decisions rationally, research shows that’s not always the case. Emotions play a significant role in most decisions.
Hence, you should talk about your feelings when writing financial copy. Yes, you should speak about confidence, peace of mind, and that feeling of being organized.
Rich people often crave simplicity and ways to manage the stress of a complex world. Those who are busy often seek ways to simplify their lives.
5 Best Content Marketing Tips for Wealth Management Firms
How Does Content Marketing Work?
An inbound marketing strategy is called content marketing when businesses develop content that is relevant and useful to their target audience.
Awareness-building for brands, Building trust with your prospects, Achieving higher conversion rates…
Rather than directly pitching your financial services, content marketing focuses on what problems your prospects are experiencing and seeks to solve these problems.
This blog post is a form of content marketing – it aims to provide you with useful tips and help you understand its benefits.
Common challenges and solutions in the financial services industry:
1. Search engine optimization: competing organically
Google’s EAT and YMYL guidelines make it impossible for financial blogs and websites to compete with Turbotax or Nerdwallet.
Creating thought leadership for their brand is the most obvious solution.
For broad topics that provide the greatest exposure, Google makes it very difficult to build authority.
We can present unique ideas by upping our content game.
The solutions:
Guest post on reputable blogs, write an ebook or book or establish a social media brand relating to your industry to become a thought leader.
Your audience may be more interested in long-tail keywords with a lower search volume.
Make your website an authoritative source of information by inviting experts to write guest posts.
To expand the scope of a topic, create content featuring multiple financial experts.
Establish partnerships with companies that provide data or analytics for the purpose of conducting original research.
To see how trends in the industry are shifting, create a survey about a broad topic.
Create shareable content on your website by using video and alternative media.
2. Regulations Compliance
The authorities will quickly take action against your client if they receive false information.
As a result, your image will be badly tarnished, something that no one wants to build after facing a lot of negative criticism.
Regulatory scrutiny is particularly intense for financial services when it comes to publishing online content, sharing it on social media, and advertising your brand.
As well as monitoring influencers and financial services content on social media, FINRA (Financial Industry Regulatory Authority) oversees everything related to the financial industry.
FINRA’s rules intend to “protect investors from false, misleading claims, exaggerated statements, and material omissions.”
The financial services industry is governed by a number of additional regulations in addition to FINRA.
Bank content must comply with strict rules established by the Office of the Comptroller of Currency, for example.
Solutions
Protect your client’s legal interests by creating disclaimers.
In order to avoid liability, businesses should update their websites to reflect local privacy laws.
Financial services writers should be hired.
Identify common regulatory barriers and set strict guidelines for content.
To ensure compliance, ensure your client uses a legal review process.
Select topics that you are familiar with and that your legal team has experience with.0
3. Finding Knowledgeable Writers
In the solutions above, I outlined the need to find writers that have expertise in financial and regulatory matters.
However, as someone who’s managed a team of freelancers for years now, that’s certainly easier said than done.
The largest problem is finding those that are subject matter experts. Once you do find an expert, two other issues surface – the writer is either too expensive for your budget, or they simply can’t write well.
Solutions
Reverse engineer E-A-T. Find writers on high-ranking SERP articles and offer them a freelance partnership (if in the budget –many of the best finance writers won’t touch articles for under $1 a word or $750 per piece!)
Use LinkedIn to create exact ads about what you’re looking for, with examples and budget in mind. You’ll get much noise there, but you’ll find someone capable. My success rate for riders is about 10% – yes, one out of every 10 writers is typically capable of creating the content needed.
Hire and train in-house writers.
4. Time Is Of The Essence
Financial news and current events move fast, as government and independent financial reports are generated daily.
The last thing you want is a post on a major story stuck in a week-long review. These frustrations are further amplified when working with the extended review process of enterprise companies.
If your client offers any sort of financial advice or reporting, it’s essential to optimize review processes to pump out content in real-time.
Solutions
Set content guidelines of legal compliance with your client to reduce review times.
Prioritize real-time and interactive content editorial review.
Something about streamlining review with other partners (maybe taking ownership of channels or getting prior go ahead).
5. Targeting The Right Readers
You will come across a wide variety of people with different levels of expertise in the finance world.
It’s easy for readers to become inundated by jargon and complicated financial procedures, especially when dealing with topics like taxes, cryptocurrency, retirement accounts, and portfolio investing.
