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.

SMS (Texting) is a tool financial advisors can no longer ignore or avoid—even though most still do! The appeal of texting lies in its immediacy and simplicity. Advisors need to adopt SMS into their communications strategy simply because every generation is now regularly texting. Most significantly for our industry, the open rate of text messages far exceeds that of email. 

Local Business Profile for Advisors

You have seen the local map and location listings that display when you Google the name of a business (see image above). You can easily get your own business listing on the Google Local Business listing display for your location. Google My Business gives you free exposure and improves your ability to compete locally by attracting prospects with intent.  People who are searching “financial advisors near me” or “retirement planning in Tucson” will be in your local market and have a specific need.