Social media accounts are great tools for reaching prospective clients and building trust. Not only that, but a solid social media strategy allows you to cross-market to clients who may have already engaged with your services elsewhere, reiterating your brand message and encouraging them to take action. 

As a professional business, you should have a strong presence on LinkedIn so you can position yourself as a leading financial advisory or financial planning company and connect with other industry professionals. 

Leveraging paid ads will depend on where your target market is most active so you can get the best return on your ad spend. The EngineRoom platform can access these analytics and ensure your social media marketing strategy is tailored to the right channels and the right audience at the right time.

Search Engine Optimisation (SEO) is a crucial strategy for financial advisors who want to outrank their local competitors and start showing up first on search engines. 

Using a combination of SEO techniques, including keyword research, link building, and search engine marketing, you can boost your brand authority, generate more leads, and capture more market share.

One of the best and quickest ways to boost profitable leads is through Google Ads. Though it tends to be more on the pricey side due to high demand, the investment is worth it if your converted leads have a greater customer lifetime value than your ad spend. The big benefits are increased exposure to your target audience and a higher conversion rate compared to many other paid strategies.

EngineRoom’s secret recipe for Google Ad success comes from our purpose-built platform - once integrated into your financial advisor business, we can analyse your data and business intelligence prior to starting your campaign. With these key insights, we’ll be able to build a growth-focused strategy that delivers the best ROI.

The amount to invest in your digital marketing strategy depends on a number of factors, including your revenue goal, customer targets, and marketing budget. A dynamic platform like EngineRoom will be able to calculate the number of leads required to hit your targets, which can then be converted into a dollar amount. The real-time data collected in EngineRoom makes it much easier to forecast and react to change, unlike standalone systems that may lag a day or two behind.