Simplifying content so it’s understandable by most readers is important, but so is making the optimal content for those readers most likely to go further with you or your client’s brand.
You’ll need to create a strategy that caters to people looking for general financial advice to increase your client’s authority and create targeted content for people specifically interested in employing their company.
Solutions
Simplify top-funnel content to attract a broader audience.
Employ a CMS to meet customers mid-funnel with targeted content based on their interaction with your site (content can be more sophisticated).
Nurture intent by following up with relevant advice and selling points based on their engagement history.
Feed this information to sales staff to follow up with a sales call that focuses on specific customer pain points.
11 Super Lead Generation tips for Wealth managers
How do Financial Services Advisors Get Lead?
Don’t worry, we will share all those tips here.
1. Invest time and money into creating a valuable website
You need a clean, informative, easy-to-navigate site so your prospects can learn more about you, and you can generate leads.
2. Post a blog on your website
By creating regular blog posts on your website, you will ensure that prospects and customers come back to your site often.
It’s vital to make your blog a source of information for visitors, ensuring that the pages on your website rank in search engines, and sharing the info via social media.
If you’re looking for blog topic ideas, take a look at the top financial advisor blogs.
3. You can build your email list by using your website
Offer visitors to your website the opportunity to join your email list. Offer these solutions and get their emails:
Email newsletters
Guides that are helpful
Calculators and assessments that are interactive
Taking courses
Watch videos
These are ‘lead magnets.’ Use buttons, displays, or pop-ups on your website to get readers’ email addresses, along with potential additional content.
4. Make sure you follow up on your leads
You can follow up offline by calling your lead if they provide a phone number and indicate interest. Otherwise, you can follow up via email. It’s possible to do this manually, but marketing-automation software can scale up your email follow up much more efficiently.
As part of our lead nurturing process, we provide you with tips, news, or offers in order to warm up our relationship and make it easier to move ahead with a live consultation.
5. Promote your business online
Increasing ROI by experimenting and optimizing is a perennial exercise in mastering advertising. The digital world, however, makes lead generation for financial advisors far more efficient. The majority of these programs are pay-per-click. In addition to paying when you get a click, you get analytic insights that can help you improve your campaigns as you iterate.
6. Advertisements on social media
Find out what your target market likes, research how they prefer to consume media, and try out Facebook, LinkedIn, Twitter, and YouTube. You can start with a budget of $5 per day, and you can increase it as your confidence grows and your understanding of the average price of financial advisor leads increases.
7. Advertisement on search engines
Your financial services company is immediately positioned atop page one of a search engine results page when you use the search engine marketing programs offered by Google Ads and Microsoft.
A bid determines placement on these systems, so choose highly specific keywords and target effectively. Clicks can get expensive, so choosing highly specific keywords and selecting smartly can be crucial. You can experiment with search advertising for any amount of money, but consider hiring a PPC expert to improve conversions if you plan to spend hundreds or thousands per month.
8. Advertising for discovery
Native ads can be placed in large publishers and news sites’ ‘recommended stories’ sections using discovery networks like Taboola. The costs of these are usually lower than those of networks like Google Adwords, which can expose your financial services company to a massive audience, drive traffic to your website and landpage, and generate new leads for your business.
9. Create social proof
Here are some tips for setting yourself up for success when it comes to online reviews:
Establish pages on Google MyBusiness and Yelp, and make sure you provide complete information and keep them up-to-date.
Your clients should be regularly encouraged to post positive (and genuine) reviews in these social media networks.
Publish customer testimonials, accreditations, and accolades on your website and social media profiles to establish credibility and trust.
10. SEO for local businesses
If clients are searching for financial advisors, they aren’t going to the Yellow Pages. They are going to Google. Make sure your website appears when people look for financial advisors on Google.
Optimize your descriptions with keywords and create a Google My Business page, a free listing that connects to Google Maps.
11. Listing on Google Maps
During a search for retirement planners in Highland Park, CO, I received the screenshot above. A paid ad appears on the first listing, a Google Map advertisement. Two of the four advisors’ citations include reviews. A website link indicates that the advisor has an account with Google MyBusiness.
Social media is where your prospects are. Meet them there.
You should frequent LinkedIn as your ‘all business’ social media platform. Aside from making introductions, building a network, answering questions, elevating your reputation as an expert in financial services, interacting with clients and prospects, soliciting referrals, advertising, and sending messages, LinkedIn offers a variety of services.
