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3 Tips to Boost Online Presence for Financial Planners

digital marketing strategy for financial planners

Everyone talks about being online, online presence and digital marketing! We know, it can get overwhelming at times, especially if you haven't looked at this before.

Here are the three quick and easy tips to boost online presence for your financial services business.

1. Be Mobile

A recent report stated 75 percent of internet traffic this year will be mobile. Additionally, Google revealed nearly 50 percent of people search exclusively via smartphone.

Not everyone can afford to build their own branded mobile app, so why not start with checking whether the website for your financial planning business is mobile responsive? Meaning your website adapts based on users size of screen.

Simply, open your website on your phone and scroll through the pages of your site. Do you like what you see? If your website is not looking the way expected, contact your provider to get it fixed up or give us a call.

2. Are you on Google and Adviser Ratings?

Do you have "Google My Business"? It shows your company's address, phone number and reviews on Google. In fact it is the first thing that comes up on Google search. Once you have your address updated, you will also appear on Google Maps when someone searches for a "financial planner". Did you know that companies with more Google Reviews come up first? Want to know how to ask for a 5 star review? Sit tight we will have some more info on that soon.

"Adviser Ratings" was launched over 4 years ago wanting to assist individuals find the right financial planners. Now it serves similar purpose as Google Reviews for financial planners. Many of advisers we work we have told us they receive over 30 leads per year from "Adviser ratings" alone. The key is to create a great profile, think of it like online dating for financial planners! If you are not sure where to start, we can help you maximise return you get from your "Adviser Ratings" profile.

3. Be Social

Yes, everyone is talking about social media, however it all depends on who your target clients are. You don't need to be on all of them, pick the ones that will be most beneficial to you. If you are targeting professionals, then LinkedIn is your friend. And don't shy away from good old Facebook. Recent research shows that there are more older generations using Facebook than ever.

Share meaningful content, engage with your followers and prompt staff to get involved in sharing company's content. Financial planning social media posts can be dry (we know),

Have a look at the most "social" people in the industry here.

We can help you with boosting your online presence, so give us a call or an email.

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Hi, I'm Elena Korolkova and I can streamline your business with ease


About Elena Korolkova

Elena started Kick Consulting so she could help successful entrepreneurs get access to an experienced, well rounded and knowledgeable Business Optimisation Project Manager on the terms they need and for a fraction of the cost of a full-time staff

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I hope you enjoy reading this blog post.

If you want my team at Kick Consulting to help your business to become agile, streamlined and scalable, just book a call.