Financial Advisor Marketing FAQs:
Yes!!! If you’re about to drive from NY to LA, you don’t just “drive west”. Wouldn’t you map out the most efficient route to avoid wasting time and money? The same applies to marketing. Creating a plan, a literal Roadmap prevents you from wasting time and money.
Again, that depends on your needs. However, here’s a range for your reference. For a simple website, including design and development, you can expect to pay anywhere from $1,000 up to $5,000. For more features, pages, content, and functionality, you can expect to pay from $5,000 up to $50,000+.
Or, you can Do-It-Yourself and the investment drops dramatically. But, even though you’re saving money DIYing your website, you will end up spending a ton of your precious time.
It really depends on your unique needs. However, there are several ‘must-have’ financial advisor marketing tools that we recommend all advisors have. CRM tool – we use Pipedrive. Email Automation Software – we use Drip. Landing Page Software – we use Leadpages. Form builder – we use Typeform. Webinar platform – we use EasyWebinar.
I’m sure you don’t want to hear “it depends” again, but…it depends. We’ve worked with hundreds of RIAs, Financial Advisors, and CFPs. The needs of every single one of our clients are unique. As a result, so are the strategies they need to reach their goals. Some need marketing automation as well as a sales funnel. While others need to update their website and convert it into a lead-generating machine. However, there is one thing that every client needs, and that’s a clearly defined marketing strategy. We call it Roadmapping. Every client we work with starts with Roadmapping.
Once a clear plan is in place, then we focus on different tactics. For instance, start by building an RIA Leads Funnel to generate a steady stream of qualified leads.
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