Video — Using video for your advisory business can give you an edge over your competitors. Create a basic video that highlights your value proposition, then add short videos to your YouTube channel and other social media channels. Give advice, tips, and tricks about your area of expertise.
Your prospects will appreciate useful tips, updates, and curated content you share on Facebook and other social media networks.
Email Marketing tips from marketing experts for Wealth Managers
The email marketing channel is one of the most powerful marketing tools around the world, especially in the United States. Email marketing returns on average $36 for every $1 you spend. Getting it right is not easy, but it is well worth the effort. A regular B2C Email Marketing Campaign to a subscriber base or B2C Email Marketing Campaign to other businesses consistently increases revenues over time. As another revenue-generating marketing channel, email marketing can be fine-tuned with these essential tips.
1. Data tracking is the key.
Data can tell you a lot about the success of your campaign, including how many emails you were able to deliver, how many were never opened, and what time of day people opened them.
With Google Analytics, you can access even more powerful data on your website. You can track how your emails drive traffic to your landing pages, as well as how people behave once they reach them, by tagging them with custom campaign tracking. You can tailor your messages based on this information to meet the specific needs of your subscribers.
2. Make it easy for your readers to respond.
If you can, encourage your subscribers to reply to your emails. It’s the best way to demonstrate your interest in what they think.
3. Personalize it as much as possible.
Personalize your emails wherever you can. Address your subscribers by name. Tailor your message to address their interests and needs. These practices are becoming more common, but also expected.
Try mixing and matching your email content by location. Customize your subject lines. And of course, be sure to segment your list based on behavior. Most modern email tools allow you to use short-codes that are replaced with the recipient’s name once you send the email.
4. Test your email before sending it out.
You need to ensure that every message you send works properly if you want your subscribers to open and click on links in your emails. Ensure that each of your messages looks as you intended by sending them first to employee accounts. You should be able to view them on several different devices and email clients (such as Outlook, Gmail, and Yahoo).
Getting dressed in the dark and sending a mass email is like showing up for a business meeting without double-checking the content. This looks unprofessional and is a best practice for email marketing.
5. Clear & Focused Call to Action (CTA) Will Drive More Traffic to Your Landing Page.
Driving traffic to your landing page is the whole point of your email messages. It’s that simple. You can’t convert your email subscribers into customers without driving clicks to your landing page.
Having one primary call to action (CTA) in your email message is the key to driving traffic to your landing page. The reader will be confused and distracted by multiple call to action. Your email will be deleted or left unopened when they are confused.
5 Paid Advertisement Campaign Tips For Wealth Managers
What if I say if you give me 1$ and I will give you 8$ in return? For every dollar you spend on Google Ads, you can expect to receive $8 in return.
Paid advertising(Pay per click – PPC) is one of the best tactics for getting more clients for your wealth management business.
We’ll explain why wealth management companies should invest in PPC and what Brand Marketing Authority can offer in terms of PPC services.
Why should wealth managers invest in Paid advertising(PPC)?
There may be skepticism in your mind when you hear about PPC for wealth managers. What benefits can your business expect from PPC?
Advertise your wealth management services for these reasons:
1. Paid Advertisement(PPC) helps you build a positive brand image for your business.
Advertisements for financial planning help you build brand recognition, which is one of the biggest reasons to run them. Search engines display your ads at the top of search results when you run PPC ads. People become familiar with your business as soon as they see it at the top of a search result.
2. A PPC campaign for wealth management helps you generate more qualified leads.
In wealth management, PPC is a key to generating more qualified leads. It is more likely that clients will become customers when they click on your PPC ads. PPC ads are clicked on for 65% of all high-intent searches.
PPC ads are clicked by people who are looking for a wealth manager, but they need to find the right one. PPC ads at the top of search results can help lead these leads to your wealth management firm, where they can determine if you are a good fit.
3. You can increase revenue through Paid Advertisement campaign in wealth management.
If you run wealth management ads, we are pretty much sure that the revenue wil increase for your business. You’re 50% more likely to convert ad clickers than organic visitors with PPC ads for wealth management companies.
Your wealth management firm’s revenue can be boosted by attracting more qualified leads.
4. Increase your CTR with ad extensions.
Immediately implement this awesome tip. You’ll stand out from your competitors if you use extensions in your Ads campaigns. In addition to the headline, URL, and ad copy you’re used to seeing in ads, extensions allow you to include more information about your ad. Do you recall seeing ads with multiple website URLs or phone numbers? They’re called ad extensions.
