Financial consulting services are in high demand, especially with the expanding list of earning and investment options out there. You need to be on the top of your game, and be updated about all the latest financial considerations and volatile market conditions.
A good reputation and decent outreach is also necessary for your business. Online marketing is a great way to spread the word about your services and get more customers. Here are a few ideas for promoting your business online.
Create a brand identity
No matter how technical or straitlaced an industry is, brand identity matters immensely. So, you need to establish yours from the get-go. Stick to a certain theme, set of imagery, logos, and layouts. This will make your company recognizable across all your online mediums.
Save this brand identity and compile it into a style guide. This will help your team be consistent, regardless of whoever is handling the marketing. So, make a style guide for your visual identity and stick to it for instant recognition.
Make visually appealing posts
Once you have your style guide in place, you need to put out posts which reflect your identity and services. Design social media posts which convey all the information you need to give without being overcrowded. A good idea is to create templates for each type of post, and then use them throughout the relevant marketing campaigns across your online platforms. Of course, some aspects will change depending on the medium.
For example when tax season is coming up, look up tax preparation flyer templates on tools like PosterMyWall and customize them according to your consultancy brand identity. Then, use these templates and adjust them a little according to the online platform. In most cases, the tool will automatically do this for you.
Utilize social media channels
Your social media channels are a great way to market your financial consulting services. So, update all your social media profiles and make sure you have your complete list of services and proper contact information there.
Share regular posts online to engage with and educate your audience. In addition, let people know when important items like tax season or holidays are coming around, so that they can make the appropriate financial plans. You should also let them book initial consultations with your consultancy through social media for the most convenience.
Run email marketing campaigns
Email marketing is important, especially when you want to remind your audience about your services on a seasonal basis. Have your email campaigns set up in advance, and come up with engaging and precise subject lines as well. Your email campaigns should be ready to roll when the time comes.
These emails should be engaging and appealing. They should also contain calls to action for your recipients to respond to. Also let them reach out to you directly through these emails for their financial consultation needs.
Share educational content
Financial literacy is a major concern everywhere, especially with complex tax systems like in the US. Many people don’t understand what terms like 401(k) and Roth IRAs even mean. So, you should bridge this gap to help them become more aware. This will also make it more likely for them to use your expertise.
So, have a blog on your website where you regularly share articles about important financial topics. In addition, share news and updates related to the industry to keep your audience updated. You should also come up with downloadable financial planning and spending tracking sheets for your audience to use and appreciate.
Give free initial online consultations
Convenience is a major concern when it comes to intimidating services like financial consultations. So, you can’t give people too many chances to hesitate or not get to talk to you. Therefore, you should have free initial online consultations.
These can even be automated, with basic feedback like savings needed to buy a house or other such information given. Then, for the next step, have clients reach out to you to learn how exactly they can get those savings for a house. Do these initial consultations through quizzes and other such tools, and make the detailed content accessible if the respondents reach out to you and avail your services.
Run online ad campaigns
Paid ad campaigns can really help you make the final push. So, consider what posts and what kind of content performs the best. Do this through data tracking and analysis tools. You will get detailed findings from your social media pages’ in-built tools and can also use third-party tools.
Then, run ad campaigns for content that does the best. This will give you access to a much wider audience, especially if you do the targeting correctly. Make sure you test and track ad performance throughout so that you can get the best ROI.
To sum up, there is a lot you can do to promote your online consultation services online. These methods are easy to implement, but require ample planning, so do revisit them every financial quarter.
