{"id":45194,"date":"2022-03-23T07:00:11","date_gmt":"2022-03-23T14:00:11","guid":{"rendered":"https:\/\/insights.fmgsuite.com\/?p=45194"},"modified":"2023-07-26T12:10:08","modified_gmt":"2023-07-26T19:10:08","slug":"5-ways-to-surprise-and-delight-your-clients-in-advisor-marketing","status":"publish","type":"post","link":"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/5-ways-to-surprise-and-delight-your-clients-in-advisor-marketing\/","title":{"rendered":"5 Ways to Surprise and Delight Your Clients in Advisor Marketing"},"content":{"rendered":"

Client needs are always changing, and it’s the job of their financial advisor to make sure those needs are met and exceeded. Most businesses will see to it that their needs are met but never truly try to exceed or surprise them (the clients). That’s where the idea of surprise and delight comes into play. Surprise and Delight<\/a> is an advisor marketing approach that works to attract and nurture customers by enhancing their interactions and offering them unexpected rewards.<\/p>\n

There are many different ways to surprise and delight. Read on for new ideas and inspirations to aid you in coming up with your own.\u00a0 Find something that changes how you interact with clients for the better.<\/p>\n

1. Always Share Your Content<\/h2>\n

You know you need high-quality content on your website. But what can surprise and delight your clients is how you use that content. Don’t let it just stick around for SEO! Share it on social media and email to garner attention and become a solution to financial troubles.<\/p>\n

And by sharing your strategies on a consistent basis, you can garner even more traffic to your website, impacting your other marketing strategies.\u00a0Not only will this encourage site visitors to sign up for your financial advising email newsletters, but it will also increase the chances that they contact you to become a client.<\/p>\n

2. Let Them Talk to Their Local Financial Advisor (That’s You)<\/h2>\n

Consumers tend to have an idea of what they’re looking for. If they’re hungry, they find a restaurant. If they need help with their finances, they get a financial advisor. But there’s a gap between what they do know and what they don’t know. This is where connecting and contacting an advisor comes into play. Financial advisors usually have contact pages<\/a> on their site where a client can get email addresses, phone numbers, and sometimes faxes. They then use this to get in contact with an advisor, but what if it was easier and faster?<\/p>\n

To surprise and delight, try adding a built-in calendar of when clients can meet with you. The calendar can allow them to schedule right then and there, with no waiting on email replies or playing phone tag. Clients will love the ease of use and speediness of appointment setting. No hassle, no problem.<\/p>\n

\"Calendar<\/a><\/p>\n

3. Personalize Their Financial Advisory Services<\/h2>\n

When picking or sticking with a financial advisor, customers use a “What is it doing for me” attitude. Breaking down the service provided into how it’s helping them. Personalizing their services is an amazing way to delight them. The goal is to make them feel like they’re an important part of your business and not just another client. Adding that personal touch could make their day and elevate their service to the next level. Try out some of these tips<\/a> to personalize services:<\/p>\n