If traditional marketing is about going out and finding potential clients, inbound marketing is about creating ways for potential clients to find you. Use this presentation to find out exactly what to do to draw prospects to your financial planning practice.

1. Inbound Marketing
for the Financial Advisor

2. Inbound marketing refers to a concentrated
effort to disseminate valuable information
to a niche group of prospects, usually by
digital means, and by so doing attract them
as clients. If traditional marketing is about
going out and finding potential clients,
inbound marketing is about creating ways
for potential clients to find you.
What is inbound marketing?

3. So… what does that actually mean?
A marketing strategy that focuses on
getting found by customers
Earning the interest of visitors and
customers rather than buying it
Focused on drawing your clients attention
toward your company
Creating quality content that pulls people
toward your company and product, where
they naturally want to be.
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4. How does inbound marketing work?
There are four steps
to inbound marketing

5. Step 1: Find Me
You step into your clients space and invite»

6. Step 1: Find Me
You step into your clients space and invite
Connecting on social media
- Facebook, Twitter and LinkedIn
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7. Step 1: Find Me
You step into your clients space and invite
Connecting on social media
- Facebook, Twitter and LinkedIn
Become an address collector
- Social situations, website forms, and on calls
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8. Step 1: Find Me
You step into your clients space and invite
Connecting on social media
- Facebook, Twitter and LinkedIn
Become an address collector
- Social situations, website forms, and on calls
Customers find you via search engines
- Update google places and website with keywords
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9. Step 2: Learn From Me
Entertain and educate
with content that helps
prospects understand
your core values

10. Step 2: Learn From Me
Consistently refresh website content»

11. Step 2: Learn From Me
Consistently refresh website content
Blog posts
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12. Step 2: Learn From Me
Consistently refresh website content
Blog posts
Email newsletters
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13. Step 2: Learn From Me
Consistently refresh website content
Blog posts
Email newsletters
Valuable social posts with personality
- Reflect your special interests, local
events, and community service
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14. Step 3: Talk to Me
Get a two way
conversation going

15. Step 3: Talk to Me
“Contact Me” form on website»

16. Step 3: Talk to Me
“Contact Me” form on website
Ability to comment on social posts
- Adjust privacy limitations on social pages
to allow conversation (*if compliance allows)
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17. Step 3: Talk to Me
“Contact Me” form on website
Ability to comment on social posts
- Adjust privacy limitations on social pages
to allow conversation (*if compliance allows)
Join LinkedIn discussion groups and invite clients
to do the same
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18. Step 3: Talk to Me
“Contact Me” form on website
Ability to comment on social posts
- Adjust privacy limitations on social pages
to allow conversation (*if compliance allows)
Join LinkedIn discussion groups and invite clients
to do the same
Visible links to social profiles
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19. Step 4: Trust Me
Clients now become
your most valuable
marketing resource

20. Step 4: Trust Me
Client Invests»

21. Step 4: Trust Me
Client Invests
Content builds clients trust in expertise
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22. Step 4: Trust Me
Client Invests
Content builds clients trust in expertise
Client knows how to contact me 24/7
- Mobile app, website form, and
social pages
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23. Step 4: Trust Me
Client Invests
Content builds clients trust in expertise
Client knows how to contact me 24/7
- Mobile app, website form, and
social pages
Client refers friend
- Social shares, email shares, and
word of mouth
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24. Amazing marketing. Simplified.
fmgsuite.com
@fmgsuite