Your ad will stand out from the rest due to the additional information provided by these ad extensions, resulting in a higher Quality Score and a lower CPC.
5. Dayparting will help you get more calls.
A daypart (also known as ad scheduling) is the process of arranging your ads so that they appear at a certain time. Assume you are using Google Adwords to get people to call you. The only time your office is open is 9 a.m. to 5 p.m., so showing your ad at other times is a waste of money. The phone is unanswered, after all.
Generally, wealth managers should only run ads if they are actually able to take phone calls when they’re looking to get people to call their offices.
Dayparting can also be used to show ads only during specific times of day, based on your data analysis.
5 SEO tips for Wealth Managers to boost their website traffic
44%… Yes, you heard it right! Currently, forty-four percent of the businesses are using Search Engine Optimization to rank higher on the 1st page of google search. And more than 70% of people search for the company online before visiting the website or buying from it. Interesting, isn’t it?
SEO can add a lot of visibility to your wealth management business or any other business in general. Without SEO, you’re missing out on a chance to reach people when they’re searching for a wealth manager/financial advisor.
Don’t worry, we got your back. Here are our 5 killer SEO tips to boost website traffic for wealth managers.
1. Rank higher in the search results by using Relevant Keywords.
Your wealth management company’s website content needs to include relevant keywords if you want to be found in search results. The keywords users use to search for information allow them to find websites that provide the necessary answers. To help interested users find your business, you must include relevant keywords on your website.
2. To attract new clients, establishing a local presence is a must for a wealth manager.
When you perform Search Engine Optimization for wealth managers, make sure that you also optimize the local presence. It’s essential that you optimize your local presence to reach people looking for a wealth management company in your area.
Integrate local keywords
The first step towards ranking in local searches is to integrate local keywords on your site. Keywords for local business usually have a location attached to them, such as “Virginia wealth management” or “wealth management company in Virginia.”
Finding the right keywords for your website is possible with keyword research tools like Ahrefs, KwFinder etc.
You can improve your Google Business Profile listing by optimizing it.
Adding your Google Business Profile listing to your website is another great way to appear in local searches. A box known as the local SEO 3-pack appears at the top of the search results when users enter the name of a location or the phrase “near me.”.
For information about companies in their area, users turn to Google My Business listings. In order to appear in this box, you need to claim your listing.
As soon as you claim your listing, confirm that your name, address, and phone number (NAP) are correct. Then, you can add other important details about your wealth management firm, such as hours of operations, an email address, and a short description.
Adding photos to your listing will also boost your website clicks and phone calls, as Google Business Profile listings with over 100 photos are 1065% more likely to be clicked on.
Keep your NAP consistent across all your web properties.
The NAP information you provide throughout the web should be consistent when doing local SEO for wealth management companies. It is imperative that people know where your business is located, how to contact you, and how to identify you.
Regardless of where leads find you, you want to provide accurate information.
It is also possible for your Google Business Profile listing to be suspended if you fail to maintain consistent local listings. The information about your company should be updated on every local platform.
3. Ensure that your website loads quickly.
Ranking in search results requires a fast-loading site when doing wealth management SEO. The average user doesn’t want to wait for your site to load – 53% of users will abandon your site if it takes more than three seconds.
The Google PageSpeed Insights tool can help you determine how quickly your site loads. You can use this tool to get an understanding of how your site loads for your audience, as well as where you can improve it to optimize the loading time.
You can improve the speed of your site by following these steps:
- Files need to be compressed
- Reduce the size of image files
- Cache your browser’s data
- Coding should be minimized
- Redirects should be reduced
If you are uncomfortable optimizing your site’s backend, investing in page speed optimization services will improve its load time.
4. Ensure that your website is mobile-friendly.
A fast-loading site is not the only thing you need, but one that looks good on mobile devices as well. Your audience is unlikely to engage with you if your site isn’t mobile-friendly. Bad mobile experiences lead to 52% less interaction with companies.
You can test your site’s mobile-friendliness with our free mobile-friendly checker.
Your site can be made more mobile-friendly by following these steps:
- Forms should be simplified
- Increasing the speed of site loading
- Optimizing mobile pages with accelerated technologies
- Creating smaller paragraphs from larger content
5. Invest in quality backlinks
To avoid being penalized by future search engine updates, everything in SEO needs to be high quality, or white-hat. You won’t win if you try to game the system, trust me.
