How To Start A Personal Finance Business – What if we could cost you less than $10,000 to start a successful financial planning business? In the past, money was the most important thing to successfully start your business. But times have changed – your startup’s digital presence is as important as the capital behind it. Today, digital marketing is do or die.
When building your business model and plan, it’s important to be aware of these digital marketing tips and tools. Clients will expect to find information quickly and easily about your advisory firm online, so it’s important to complete some of these steps as quickly as possible.
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How To Start A Personal Finance Business
Before you start using these tools, you must define your goal. If starting your own firm is something you seriously want to do, start by defining a niche. Who do you want to serve? What is their pain point? What are you doing to make your firm stand out from the rest? What services are you going to offer? Starting your own successful personal finance business certainly won’t happen overnight, but understanding these aspects can lay a strong foundation for your firm and marketing efforts. Any successful brand starts by answering these questions to define a niche and embeds these answers in every part of its digital presence.
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After you’ve nailed down your company name, it’s time for the logo. Have you ever realized that you are able to instantly recognize a business by looking at their logo, even if their name is not part of the logo? A logo is extremely important because it sums up your firm’s goals in one sign—it’s like the face of your company. It’s the first image that potential customers will associate with your services, so it needs to capture your values and goals in a nutshell.
At Twenty Over Ten, we offer logo design services a la carte or as part of a larger bundle. After all, a logo is a long-lasting and effective part of your consulting firm, so you should consider handing it over to a professional. It’s a small initial investment that will follow your firm forever.
Click through the slideshow below to see Twenty Over Ten’s recent logo work for financial advisors.
Deciding which financial advisor to trust and work with certainly takes research and planning, it’s not an easy choice but it’s crucial that potential clients find your firm online. Having a website helps attract new clients to your consulting firm, builds a reputable image for your business, and builds trust between you and potential clients. Aside from initially attracting leads, having a website opens you up to a whole new world of digital opportunity that can bring in new business, such as ging.
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1. DIY: The first option is to build your own. Although you may not have any web development experience, there are many options for easy-to-use website platforms. And we’d be remiss if we didn’t mention Twenty Over Ten’s self-build option. By starting with one of our handcrafted frameworks you can easily personalize your site to match your unique brand. With no setup fees and a free 14-day trial, why not give it your best shot and get your hands dirty?!
2. Work with a professional: Make your website really stand out from the crowd by leveraging a design expert. We have specifically designed the Twenty Over Ten platform with both users and builders in mind. Not only will you build a site you love in no time, but customers will be blown away by how professional it looks. Our intuitive CMS (Content Management System) gives you the tools to manage your website autonomously like a pro. It’s easy to use, user-friendly and packed with powerful features for beginners and experts alike! We offer two different design tracks based on your needs and budget: basic design and custom design.
If you decide to go the professional route, we also offer a variety of web design packages to choose from. You can choose from web and logo design to SEO and copywriting assistance. Getting professional help can help streamline the experience, ensure you’ve hit all the bases, and take some of the weight off your shoulders when you’re trying to get all your ducks in a row when setting up a new firm.
No matter how you build it, a website is one of the most important pieces in the early stages of your firm and will continue to be an integral part of your success. It is the foundation of your digital presence and can make or break your online performance. Below, Twenty Over Ten Client RX Wealth Advisors attract their niche of doctors through a well-crafted site. If you are looking for a consulting firm, we bet you will be very impressed!
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That’s a huge captive audience, which means effective social media marketing can give you access to a huge number of new prospects. Additionally, 71% of consumers who have had a positive experience with a brand on social media are likely to recommend the brand to their friends and family. And the best part is…it won’t cost your firm a dime! Score!
We recommend you start with at least the big three – Facebook, Twitter, and LinkedIn. Having a consistent, cohesive presence on these platforms gives you access to new clients and industry leaders, builds a trusted reputation for your firm, and humanizes your business. You want to come across as professional, authentic and trustworthy, so you should spend a lot of time perfecting your profiles and keeping them up-to-date.
Set up all your profiles with your logo, company name, and relevant information about your consulting firm. When potential clients are looking at your social profiles, they want to know who you serve, what your services are, where you are located, and how they can contact you. Make sure you write a professional, detailed business description and fill out every inch of your profile. You can use your website copy as inspiration to make sure your voice is consistent!
Once you set up your profiles, you need to stick to a posting routine. You can share reputable third-party content, your own original content, company updates, and more. Whatever you’re posting, it’s important to be present on these platforms and engage as much as you can. For more information on what to post and when, see this article. And while we don’t have time to go into the nitty-gritty details of social media marketing, start with these basic tips:
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In addition to setting up perfect profiles and maintaining a strong, engaging presence, as a financial advisor you should also have social networking software. We recommend Arkovi, Archive Social, and Smarsh. Social media collection software is designed to empower your organization to engage in a wide range of social media channels. From Tweets to LinkedIn inbox messages, it’s easy to access, review, and produce your content on demand — and according to regulatory compliance guidelines.
You have many options when setting up a social media presence for your financial planning business. Which one is going to give you the best impression and how do you get started? We can help!
Whether you’re planning a monthly newsletter or using it to promote a piece of original content, email marketing is a great way to convince clients to commit to your consulting firm. A well-planned email marketing campaign is a great way to drip prospects into your pipeline who might not be ready to take the leap. By collecting a list of subscribers through landing pages on your website, you can remind potential clients about your firm who found your website online.
Starting your own can give you a great foundation for email marketing campaigns. Writing a few a month can build your leadership and reputation in the industry, demonstrate your value to potential clients, and give you plenty of content to share on social media and in your email newsletter. Not to mention, it does wonders for your search engine rankings and SEO efforts down the line.
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Before you start implementing any email marketing campaigns, you need to select an email service provider (ESP). At Twenty Over Ten, we’re big fans of Mailchimp. Its wide variety and large number of free email templates make it incredibly easy to match your email marketing with your existing brand. The Twenty Over Ten platform offers automatic integrations with third-party ESPs like AWeber, Constant Contact and MailChimp so now visitors can sign up directly on your site and be automatically added to mailing lists!
While the above steps help you lock in important relationships, maintaining client satisfaction is critical as a financial advisor. Your job does a lot to make their financial lives easier and, in this competitive field, you need every advantage you can get. That’s why your CRM software is such an important choice! CRM software provides the ability to segment your customers at multiple levels and
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