The internet is an amazing place. There are always conversations going on somewhere – how can you become a part of it?
Firstly, you need to make sure that what you contribute is relevant to your audience. It’s important to find the sweet spot between what your clients or potential customers are talking about and where your brand and services intersect with their needs and wants.
The way to ensure this happens is to make sure you’re at every stage of the client journey so you can be part of the dialogue. Particularly for the first two stages of the client journey, awareness and engagement, it’s absolutely crucial to have a presence. Your content will help shape their journey as to whether they end up a client of yours, or go somewhere else.
In the awareness stage, think about the types of dialogue you want to have and where the conversations are happening. Is it on industry blogs or newspaper sites? Then make sure you’re there. You can create your own content that provides value to readers straight away.
How about an FAQ article or flyer on what an adviser actually does? Or perhaps write an article on how to get out of credit card debt. This is the time to leverage your own social media networks so share, share, share!
At the second stage of engagement, potential clients have recognised the need for advice, now it’s up to you to fill that gap. They’re scanning the horizon for the best contender so here’s where you build your brand and credibility.
Ask existing clients for testimonials and recommendations then post on your website and share on your LinkedIn profile. Stand out from the crowd and make it clear what makes you better and different from the rest.
“I have been with Capstone for over three years and have found them refreshing to deal with. They help you become the best version of your business. I can wholeheartedly commend Capstone to any planner.”
Bronson Financial Services
“At a time of industry upheaval, the support of Capstone has been a godsend. Everything they promised they delivered.If you are looking for a new licensee you cannot beat the Capstone service offering."
Canyon Financial Planning
“Capstone Financial Planning should be at the top of your list for a Licensee. Grant and his amazing team give a down to earth and personalised approach to supporting practices.”
“Capstone have some of the highest quality individuals in their team and it’s a pleasure to benefit from their insight and assistance. We really can’t recommend them enough to anyone considering a licensee.”
Strategic Retirement Solutions
“I recommend Capstone to any adviser seeking to 'go out on their own'. They are a fabulous licensee!”
Everalls Wealth Management
“With Capstone I can operate my business free from conflict. They have no in-house products, a flexible APL, and an extensive list of SMA solutions. I recommend Capstone highly.”
“I can highly recommend Capstone for planners seeking an independent licensee that’s not in your face but provide quality support services. Their service and support is second to none and has allowed us to concentrate on providing our clients with a premium level of service.”
“Having been with Capstone for a number of years, one thing that really stands out is their willingness to help and can do attitude. These are qualities we really appreciate.”
“The team at Capstone are all genuinely really good people. They are remarkable with their service culture. They really do care what you think, and they are genuine about our joint success into the longer term.”
Benchmark Financial Planning
“During times of change, it has been reassuring to be with a licensee that regularly engages with advisers and takes feedback seriously.”