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In this short video, we examine financial advisor marketing and share 5 of the best tips for converting leads into clients.

For more information about how financial advisors are using case studies on their websites, contact Paladin Digital Marketing today!

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Let’s face it some investors have convoluted processes when they interview and select financial advisors.

In some cases, they are like the proverbial deer in the headlights. They are cautious to the point they have trouble making decisions.

Following are five tips that can help you help them:

Use monthly or bi-monthly drip emails to keep your name in front of them.
Your communications should always have some relevance to their current financial situations.
Always be on the lookout for ways to create additional value for investors.
It pays to offer investors’ choices so it does not appear you are selling a product.
Make all communications more about investors and less about you.

For more information about how financial advisors can use digital marketing to follow up with prospects contact the experts at Paladin Digital Marketing!


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