30 Tips for Today’s Financial Advisor: Tip 29

The COVID-19 pandemic has challenged all of us to think more creatively about how we do business. According to a report from Practical Perspectives surveying 525-plus advisors in early April, the dominant means of advisor-to-client communication used by advisors has been the phone (93 percent), followed by emails (84 percent) and virtual meetings (48 percent). Only 30 percent reached out to clients via content posting on social media and information sharing through their websites.

Investors are also seeking more advice from financial advisors during this uncertain time. Three out of four U.S. investors with a financial advisor said they wanted more guidance than usual, according to a UBS report.

As more people search for a financial advisor during the COVID-19 crisis, you will want your website to rank high in search engines. You’ll want your website, social media platforms, and other communications to clearly present your services and value so prospective clients pick you among the competition.

Today’s Tip: Optimize Your Website

Tip #29: Use time you would have otherwise spent engaging with prospects in-person to optimize your digital presence.

Is your website well-designed and well-positioned for lead generation? How does it compare to competitors within your space? Don’t be afraid to engage a web designer or professional expert to give it a second look — it will be time and effort well spent.

Beyond AUM is a growth, marketing, and technology agency that specializes in serving financial advisors. Want to improve your online presence and get seen by prospective clients? Reach out to our team today.