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[Webinar Replay] What the Coronavirus (COVID-19) Means for Your Marketing: 9 Crucial Steps Every Advisor Should Take Right Now

The COVID-19 crisis is forcing companies to reevaluate many aspects of their business plans for the foreseeable future and most importantly- to reassess their marketing, communication and growth strategies.

The adoption of digital marketing tactics has never been more important.

We are at a historic moment – This is the MOST amount of time people have EVER spent online. Not being where clients & prospects are spending their time is the biggest mistake you can make right now.

This is the opportune time for you to double down on your marketing efforts and fully embrace a digital communications process. Click play below to learn the nine steps every advisor should take right now.

9 Steps Every Advisor Should Take Right Now Amid COVID-19

Step 1: Update Your Advisor Website and Contact Information

  • Update your contact page: Focus on updating your contact page with information on phone numbers. Secondly, include an email address clients and THEIR FAMILIES can use (An important point: Elderly clients may end up having families contact you if they become ill. Make sure the right info is easy to find). Additionally, if you only have a standard office phone number on your website currently, now is the time to add more contact options so clients can still get a hold of you if you and your employees are working remotely.
  • Homepage call-out: Adding a call out right on your homepage that links to new contact information or a letter/blog post you wrote updating clients is a great way to make sure anyone landing on your site can easily find the most important and up-to-date information. Here are the best website popup services and examples.
  • Blog updates: Adding blog posts to your website with market updates for your clients can be a great way to stay in touch consistently during uncertain times. Consider uploading a letter-style blog post to your site (written by your CEO or leader in the first person).

3 Critical Website Updates to Make In Wake of the Coronavirus

Read more

Step 2: Optimize Your Google My Business Listing

  • Claim listing
  • Update hours and new contact information
  • Add 6+ photos
  • Add a phone number with local area code
  • Add calendar link
  • Ensure consistent NAP data

5 Ways to Completely Optimize Your Google My Business Listing in 2020

Read More

Step 3: Create Content

  • Write one article per week on current events
  • Post on your blog
  • Email to clients and prospects
  • Share on social media

Step 4: Use Video Strategically

  • Record video on your phone
  • Upload to YouTube
  • Share across social media natively
  • Embed in weekly email

How Financial Advisors Can Record Marketing Videos On A Shoestring Budget

Learn More

Step 5: Send Weekly Emails to Clients

  • Summarize “best of the best” news coverage
  • Include articles that are level-headed, rooted in data

Step 6: Send Weekly Emails to Prospects

  • Similar in tone to your emails to clients but with a different CTA (call to action)
  • Include articles that are level-headed, rooted in data

7 Email Marketing Hacks That Work for Financial Advisors

Read More

Step 7: Increase Social Media Posting

  • Post daily
  • Share helpful information – a combination of your thoughts and curated information is best
  • People engage more with highly visual content so include graphs, charts, visual information

Creating A Solid Social Media Strategy: A Guidebook For Financial Advisors

Get the Guide

Step 8: Discover Which Content Resonates

  • Use Google Analytics for your website
  • Look at your social media and email analytics too

Step 9: Discover What People are Searching For

Basics of Google Search Console: A Financial Advisors Guide

Get the Guide

Final Thoughts

The COVID-19 crisis is forcing companies to reevaluate many aspects of their business plans for the foreseeable future and most importantly- to reassess their marketing, communication and growth strategies.

The adoption of digital marketing tactics has never been more important.

We are at a historic moment – this is the MOST amount of time people have EVER spent online. Not being where clients & prospects are spending their time is the biggest mistake you can make right now.

This is the opportune time for you to double down on your marketing efforts and fully embrace a digital communications process.

Struggling With What Content to Share on Social Media or via Email?

We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).

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