In this writer’s (slightly) younger years, I competed in regional powerlifting. This was before kids took over my life! I was only a light 73 kg. Yet in one competition I ended up bench pressing 120kg, squatting 160kg and deadlifting 200kg. It was immensely rewarding to see those years of hard training in the gym pay off. I was also fascinated to see what my body could achieve when pushed to its limits.   Looking back now, I can see that powerlifting taught me some valuable lessons – both personally and professionally. Below, I’d like to share some of those insights and how they relate t ..read more

Google Reviews are a fantastic way not only to build up social proof for your business, but also help with your SEO. All things being equal, if two financial websites have near-identical SEO but one has a wealth of 4/5-Star Google Reviews, then this company is likely to perform better online. The reason? Google trusts your reviews more than it trusts you. Intuitively, we all agree with this. We tend to give more weight to the words of a previous customer or client than what a business says about itself. Given the value of Google Reviews, however, how do you get more of them? In this post, our ..read more

How often does your financial services business take a close look at its marketing plan? In our experience most small, locally-based financial firms (e.g. financial planners) don’t make a habit of examining their marketing strategy, say, once per year. Yet doing this is vital for at least two reasons. Firstly, it helps you clarify your business goals and set you on course to achieve them. Do you want to acquire more clients this year, for instance? Then an updated marketing plan can put concrete steps in place to help you make that ambition a reality. Secondly, it helps you avoid wasted time ..read more

Today in 2022, power has undoubtedly shifted from the seller to the consumer. Financial services firms can no longer hope to simply market a product or service and expect people to simply buy it. Rather, consumers research online before making big decisions about who to invest their money with. Moreover, rather than asking to speak with your sales representatives in the early stages of their customer journey, consumers are more likely to first read reviews, seek referrals and take time reading your thought leadership (e.g. blog posts on your website). Is your financial firm meeting custom ..read more

Many marketing principles applied to financial services are fairly timeless. However, trends and technology change – as does customer (or client) behaviour. What form might these take in 2022, and how can financial firms adapt their marketing accordingly? Below, our team at MarketingAdviser offers some insights into how digital marketing, in particular, might evolve in the months ahead for the financial sector. Our main client base is financial planners, investment firms and wealth managers, so we focus primarily on these segments in our article below. We hope you find this content useful and ..read more

How do you know if your financial marketing strategy is working? The same way you find out if an investment strategy is working – by looking at key metrics which indicate performance. Often, these metrics are called key performance indicators (KPIs) and refer to the “measurable parts” of your marketing plan. They help you to gain an idea of who your marketing is reaching, how the audience is engaging with your campaigns and areas of attention that could be improved. Below, we’ve outlined 6 metrics which are typically important as metrics, or KPIs, in a financial marketing campaign. W ..read more

Marketing for financial services is a big subject. What is it, exactly, and how do you do it effectively? These questions can be particularly pressing for startups, where budget is limited and mistakes can be detrimental to the company’s success and growth prospects. For larger, more established businesses, errors could make the difference between gaining/losing clients to competitors. Given the stakes involved, it is important to have a strong grasp of marketing as a financial services business. As a dedicated financial marketing agency, our team here at CreativeAdviser decided to put this sh ..read more

One of the amazing aspects of digital marketing is that it grants financial firms enormous power to measure the performance of their campaigns. Examples of metrics you can measure include: Bounce rates (how long people stay on your website pages/posts). Exit rates (which percentage of visitors on a page exit, not clicking through to other pages). Traffic sources (e.g. organic search, Google Ads, a client newsletter etc.). Social media followers, likes and comments. Google My Business reviews and questions. Email newsletter subscribe & unsubscribe rates. Contact form enquiries from your we ..read more

So you’re thinking about starting a digital marketing campaign for your financial firm? That’s brilliant news. Digital channels are a fantastic way for financial firms to grow their brand presence, build an online following and generate new business opportunities. It is likely that you are thinking about approaching different financial marketing agencies to help you with your campaign. Indeed, most financial planners and advisers will probably need help with their digital marketing strategy and its implementation. After all, there’s a lot of work involved with both of these – and you are alrea ..read more

SWOT analysis is often taught in the most foundational of business courses. Yet it is remarkable how many financial firms neglect it when building their own marketing strategy. Regardless of where you are in the business cycle – from startup to fully-mature – numerous barriers and challenges will confront your business as it grows. To the best of your ability, how can you anticipate those problems so that they are mitigated or even removed, later? Which issues should you focus on first as a higher priority? The great advantage of SWOT is that it gives you a conceptual foundation on which to co ..read more