How to gain people’s trust as a financial service provider?

By Firdavs Hodiev

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     As a financial advisory or wealth management firm it’s frustrating to get people to trust you with their hard-earned money. Especially today the financial services market is very crowded and these individuals get quite choosy when it comes to hiring a financial advisor or wealth manager.

 

     Now in this situation, the key question that you should ask yourself is, “How can I make sure that people see my company, not my competitors, and at the same time provide them a sense of TRUST?”

          • Yes, the answer to this question is effective Financial Services Marketing.

     Before building trust, you have to be able to put your company in front of people and let them know that you exist. This will enable you to make yourself stand out compared to your competitors and cancel out the whole noise from the market. The best way to cancel out that noise is to take the Pay Per Click or Organic approach.

 

     Pay Per Click will allow you to instantly generate traffic and leads coming into your business. However, you have to be very careful with the platform that you choose to run a PPC campaign because you don’t want to spend money on the platform where your ideal clients don’t exist. For example, if you provide financial advising for businesses you should not run ads on Instagram because a lot of businesses are active on LinkedIn or Facebook platforms. So, using these platforms is the smartest option because you will have higher chances of acquiring your ideal clients.

 

     The organic approach to bringing your company in front of people is by optimizing search engines. In this method, you won’t be able to generate instant leads because it will require at least 3-6 months of constant fights against the market to rank yourself in the 1st pages of search engines. You have to understand that you are not the only financial firm that is trying to get to the 1st pages but also your competitors. By constantly creating content and testing which ones are resonating with your audience and which ones are not will help you to get closer to your ideal clients. Even if you reach the 1st page you have to keep working on contents to remain on those pages. The key to this method is consistency and testing.

 

     After putting yourself in front of an individual you have to be able to gain their trust. The way to gain this trust is by demonstrating your knowledge and providing them a free value. (Before you say “It’s another guy who’s talking about providing value…” I need you to understand that VALUE what makes people reach out to you and learn more because they have seen part of your knowledge.)

 

     Sure, you may be confused in the ways of providing value and I want to share with you a number of the ways of providing value:

          1. E-books or PDF files with tips on how to manage your money throughout the week/month/year.

          2. Video or Webinars on the current market condition and how to adjust to it.

          3. Visual Presentation

 

     These are some of the ways you can provide value to people that come across your business and break the wall to give them a sense of trust.

     
     At the end of the day, marketing in the Financial Industry does work, and it’s very helpful for your audience because you’re cutting out all the noise for them and presenting a real message with value instead of pitching your services.

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Company

About

Who We Help

Contact

Blog

Case Studies

Services

SEO

PPC

Facebook Ads

Web Design

Landing Pages

Social Media Marketing

Content Marketing

Directory Listings

© 2020 Alphavise. All Rights Reserved Privacy Policy | Terms & Conditions

Company

About

Who We Help

Contact

Blog

Case Studies

Services

SEO

PPC

Facebook Ads

Web Design

Landing Pages

Social Media Marketing

Content Marketing

Directory Listings

© 2020 Alphavise. All Rights Reserved Privacy Policy | Terms & Conditions