The building of backlinks is another fundamental of SEO. An incoming backlink is a link from another website that points to your website. When another website links to your content, search engines recognize that it is of value, thereby making your content more authoritative and higher ranked.
The quality of a link is also determined by the content of the websites that link to it. Search engines will consider links from other sites with similar content to yours more relevant if they come from inbound links. The links you are sending to your site will not be relevant, however, if they come from completely unrelated sites.
Having trouble with your wealth management SEO? Let us help!
The tasks you need to accomplish for your SEO may seem overwhelming after learning about SEO for wealth managers. Allow Bran Marketing Authority to handle your SEO instead of worrying about it.
Count on our SEO experts to get your SEO strategy on track. Our custom strategies are tailored to the unique needs of your business.
Facebook Marketing Strategy: A Comprehensive Guide for Wealth Managers.
More than 90 million businesses use Facebook. Facebook is accessed by around 1.89 billion users every day, and at least 17.1 percent join to connect with brands. Social media is the primary source of brand research for 53.2% of internet users between the ages of 16 and 24. The majority of Facebook users check out local business pages at least once a week, with 66% checking them out every single week.
Moment of truth: You have to be visible on Facebook to get more wealth management clients.
How should you begin? Is it necessary to run ads? How should you structure your posts? What does it mean to be in the metaverse when you create a business Page?
We have all the answers you need, as well as a step-by-step guide to help you get started with Facebook marketing.
1. Promote your Facebook page on your website.
A website that receives decent traffic and is active on Facebook makes it a lot more useful and powerful.
The number of Internet users in 2015 was estimated to be around 3.2 billion. In 2000, there were only 400 million Internet users, which is a huge increase. Searching for products and services on the Internet is a common practice among consumers. Your business will gain credibility if you have an active website that converts web users into customers.
2. Advertise on Facebook to grow your page
Facebook pages are the home of your business on the social network. A facebook page allows prospects to learn more about your company.
Facebook is used by such a large number of people each month that it’s important for your business to have its own page on the social network.
It’s no longer enough to set up a Facebook page and leave it. To attract clients, you need to promote it. The Facebook advertising platform makes that easy.
3. Organize a contest on Facebook
Your brand and product will gain more exposure and likes through Facebook contests.
Contests on Facebook work, and they are inexpensive. Running contests on Facebook does not require any technical knowledge. You’re done in just a few clicks!
Your contest can be promoted on Facebook through advertising.
4. Make sure you’re engaging with your Facebook fans.
Wealth management is a hot topic on Facebook; There are ample communities for that.
Even if someone lives in New York and shares their good experience with their wealth manager, they are still able to refer a friend who lives nearby. Facebook can be a tremendous place to engage with the targeted audience. Your business will flood with more customers the more you do it with prospects.
5. Facebook Pages should interact with each other.
You can interact with other pages even if you have a business page on Facebook. The industry won’t be a matter here.
It’s time for you to start catching the attention of other Facebook page owners. The information they provide can be of great value to you. Collaboration or even partnering with content creators can be a great opportunity.
6. Join a Facebook group or create one
Become a member of Facebook groups that relate to your products. By doing so, you will be able to build relationships with peers and prospective clients for possible collaborations.
Creating your own Facebook group is a great option if you cannot find active groups related to your brand on Facebook. Building up new membership takes some time.
On Facebook groups, you should be genuine and helpful. It is easy to fake it, but people will notice if you do.
Solid reputations and relationships can be built by genuinely helping others. There is nothing better than that
.
7. Turn yourself into a content machine.
The more remarkable content you produce for Facebook, the easier it is to succeed. If you only publish new content occasionally, you won’t be able to build a successful business on Facebook. Taking it seriously is essential.
It’s no secret that Facebook has over 2 billion active users worldwide, making it a platform you shouldn’t ignore.
In comparison with Google AdWords, Facebook marketing is more affordable and effective. Because Facebook provides all the information you need, gathering high-quality leads is very easy.
On Facebook, you can also gain more trust from your fans. Many people are addicted to Facebook.. The majority of people sign in unconsciously every day. This exposes your brand to them on a daily basis. So, be consistent on Facebook and keep growing your business.
