What Advisors Getting 11+ New Clients per Year Have in Common

What do advisors who are getting 11 or more clients per year just from digital marketing have in common?

I'm Samantha Russell, and today I want to share with you some results from a survey that we did where we looked at over 215 advisors and what the results they're getting from their digital marketing and share those results with you. So, we asked these 215 advisors a series of questions about their firm: what they're doing in terms of marketing and how many clients they're getting, how many leads, how qualified those leads are, all the good stuff. Then we asked them for their website URL, and we went and looked at each of their websites and did an assessment of our own. And here is what we found.

So number one, the advisors who are getting 11 or more leads per year from their digital marketing have a calendar link right on their website. It seems almost too good to be true, but if you want more people to book on your calendar, you need to make it easy for them to do so.

Number two, their website and their blog were SEO friendly. It was very easy to find them online, and they were optimized for search.

Number three, they were updating their website at least twice a month with original content pertinent to their audience.

Number four, the language was written in a problem-solution format. What is the problem that clients like yours have, and what are the solutions that you provide to those problems? It wasn't written as "our firm does this" and "we've been in business this long," where it's business-centric. It's customer-centric copywriting.

Number five, they're likely to incorporate video both on the homepage of their website as well as within blog posts, and have a YouTube channel so that people who are checking them out for the first time can get a real sense of their personalities, hear their voice, and be able to build rapport and make connection with them beyond just reading words on a page.

And the last thing was that over 50% of them had a "as seen on" section or "as featured in" section on their website where they included logos to CNBC, The Wall Street Journal, other publications that consumers are familiar with and that lend expertise and credibility.

If you want to see the full results of the survey we did, I will link to it below here. But keep these points in mind, these six points in mind, and I'll also link to a full blog post that we have on how you can make sure that your website and your digital marketing are taking care of all six of these factors. I'm Samantha Russell from Twenty Over Ten and make sure you subscribe to our YouTube channel if you want more tips just like this every week. Thanks.

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