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Digital financial advice – Stay connected

On more than one occasion we have pointed out the importance of staying connected with your client. But what are the digital marketing Do’s and Don’ts for financial advisers, especially in the time of the COVID-19 pandemic?

“Connecting is easy to do when you’re meeting with them face-to-face, but how do you translate this process from in-person to online?” Kalli Fedusenko explains in an insightful article where she shares a list of digital marketing guidelines to help you do just that.

Here are some of her Do’s:

1. Regularly Meet with Clients
In times of crisis and economic uncertainty, it’s important to regularly connect with clients. Let them know what you’re doing and how you can help them.
2. Address the Problems Your Clients and Prospects Face
Make sure you’re addressing the problems your target audience is facing.
3. Keep Advice Short and Easy to Understand
Everywhere you look, there is more information and updates on COVID-19. Avoid overwhelming your audience by keeping your messages short and staying away from industry jargon
4. Address the Economy and What to Expect
Provide helpful insight by summarising market commentaries or providing your own. Remind clients how you have prepared their accounts for fluctuations and help set their expectations.

Remember, you can only address your client’s concerns if you know what they are. Don’t guess, or think on their behalf. Ask them.

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