10 LinkedIn Marketing tricks for wealth managers to Grow their Wealth Management Business
If you want to network and grow your wealth management business, LinkedIn is a great place to do so. As a wealth manager, If you’re planning to spend a lot of time and money on social media marketing, you may want to concentrate on Facebook, Instagram, and Twitter. Your business is doing a huge disservice if you overlook LinkedIn when trying to reach your target audience. For businesses, LinkedIn is an essential marketing platform since it generates leads 227.1% more efficiently than Facebook and Twitter combined.
1. Make your public profile URL unique.
By customizing your LinkedIn public Profile URL, your profile will look more professional and easier to share. Instead of an aesthetically distasteful URL with confusing numbers at the end, you can use one that looks like this:
You can also do the same by heading to View Profile > Edit Public Profile and URL > Edit Public Profile and URL. As long as the URL hasn’t already been taken by some other LinkedIn user, you can change your URL any way you like – for example, your first name, last name, or business name.
2. Make your LinkedIn profile stand out with a background photo.
Use an on-brand background photo to give your LinkedIn Profile some personality. Recruiters and hiring managers like updated profiles because they showcase your special interests, personal brand, and specialties.
Background photos on LinkedIn should be at least 1584×396 pixels, and they must be JPG, PNG, or GIF files.
3. Edit your Profile by adding, removing, and arranging sections.
If you wish to highlight specific pieces of information on your LinkedIn Profile, you can edit and reorder sections to do so. Click on the double-sided arrow in each section of your document when you’re in edit mode. You can drag, drop, and click your mouse on the Profile to move it to other positions after your mouse turns into a four-arrow icon.
4. Make your LinkedIn profile search engine-friendly.
Getting discovered by people searching LinkedIn for key terms you want to be found for isn’t limited to blogging – you can also optimize your LinkedIn Profile. Adding keywords to your profile is possible in different sections, such as your headline, your summary, or your work experience section.
5. Use your LinkedIn Profile to promote your blog and website.
The LinkedIn profile page allows you to add portfolio links as well as social network links. A profile can also contain links to your content and business information. To drive traffic elsewhere, you can highlight specific areas of your page using this feature.
Using LinkedIn (e.g. SoundCloud tracks) can be a powerful marketing tool, for example, if you produce a podcast.
6. Take a look at your Network Updates (or share your own).
The LinkedIn Network Updates resemble Facebook’s News Feed on your LinkedIn homepage. Get a quick glimpse of what your connections, customers, competitors, and others are doing and sharing through this feed. Share updates about your own products and services, as well as notable content that your business has created and published.
Your feed may be filtered in any way you wish, including email notifications and sorting by “Top Updates” and “Recent Updates”.
7. You should be recognizable.
You should be recognized by your LinkedIn connections as soon as they glance at your profile. The name, headline, and other simple identifiers on your Profile should be easy to see to make your Profile easily identifiable.
To be visible and identifiable to your audience, you should make sure you have the Public Profile feature turned on as well.
8. Watch out for the people who have viewed your LinkedIn profile.
Learn who is viewing your LinkedIn profile and marketing content on LinkedIn, who is a potential lead, and who your customers are.
Process? With the help of the “Who Viewed Your Profile” feature.
You can identify specific visitors to your page using this tool (accessible via the Profile drop-down menu) in the main navigation. Your profile views can be compared to your connections’ and other businesses’ profiles.
9. Make the most of LinkedIn endorsements.
With LinkedIn’s Endorsements feature, you can recognize the skills of people who you work with.
It is your responsibility to endorse the skills of the people with whom you work the most closely. This will ensure that when they are looking for other work, their Profiles will be more impressive, and they will notice that you support them.
10. Try native ads and LinkedIn-sponsored content to grow your business.
You may want to consider LinkedIn Ads if you are interested in supplementing your organic LinkedIn marketing efforts. LinkedIn advertising offers a variety of targeting options, which is one of its biggest advantages.
Specific job titles, job responsibilities, industries, company size, etc., the people who are more likely to want/ need what you sell, can be targeted through LinkedIn’s paid ads.
You can also hire a digital marketing company to do that for you. Hiring a digital marketing agency will definitely enhance your online presence if you want it to increase. We are based in Manassas, Virginia, and we provide exceptional digital marketing service for wealth managers and other businesses.
It is imperative to hire a digital marketing agency if you want to boost your online presence. We are located in Manassas, Virginia, and we provide exceptional digital marketing services to businesses and wealth managers alike.