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How to promote yourself as an expert financial adviser – marketing for financial advisers

Home | Marketing for Financial Advisers | How to promote yourself as an expert financial adviser – marketing for financial advisers

27 Mar 2019

How to promote yourself as an expert financial adviser – marketing for financial advisers

by Rachel Staggs | in Marketing for Financial Advisers
How to promote yourself as an expert financial adviser – marketing for financial advisers

Most advisers that I meet with charge a premium for their service; and a much deserved fee it is. Other advisers ask how they can justify such high fees. When you are seen as an expert in your field [and you can deliver on that!], people will pay a premium.

So how do you position yourself as an expert? I won’t kid you it does take time and planning but the tactical ideas I share below work and the best thing about them is that they don’t cost the earth!

My advice is if you would like to be known as an expert in your chosen area of specialisation work through this list and identify 2 or 3 ideas which you can implement. Tackling all 13 would be crazy but know that each of them works you just need to decide which ones you can practically undertake.

In no particular order:

1. Testimonials to support the fact that you are an expert.
2. Case studies to demonstrate the typical results you achieve for people.
3. Blog posts to share your ideas and thoughts.
4. Guest posts and articles to share even more value and demonstrate who you know and mix with.
5. Videos of how to and tips and up to date relevant information.
6. Speaking engagements to your ideal client to educate them about their problems [remember they want but you know what they need!].
7. Slideshare to visually demonstrate your capabilities and areas of strengths.
8. White papers to provide thought leadership and knowledge.
9. Podcasts to cut through to those that like to listen to information.
10. Research papers to raise your profile and demonstrate your understanding.
11. eBooks that are quick and easy to read about a range of topics relating to your ideal client.
12. Webinars that can be recorded and watched later.
13. Educational based marketing activities to educate your ideal clients about their potential problems and how they should consider fixing them.

For more information about the above ideas and how SRSCC can help you and your advice business, contact me directly, rachel@srscc.com.au

Tagged adviser marketing, client communication, financial adviser marketing, financial planner marketing, financial services markeing, marketing for financial advisers, rachel staggs

About Rachel Staggs

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TESTIMONIAL

Rachel has been working with us for some months and I commend her highly to any advice based business seeking to develop a comprehensive marketing plan. Whilst supportive and professional she knows when to call us to account and keep the process on task. She has developed a comprehensive manual and marketing plan for our business which we are both impressed with and excited about implementing. Rachel will continue to consult with us as we take this journey.
Gil Gordon / RI Lower Hunter & Newcastle
We recently engaged with Rachel to 'sharpen up' our marketing collateral and help communicate our unique value proposition to clients. We found Rachel to be knowledgeable, professional and results focused.
Chris Kozaris / Executive Director of Morgans Financial Brighton

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Rachel has a very personable manner about her which is very refreshing. I have found Rachel to be very approachable and she has integrated her expertise into our business, it is just like having a specialist marketing manager in house. I would highly recommend Rachel within the Financial Services industry as she understands what it takes to succeed in this very niche industry.
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