Attracting Your Ideal Client

May 10, 2018

In today’s world, there are financial advisors left and right. As the businesses grow so will the need for clients. One thing that most financial advisors and planners are constantly curious about is: how do you attract a wealthier clientele? In other words, your ideal client. There’s a lot that goes into attracting prospects. Today, I’d like to focus on the marketing aspect of it and provide you with four tips you can use to find your ideal client.

  1. Be the best at what you do. What are you doing differently than other financial advisors? What’s your track record? How are you sharing this with your prospects? In order to attract a wealthier clientele, it’s important for you to become the best at your service so that the client will feel confident with the assets they’re going to trust you with.
  2. What’s your story? I know I mention this often in my blogs but I can’t stress enough the importance of having a unique story for you as an individual and your company. You need make sure your story is providing value to the customer. Remember, people will pay for your story.
  3. Marketing communication must be 50% emotions 50% logic. Going off my #2 advice, how you communicate the value that you can provide to your clients is important. An example of combining emotions and logic into marketing communication would be: “Through my daily financial practices, I have been able to change people’s lives by helping 5,000 clients.”
  4. Ensure you are visible to your ideal clients. I know this seems obvious, but sometimes we get so caught up in our marketing efforts that we forget about our ideal clientele. Attend networking events, whether they’re virtual or live, be a speaker on webinars and events, and write articles and books. All of these ideas will not only make you more visible but will also build your credibility!

Amaze Your Clients in One Simple Way: Social Media

April 26, 2018

So you are looking to expand your business and gain more clients… You’ve been doing everything that you need to do but you’re looking for that extra increase in clients. I have great news for you. One of the best ways, that’s increasing yearly, is: social media. In a recent study, 86% of financial advisors reported that utilizing social media while increasing activity has helped them gain more clients. That’s a 37% increase since 2013!

What’s their secret in being successful on social media? For starters, having social media accounts such as LinkedIn, Twitter, Instagram and Facebook isn’t enough. You must engage with your audience, whether that’s responding to Tweets or sharing financial tips that are relevant.

I’d like to leave you with some quick tips that can help you effectively utilize social media while still following regulations of the financial industry: have a primary social media platform. If you haven’t found one yet, LinkedIn is a great platform and a lot of professionals use it. Become dominant and strong in your chosen social media platform and then experiment with others. The different types and numbers of social media platforms will depend on your “audience” and target clientele. Also, it’s important to constantly be listening and learning. What are other businesses in your industry doing on social media? What are they good at? Bad at? If you see a personal connection have a life event such as a wedding or graduation, don’t hesitate to reach out and congratulate them! Lastly, share useful content and be personable. There’s a reason someone is following you or is your connection and that’s to gain insight. Share with them your brand, relevant financial material, and your personal content that reflects your brand.


Does Your Bio Turn Clients Away?

March 11, 2014

Traffic to attorney biosIn reviewing website traffic for law firms, you’ll find that 56 percent of visits are to the lawyer biography pages. That’s a lot of people viewing your personal law biography. Most professionals just fill their biographies with the standard law résumé facts, but is this information really what your clients are looking for?

Of course, your name, contact information and even a brief summary of your law education are still important. But these days, clients care a lot less about what you’ve done for X amount of years and a lot more about what you can do for them.

Here are some ideas of what to put in your lawyer bio to make you stand out:

  • How, but most importantly, when and how often you can be reached. Links to social media and blogs are also good to include here.
  • Client testimonies, rather than court and bar affiliations or what other lawyers think of you.
  • Awards are OK, but you don’t need to go on and on about how accredited you are. If you’ve done that well, your clients should reflect your work.
  • Specific expertise or experience is important only if you find that you have a niche clientele. If you tend to take on a varied range of work, then you might advertise how diverse you are in the law industry.

If you’re ready to update your lawyer biography, then you should consider switching up the cookie cutter layout and adding some of these details. You’re in a competitive industry; don’t let yourself fall in line with the rest of the pack. Update the type of information you showcase in order to really differentiate yourself and maximize your client list.

What else makes you stand out as a lawyer?

Three Point Marketing offers marketing support for professional service providers such as financial planners, attorneys, and accountants.