For a financial services company, no matter how big or small, most of your clients will need at least one transaction done in a year like help with their taxes. Because of this, your steady business is based on a constant stream of new leads rather than a regular customer base that will come back to you week after week. Even your most loyal customers will only come back a few times a year unless they have an open and actively managed account with your firm like many do with their stock broker. In order to bring in new customers, people must know who you are and trust you to give them unshakable financial advice. The best way to put these concepts into their minds is to show them your financial expertise with inbound marketing.
Here are three great tactics to get your know-how out there in the public eye in a way that will bring you new hopeful clients.
1. How-To Blogs
The classic how-to is not just a tool for construction and home repair services. There are all sorts of financial tasks people mostly take care of themselves, but a little guidance on the paperwork is always appreciated. Teaching people to handle their own finances doesn't take business away from you, it simply helps them have their documents in order when it's time to call a professional. When deciding your how-to topics, use your own experience with your many clients to determine which processes people tend to have the most trouble with and common kinds of financial advice people seek. Then, at the end of your friendly instructions, let your readers know you are available to help them work out the details and guide their paperwork through processing.
2. Informative Videos
Financial concepts are often difficult to parse, even when explained in plain language. On top of this, many people are not ‘visual learners‘ and have a hard time understanding complex procedures by reading about them. Video marketing is on the rise, with four times as many customers preferring videos to product descriptions. With a few friendly videos explaining financial processes and services, you can drastically boost the understanding and positive responses of online viewers, effectively showing off your know-how without drowning clients in eye-crossing jargon.
3. Promotional Processing
Want to do a little authority positioning out in the field? One of the best ways to get regular customers is to get them into that first appointment. Once a client has discovered the quality of your service, friendliness of your staff, and the value of what you provide they are much more likely to come back to you for future financial guidance. A great way to get a bunch of new clients is to host a promotional event offering financial advice or processing to a population that needs it. Depending on your services, you could offer deduction advice during tax season, college loan advice for parents of graduating teens, or partner with a real estate agency to offer mortgage assistance to first-time homeowners.
When deciding who to trust with their personal finances, people inherently seek those they perceive to be respected experts. By sharing your knowledge through your blog, on your website, and with community outreach, you are creating opportunities for potential clients to see your skills. Once clients realize how much you can help them, they will be eager to come back to you the next time they have a financial need and are more likely to refer you to their friends and family. For more advice on marketing your financial services, contact us today! No matter how you want to get the word out, our team of marketing experts is ready to build the right campaign for your company.
