As a financial advisor, you may be competing for new clients with hundreds of thousands of your peers spread out throughout the entire United States.   With the increase of virtual meetings brought on by the pandemic, clients and potential clients are no longer tied to their geographic location when it comes to choosing their financial advisor. You need to stand out more now than you have had to in the past.  These tips to cut through the noise may help as you are planning out your next financial education workshop.

1)    New Topics

If you notice that your workshop attendance seems to be dwindling, try switching up your workshop topic.  If you typically educate on taxes in retirement but the market seems to be saturated with other advisors doing that same topic, try reaching a different audience. You can use much of the same information you always have used to educate on retirement plans, estate planning, or even financial planning for retirement travel.  Take the knowledge and resources you already have and turn that information into a unique, unsaturated topic.

2)    Success Zones

If switching up your workshop topic does not fit into your marketing plan, try expanding your marketing reach. As stated earlier, clients are no longer tied to their geographic location when searching for a financial advisor.  The same can be said for financial advisors searching for new clients.  With Success Zones, White Glove’s proprietary technology that locates unsaturated “hotspots,” you are able pinpoint locations that have a shortage of financial advisors, or areas that need more financial education on the topic you educate on. With webinar options and virtual meetings, you can cut through the noise of other financial advisors in your area and head straight to your target audience in any state that you are licensed in.

3)    Reputation

Many clients worry about trusting their money to a stranger, but they will trust an advisor who has been seen on TV or has proven their expertise through book publications or panels.  While writing a book or being the next star panelist on cable TV may not be in your future, there are ways to attach your workshop with a financial celebrity name.  White Glove just announced their partnership with Ed Slott, author of “The New Retirement Savings Time Bomb,” and is offering a new topic of the same name. Many potential clients will feel more at ease knowing that you are familiar with the teachings of a financial celebrity, and may be more inclined to give you their business.

If you are looking for new ideas to expand your reach and cut through the noise, White Glove may be the solution for your marketing needs. Reach out to an Executive Marketing Consultant by phone (844) 949-9497 or visit our website for more information.

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