Referral marketing is hampered by restrictions on traditional networking. More searches for financial advisers are taking place online. How does your practice fair in a generic search e.g. “Financial adviser near me”? Adults who are aged 40+ are digital natives with families. They have assets, are buying property and investing and inheriting money. They have grown up with computers and the internet. These are the people searching for your expert advice and will expect advisers to be digitally-literate like them.
We have a bespoke service developed to fit the marketing requirements of St James’s Place Partner Practices
Social media and digital marketing are vital tools in current times. They provide the opportunity to increase brand awareness through thought leadership, to act as point of engagement for clients and referrers, to give a boosts to SEO and to help you tell the story about life in your business.
Optimise local online marketing for more enquiries.
We know the financial services industry and the constraints on financial promotion. We’re already working successfully financial advisory practices.
Our clients include wealth managers, financial advisers, accountants and solicitors. We understand the FSA regulated environment and know the marketing style and ‘tone of voice’ that a business that trades on trust and reputation needs to adopt.
Little things matter and we are big on them, like attention to detail.
Trust and reputation are vital elements to your offering. Sloppy messaging and careless marketing can undermine hard earned trust in short order. We are proud of our high standards and that we are relied on by clients to act on their behalf.
Become the pre-eminent financial adviser in your area.
We are experts in local marketing. We know the steps to take so that your business has stronger local marketing signals than others in your area. By strengthening your online profile you increase the prospects of receiving a greater proportion of the enquiries in your location. We only work with one IFA per town.
A digital marketing service for IFAs
Optimise your online local marketing and drive more enquiries to your practice and away from others in your area.
The benefits of outsourcing marketing and social media.
|You save time||✔|
|No risk – we understand financial services and the regulatory landscape||✔|
|We only work for one practice in a given location||✔|
|There’s no contract (but allow four to six months for benefits to filter through)||✔|
|A monthly report||✔|
How we will work for you
We will discuss your specific requirements and send you a bespoke proposal to consider. Our expectation is to manage only your business social media accounts, not your personal ones. We would set up and give you ownership/admin access to the following accounts if you don’t have them already:
- Facebook Business Page
- LinkedIn Company Page
- Google My Business
- Bing Places
If some accounts already exist, we ensure that they are optimised and set up accurately.
How we help get your business to Number 1 in your area
The key to unlocking the door to a high ranking marketing presence in your area is a proven approach, rolled-out consistently every month, using the following tools.
We guarantee posts every working day spread equally across different platforms. You may already subscribe to a social solution for financial services like Hearsay and can draw down pre-approved content. We will choose topics that ‘chime’ with your priorities and the current news and finance narrative. Our posts will use geo-tags so they are optimised to work best in the area you are located. We will draft an introduction to each social media post and use royalty free images where necessary. This service means that no matter how busy you are, the social media messaging is always ticking over for you in the background.
Business Listings Websites
A listing on the websites of the country’s leading business databases will send strong signals about where your business is and what you excel in. Over the first three months, we will add your business to 60 key business listings websites. We’ll also ensure that information across these sites is presented consistently to avoid any Google penalties. The search engine dislikes inconsistency – it indicates a possible lack of authenticity.
We set up an easy way for you to request testimonials from clients. Each time you receive a new testimonial it will add further strength to your local marketing on Google and other search engines.
Facebook Business Advertising
We recommend a small sum each month is committed early to accelerate the number of followers on the newly-created Facebook Business Page. A Facebook following of over a hundred indicates credibility.
We may recommend other marketing initiatives specific and local to your area that will strengthen your online presence. Examples include:
- £250 Annual donation to a charity of your choice, including local publicity
- Local business listings
- Community Facebook groups
- Sponsorships / collaboration e.g. a local group or sports team.
How much does it cost?
Prices start at £330.00 + VAT per month. There’s no contract to tie you down, but we do ask for a minimum of four to six months commitment to enable our work to take effect. Advertising undertaken will be re-charged at cost.
To speak to us, please complete the form, call 01252 213131 or email firstname.lastname@example.org