Building a thriving client base is essential for the success of any Independent Financial Adviser. Digital marketing is a powerful tool in your arsenal, but while the internet can connect your business to the wider world, focusing on local prospects online can be a real game changer.
By targeting prospects in your local community, you can connect with clients who are right on your doorstep and who, down the road, can also be a great source of local referrals to help build your clientele. This is a simple guide to help you kick off and refine your local marketing activity – including local SEO, techniques to improve your search engine visibility to local searchers – and to attract clients in your immediate area.
In today’s digital world, your website will be the first impression you have on many potential clients. Your site has to be more than just a digital brochure. It is an opportunity to engage with and attract local clients using the language they will be using in Google Search.
Let’s take a look at some of the steps you can take to optimise your online presence.
Using location-specific keywords throughout your website’s content will make it easier for people using those keywords in Google Search and other search engines to find your site.
For example, if you are based in Manchester, phrases like “Financial Adviser Manchester” should be included in your content – they will certainly be included in many prospects’ searches.
You can also create content for your site around these kinds of local keywords. For instance, if you provide estate planning services in Birmingham, you might write a blog post titled “Top Estate Planning Tips for Birmingham Residents.”
You can also consider adding a blog or news section with content relevant to your local area. Discuss local financial news, events, or regulations that affect your local clients and prospects. For example, write about changes in local tax laws or highlight financial events in your city. This not only provides valuable information but also helps you rank for local search terms, improving your SEO.
If you serve multiple areas, you can create individual pages for each location. For example, you might have separate landing pages for “Financial Planning in Newcastle” and “Investment Advice in Leeds.” This approach helps with local SEO but also provides tailored information that will resonate with potential clients in different areas.
Build relationships with local businesses and organisations to gain backlinks from local websites. For instance, if you collaborate with a local real estate agency, exchange links on their site. This can boost your website’s authority and improve your local search rankings.
Ensure your website is mobile-friendly. Many local searches are done on mobile devices, so a responsive design helps provide a better user experience and can improve your search rankings. For example, ensure that your contact information is easily accessible and clickable on mobile devices.
Including an interactive map showing your office location (or locations) makes it simpler for local clients to find you. For instance, you can use Google Maps to create a map embedded on your contact page. It is a small touch, but it helps enhance your site’s local search rankings and improves the user experience.
Your Google Business Profile is a free tool provided by Google that allows you to manage how your business appears in local search results and on Google Maps. It includes essential information such as your business name, address, phone number, and operating hours. By keeping this profile up-to-date and fully optimised, you enhance your business’s visibility to local clients searching for your services.
Ensure that your business listing on Google is claimed and verified. This establishes your credibility and improves your chances of appearing in local search results. For instance, if your office is in Cardiff, your Google Business Profile should accurately reflect this to attract clients searching for “Independent Financial Adviser Cardiff.”
You can request and verify your Google Business Profile here.
Make sure your address, phone number and business hours are always accurate. If you change your office hours to accommodate clients during evenings or weekends, for example, update this information promptly to avoid client frustration.
Positive reviews can greatly enhance your reputation online. Encourage satisfied clients to leave feedback and make sure to respond to reviews. If a client appreciates your help with retirement planning, for instance, ask them to share their positive experience on your Google Business Profile. This kind of interaction builds trust and shows that you value client input, an important aspect of Financial Adviser marketing.
Take advantage of Google’s post feature to share updates, promotions or events directly on your Google Business Profile. For example, if you are hosting a free seminar on investment strategies (we will come back to this later) you can use Google Posts to promote it. This keeps your listing fresh and engaging and helps attract local searchers.
If you are using paid advertising online, geo-targeting is a method used to reach people based on their specific geographical location. To implement geo-targeting effectively, you start by defining your target area – whether it is a city, town, or even a specific postcode. Many ad services offer geo-targeting, including Google Ads and most social media channels.
You can learn more about geo-targeting with Google Ads here.
Engaging with your community through local events and organisations can significantly enhance your local visibility and build valuable relationships. Active participation helps you connect with potential clients on a personal level. Here is how you can get involved and make an impact.
Social media also plays a crucial role. Share updates about local events, workshops, or financial insights to connect with potential clients. Collaborating with local influencers or bloggers to co-host events or contribute to their content can further extend your reach and credibility.
Joining local business groups or chambers of commerce opens up networking opportunities and can lead to valuable referrals. Additionally, sponsoring local events or sports teams demonstrates your commitment to the community and enhances your reputation.
Offering free seminars on topics like “Retirement Planning for Local Professionals” or “Property Investment in [Your City]” provides immediate value and showcases your expertise. Follow up with attendees to nurture relationships and explore potential client opportunities.
Focusing on local marketing strategies can greatly enhance your client base and strengthen your presence in your community. By optimising your online presence, using local SEO and geo-targeted ads, and actively participating in local events, you can attract and retain clients from your local area. Implement these strategies to build a robust local client base and drive your business growth. Remember, effective finance website SEO and targeted Independent Financial Adviser marketing are key to your success.
Join ValidPath, the network for Independent Financial Advisers