Advisors don’t need to be digital design geniuses or social media influencers to create and maintain an effective internet presence. Conversely, in 2023 financial professionals must have at least a basic online foothold. Younger generations prefer to operate remotely and digitally, and most retirees are now comfortable with smartphones and social media. It’s a cliche, but we need to fish where the fish are.
How much business did you close last year from referrals?
Video content has become a vital channel for advisors. Quite simply, people love video. It is easy to consume and more entertaining than a white paper or a Powerpoint. Facebook, TikTok, Instagram, YouTube etc., offer the opportunity of free exposure and increasing your reach.
An uncertain economy and a looming recession might not feel like the optimal environment for increasing your marketing, but there really is opportunity everywhere. The keys to success right now are understanding client needs and refining your messaging to address your clients’ concerns.
Life Insurance and Annuity New Business Specialist
Unkefer Lead Systems
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