Hi, Dan Sheehan from Social Merlin back again for another Marketing Minute. Today’s Topic: “3 Major Benefits of Being a Virtual Advisor.”
As a financial advisor, you’re always under pressure to generate more leads to grow your client base. Perhaps you’ve only been focused on leads in your local area for your social media marketing efforts and may feel you’ve almost exhausted your target audience options.
It might be time to widen your reach by targeting people outside the 50-mile radius from where you’re based. With today’s advanced technology and connectivity, a broader target audience is available to financial advisors willing to offer virtual services. Consider adjusting your marketing strategy to include your services as a trusted virtual advisor and establish yourself as a thought leader on Social Media.
Here are 3 major benefits of providing your services virtually:
1. Your ideal client is usually in the higher income bracket, which may mean they’re busy people who travel often. This makes scheduling a standard face-to-face meeting challenging, and they need a flexible approach. By scheduling a virtual meeting, you’re able to accommodate them at a convenient time.
2. Virtual meetings save travel time and overhead costs, and you’re able to reach more clients irrespective of where they’re based or their time-zone. And remember your online marketing is already done and by pressing a few buttons you’re reaching thousands, if not millions of additional prospects.
3. Virtual meetings tend to be more focused and efficient. Documents, online tools, and screens can all be shared online for discussion, and they reduce waste because they are paperless.
Consider using Skype, Zoom, Go-To-Meeting or other provider for high-quality audio and video calling with integrated screen sharing. You can record calls to capture key decisions, as well as documenting your meetings better than you’ve ever done before, no small benefit. Most providers have optimized their platforms for all devices which results in a seamless communication experience and integration with other apps. You can easily share content from your website or blog straight into your chat. Most have easy to use features that will enhance meetings like never before. Some advisors now choose to use virtual meetings for local clients too, as the convenience for both the advisor and client is so beneficial.
Remember every client is different, and so are their financial needs and goals. A virtual financial advisor is still focused on a personal consultation and detailed needs analysis, but they leverage technology to facilitate it. The quality and output of the engagement is not compromised and may even be enhanced with the easy to use tools now available.
If you’d like to get more information, click the link below. Thanks, and see you next time.