How to Succeed Online: The Ultimate Digital Marketing Checklist for Advisors

1) Be optimized for mobile

Digital traffic on smartphones and tablets has now exceeded desktops. Give your clients a consistent experience no matter what device they are using.

2) Create a great value proposition

Make yourself stand out from the competition by creating a unique value proposition that resonates with your target audience and highlights your key client benefits.

3) Market through Social Media

Get active on Twitter, Facebook, and LinkedIn. Ensure your social newsfeed is visible on your website so your prospects and clients can stay up-to-date. Social media is a perfect way to keep your clients and prospects engaged.

4) Present engaging imagery

The images on your website should resonate with your target audience while representing your brand.  Ensure your photography relates to your audience and reflects who you are.

5) Be dynamic with your website

Websites that are continually updated not only keep visitors coming back, they help make sure your website appears at the top of search results.  Updating your site with newsworthy topics, blogs, and articles show that you are on top of your game.

6) Create polls, events & community outreach

Polls are quick questions on your website designed to get feedback engage your audiences. Posting polls, inviting prospects to events or demonstrating participation in your community not only keeps you in touch but helps you to gain additional insight into their needs.

7) Capture Leads

Every website should have the ability to capture prospect contact information. The goal of your website is to create sales and generate more business. Effective Calls-to-Actions direct visitors to a contact form, a newsletter subscription, webinars or a consultation.

8) Create content

Small businesses that blog get 55% more website visitors, and 126% higher lead growth than non-blogging businesses*. ^. Blogging helps you to connect and engage with prospects and establish yourself as an expert in the industry

*”12 Mind-Blowing Statistics Every Marketer Should Know,”MartaKagan

9) Optimize for Google

Ensuring Google and other search engines can find you is critical to helping prospects find your website. Step one is understanding the target keywords that your audience searches for. Then create content that includes these keywords including Meta tags that tell the search engines what your website is all about.

10) Promote yourself with email and e-newsletters

Email marketing is not only a very inexpensive method of communicating it is also a perfect way to stay “top of mind” with your prospects and clients.