Experiments in Advisor Marketing How to Create Content and Convert Prospects (Without Being Pushy)
May 22, 2025
Join Ben Galloway, a certified financial planner at Greenspring Advisors aiming to triple his firm's AUM, as he shares insights on effective marketing strategies. He discusses how to refine messaging to stand out online and convert prospects authentically, emphasizing client engagement without pressure. Galloway also highlights the importance of defining an ideal client demographic and embracing authenticity, especially as an LGBTQ advisor, to resonate with clients and differentiate in a competitive market.
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Respectful Follow-Up with Prospects
- When prospects are interested but not acting, establishing respectful boundaries in follow-up communication is crucial.
- Use clear, non-pushy language that signals your willingness to step back until they decide.
Narrow Your Ideal Client Niche
- Clearly define your ideal client niche to better address their pain points and improve conversion.
- Avoid mixing multiple broad target groups; instead, focus on a refined audience for more effective marketing.
Create Problem-Solving Content
- Ensure your marketing content directly solves your ideal client's actual problems and pain points.
- Balance clever, entertaining content with practical information addressing client challenges.