Market in Motion Blog

 
 

4 Simple Ways to Attract More Prospects in Your Local Area

Content, Social Media 0 Comments

An aerial view of  suburbian housing and gardenEven among advisors who serve clients in multiple states, many of them that we work with largely rely on referrals and locals in their community to build their book of business. While technology makes it possible for us to virtually meet people from across the world, many investors crave in-person meetings and face time with their advisor.

If you’re looking to find more clients in your local area, take some of these strategies for a test drive.

1. List Your Business in Online Directories

Online directories are like yesterday’s Yellow Pages. Often underestimated, directories are the simplest and most accurate way to find a local business. You might be thinking that you don’t — nor does anyone you know — use or even know of online directories, so there’s no reason for you to go out of your way to submit your business. However, Google and other top search engines rely on these directories to determine the accuracy and legitimacy of your business.

The more places you’re listed (and the more consistent the information is) the more likely you are to show up in search engines for local searches (such as “financial advisor in San Diego, CA”) and the more likely people can find you online.

Finding and submitting your business to dozens of directories (and then managing it) can be time consuming. Using a service, however, can make it easier to get your business listed accurately online.

2. Submit Content to Local Blogs or Newspapers

Guest blogging is one of the most effective ways to build links to your blog, encourage more traffic, and access a wider readership and potential clientele. If you create content, submit your next piece to a local blog or newspaper. For a blog, you can include a link back to your website. For newspapers, you can include your contact information at the bottom of your post.

The best way to ensure your content makes the biggest impact, your first submitted article should address a common financial concern your target market has, whether that’s understanding how to maximize their 401(k) account or managing their debt.

To find a local blog, start by Googling “[your city] blog.” If your area doesn’t have any relevant blogs that would work for you target market, consider Patch.com, which creates hyperlocal sites in hundreds of cities across the U.S. If you become an approved blogger, you can create and post your own content (so long as it isn’t too salesy).

3. Use Social Ads to Target People in Your Geographic Area

Social media advertising is usually much less expensive than traditional print advertising or pay-per-click Google ads. On Facebook, LinkedIn, and Twitter you can adjust the audience of your ads to only include people in select cities or states.

There are several different ways you can advertise based on your goals. You can strive to increase your number of likes, clicks to your website, newsletter signups, event responses, and more.

4. Host Educational Events or Classes

We’ve spoken with dozens of advisors who host educational courses at local community colleges or libraries and it serves as an impressive lead generator. This could be anything from a one-time Social Security class to a semester-long retirement planning crash course. Deb Sims, a financial advisor in San Diego, hosts monthly events on finance for women. This has helped her build a strong presence in her community and established her as a go-to financial resource for women.

Start by reaching out to schools, libraries, and public centers to find out how you can get involved. Depending on the organization, you may or may not be paid or have to pay for a spot. If you’d rather go your own route, you can host an event at your office, restaurant, or other local spot. Advertise the event listing on your website, social media, and in local newspapers to drum up more interest and signups.

The more public your business is in your community, the easier it can be to build your client base. Don’t underestimate the power of local marketing, whether it’s submitting to local directories or contributing to your local newspaper.

Related Posts



Back to blog list

Tags



Leave a Reply

Be the First to Comment!

Notify of
avatar

wpDiscuz

Still Have Questions?

Become a Marketing Master

Sign up for our marketing e-newsletter to receive marketing tips for financial professionals, including exclusive whitepapers, broadcast invites, and other content.

 
Privacy Policy

Get a Sample Email Campaign

The best way to experience FMG Suite Campaigns is to receive one the same way that your clients and prospects receive them — in your email inbox. Let us send you one today!

 
Privacy Policy

Get 1 Month Free

Receive your first month of our Monthly Market Insights campaign for free.

 
Privacy Policy

Let's Build Your Suite

An expert will reach out right away to help you build your suite!

 

Want to kick the tires first?
Check out our Free 7-day Trial.
No credit card required to start.

Privacy Policy

How is Your Business Listed?

Check the consistency of your online business information with help from our listings scan.

Enter business information to scan below:

Business Name *
Street Address *
City *
State *
ZIP *
Phone *
Scan Now
 

Want to kick the tires first?
Check out our Free 7-day Trial.
No credit card required to start.

Privacy Policy

Get Started with Copywriting

An expert will reach out right away to help you craft your content

 
Privacy Policy

Get Started with Custom Video

An expert will reach out right away to help you create your content

 
Privacy Policy

Let's Build Your Suite

An expert will reach out right away to help you build your suite!

 
Privacy Policy

Copywriting Sample

Distill Your Niche

"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
When working with widows, there are a few first steps I recommend taking:

1. Get Organized
Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

2. Budget for a Single Income
More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."


View Complete Sample
 

Copywriting Sample

Consistent Messaging

"...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:

  • Preserving wealth through proactive management and appropriate strategies
  • Mitigating risk by diversifying investments
  • Assisting with the transfer of wealth from one generation to the next through strategic asset allocation and estate planning..."


View Complete Sample
 

Copywriting Sample

Unique Articles in Your Voice

"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."


View Complete Sample
 
FMG Logo

Start Today