Marketing Software for Financial Professionals
Success as a financial advisor goes beyond just managing your clients’ assets well. In addition to offering sound investment strategies, you juggle a lot -- managing client expectations, staying on top of market information, synthesizing mountains of data, and being emotionally available as clients make difficult decisions. With so many hats to wear, one of the biggest challenges financial planners face is staying in contact with clients. As an investment adviser, you may find it easy to prepare financial plans, assess risk tolerance, and manage diversified portfolios. But, if you’re always focused on managing stocks, bonds, ETFs & mutual funds, who’s managing your ongoing communication with your clients? Having regular client touch points is essential for building trust and credibility, whether market conditions are favorable or not. Contact is also crucial for keeping your brand top-of-mind to grow your referral network. While having a solid email marketing and social media strategy is vital to retain current relationships and build new ones, finding the time to manage your marketing might feel impossible.