Embracing social marketing, strengthening its brand and enhancing its website has reaped rewards for adviser firm Financial Affairs, Laurence O’Connor has said.
The Greater Manchester-based firm’s managing director said it had been keen to keep pace with the times and embrace new channels to increase its visibility and promote its services.
“Our website is a signpost, setting out who we are and what we do. We value the personal approach, and in a digital age a user-friendly site can help keep us in touch with clients,” he said.
As well as developing a social media presence, the firm has also revamped its marketing material and added a blog. Staff have also used Skype to have meetings with clients.
“First impressions count,” Mr O’Connor said.
Paul Holiday, financial adviser at Norwich-based GreenSky Wealth, said: “If you do not buy in to social marketing you risk being left behind, especially if you want to tap into the younger generation. It is an easy way to get information out there quickly and interact with clients, as well as potential ones. It also drives traffic to your website. We also use it to advertise a job, saving us from using a recruitment company – which IFAs should look at as it will save the firm a lot of money.”
Philip Calvert, founder of IFA networking portal LifeTalk, said: “From Facebook to Twitter and from YouTube to LinkedIn, social media has become a powerful tool to enhance the modern adviser’s visibility.
“Whether to manage your identity or to attract profitable new clients, today’s post-RDR adviser recognises that his website alone is no longer the be-all and end-all of his internet presence.”
