Advisorsavvy Pro

Chances are, while you’re good with finances, advertising is not your forte. And in today’s world, digital is king. Therefore, it is vital that you are where potential clients are looking for you.

For many Canadians, managing everyday finances can be a big puzzle. Sure, we know we need to save for a rainy day and for retirement. We know managing debt is important, and a credit rating can make or break whether we get a loan. And for a good many of us, financial knowledge ends there. This, however, is where financial advisors pick up the baton. Is becoming an advisor and helping other Canadians meet their financial goals of high interest to you (no pun intended)? To become an advisor in Canada, you actually don’t need a Master’s degree in Finance or Business. You do, however, need a certain level of understanding and knowledge of investments, insurance, and financial management. Ultimately, you’ll likely need to pursue certification courses and register with a regulatory body. This primer will give you a better idea of the steps you need to take to work as an advisor in Canada. What is a financial advisor?

At HeyAdvisor, we help financial advisors connect with their clients by providing high-quality visually appealing digital content. Whether you are sending content by email or posting to social media platforms, it’s key that your content is engaging. Not only will this help you attract the right type of clients, it will also help you add value to your current client relationships. Here are the top 10 elements you need to keep in mind for content engagement. 1. Relevance to Your Audience The easiest way to get your audience to engage with your content is to provide relevant content they are actually interested in. In order to do this, you first need to know who your audience is. Ask yourself, “what age or stage in life is the majority of your audience?” For example, if your audience is in their 30s, they are most likely starting families or purchasing their first home. Posting content relevant to these topics will help drive

There are many reasons why building a niche practice can be beneficial. For starters, enabling a more meaningful service using targeted communications creates deeper client engagement.

Referrals from satisfied clients can be a key building block for a financial advisor’s business. But do they just happen organically? And if so, is that enough to expand your business? Research shows the answer is no.

Although advisors may be providing the same type of investment and planning advice, the way they communicate and support clients are changing. Julie notes that financial advisors need to be intentional about what and how they communicate.

Almost two-thirds of Canadians don’t use financial planners (65%), mainly because they feel their portfolios are too small, finds a survey from the Financial Planning Standards Council. That reason was cited by half of respondents without planners.