10 winning website tips for financial advisors

We all know that having a slick and professional website is absolutely vital to building your business. But, to make a real impact with your online marketing, you need to view your website as a constant work in progress. 

Follow these ten foolproof tips to take your site to the next level…

1. Focus on building trust

As a financial advisor, you should […]

2020-07-13T09:35:02+00:00February 24th, 2020|Financial marketing|2 Comments

Social media tip 10 for financial advisors: Monitor your performance

It’s essential to monitor your social performance so that you can continue to improve.

You can use the Analytics function on the various platforms, or you can use third-party software that not only gives you stats on your performance but allows you to manage and schedule upcoming posts. Analytics give valuable insights on the best times to post, the demographics of […]

2020-07-13T06:18:14+00:00December 6th, 2019|Uncategorized|0 Comments

Social media tip 9 for financial advisors: Keep records

FAIS requires that you keep detailed and readily accessible records of all communications going back at least five years.

This includes social media. Luckily, all social media platforms now make it easy to access and download your data.

If you’re not quite sure how to download your records,  reach out to linda@fincommunications.com for help.  We’re specialist financial marketers with in-depth insight into […]

2020-07-13T06:19:59+00:00December 1st, 2019|Uncategorized|0 Comments

Social media tip 8 for financial advisors: Beware of controversial topics

It’s so easy to get caught up in a controversial conversation and put your brand’s reputation at risk.  Here are five excellent tips from the US’s Young Entrepreneur Council on the use of social media and controversial topics.

  1. Use the staff meeting test

When it comes to political matters, if you wouldn’t share your opinion overtly with everyone during a […]

2020-07-13T06:21:15+00:00November 26th, 2019|Uncategorized|0 Comments

Social media tip 7 for financial advisors: Never give advice

The law is very clear regarding social media and advice…  

FAIS governs the suitability of Advice on social media. Social media is simply never the place for Advice. There is no way that you can have insight into a person’s full set of financial circumstances after a couple of posts. Even more dangerously, any advice you post could be shared, shared […]

2020-07-13T06:22:28+00:00November 20th, 2019|Uncategorized|0 Comments

Social media tip 6 for financial advisors: Ditch the pitch

It’s most frustrating when you accept a connection on LinkedIn or a friend on Facebook, and the person immediately sends you a stock pitch for work … 

Social media is about socializing, not advertising. Instead of constantly reminding people of what you can do for them, focus on creating thought-provoking content that will add value to their lives.  Incessant pitching isn’t […]

2020-07-13T06:24:02+00:00November 16th, 2019|Uncategorized|0 Comments

Social media tip 5 for financial advisors: Know your platforms

As usual, there are horses for courses…  

To communicate effectively, you have to understand that each social network has its own distinct language and identity. Posting party and travel images on LinkedIn, for example, could do your reputation a lot of damage. Use LinkedIn to improve your professional network, Facebook to nurture relationships and Twitter to expand your knowledge and position […]

2020-07-13T06:25:24+00:00November 14th, 2019|Uncategorized|0 Comments

Social media tip 4 for financial advisors: Show don’t tell

Social media provides a wonderful opportunity for business exposure, but it’s a competitive and crowded space.  If you want results, it’s essential to be visual.  

People respond far more strongly to images than they do to words. Sight is one of the first senses that we develop as babies and even in adulthood, human beings process images 60 thousand times faster […]

2020-07-13T07:12:27+00:00November 11th, 2019|Uncategorized|0 Comments

Social media tip 3 for financial advisors: Be yourself

The most incredible thing about social media is that we’re all publishers now and have equal access to the same audiences.   It’s very empowering, and opportunity for business abounds.   But is there an etiquette?  

Your activity on social media is a reflection of who you are. So, show some personality, make sincere connections and try to learn from your network. […]

2020-07-13T07:13:49+00:00November 8th, 2019|Uncategorized|0 Comments

Social media tip 2 for financial advisors: Invest in a professional profile pic

In terms of business expenses, professional photography is often an item on the list that is seen as expendable. After all, you could take some pictures yourself. There are other, more important things you should be spending your organization’s funds on than professional photography, right?

Very wrong.

The truth is that every business no matter the industry can benefit from having professional […]

2020-07-13T07:15:49+00:00November 5th, 2019|Uncategorized|0 Comments