When people engage with you, be they existing clients, new clients or just potential clients, they will want to know more about you. So they will Google you, check you out and compare feedback. They expect you to exist online. If you don’t have an online profile, then you don’t exist, and you will immediately lose credibility.
Maintaining client interaction online is important and keeping your online profile up to date is vital to your perceived credibility as a financial adviser – what you are seen to be doing and what others say about you is what matters. You need testimonials, feedback, recommendations, ratings, pictures, blogs, news content, guidance and advice examples. These are all ‘assets’ to your business and of greater value than any yellow pages adverts or local newspaper marketing.
The best way to connect with more people is to first connect online with your existing clients. Every client should have a login to value their investments, to provide projections to their pension savings, to access additional information and most importantly to know you are there looking after their best interests 24/7.
If you have this facility and just one client made a single recommendation about your service on their Facebook page, then their connections will see that recommendation. If one in ten of those ‘like’ it, all of their connections will see it, and so on.
So get a profile, get your clients to use their online client web portal and get your clients to recommend your service. If your technology does not provide clients with a good enough online service for valuations, projections and the ability to save more, then consider a change.
Focused Website
You don’t need a ridiculously expensive internet site, but it must be up to date and interactive. Your clients should be able to follow the progress of their savings and investments against their given target, and this is best achieved through a client ‘web portal.’ Online provision is the usual these days, and in five years time, there will be very few paper valuations issued.
While many investment platforms provide online access, users are quite often taken away from your own web page to achieve this. Equally, why have a selection of logins for a variety of providers when one single client web portal could provide a valuation for many vendors – a web page that has a client login, which provides a direct connection with you and your client’s investments.
Give your clients the ability to log in twenty-four hours a day to obtain current valuations. Although it is actually self-service, it is expected and should be part of your ongoing client support facility.
How you benefit from joining Truly Independent
When you join Truly Independent you will be added to our client facing website www.trulyifa.co.uk free of charge. Here potential clients are able to find you based on location and can then get in touch using the contact form provided. Your page is a great chance to sell yourself to potential clients. You can discuss your background and the different services you can provide them. We are constantly pushing to draw in new clients to our website with regular content being posted. The more people that visit our website, the more likely our advisers are to generate new business. 2021 saw us continue to grow the website with over 50,000 visitors which is a 43% increase from 2020.
You may decide that simply being part of our website is not enough, and that you would prefer to have your very own website as opposed to a single page on ours. This is also where you can benefit from joining Truly Independent, as new advisers can take advantage of the offer we provide them. We can build you your very own personalised website for a one-off fee of £300. This offer is valid for 3 months after your induction, after this time the price goes back to £500. Even at £500 you would be saving a large amount of money, as the price for building a sophisticated website with interactive features can easily run into the thousands. By taking advantage of joining Truly Independent you are taking all the elements of risk away that comes with building a business website with the goal of generating leads. There is a flat fee set out to you from the get-go and you know how the website will look, perform and the features it will contain.
If you are interested in taking advantage of the website offerings we can provide, or perhaps just want some further information, then book a discovery session and take the first step to becoming a Truly Independent Financial Adviser by clicking here
