Streamline Marketing During Peak Season
- Automate and Analyze for Results: Use an all-in-one marketing platform to manage your website, ads, social media, and reviews from one dashboard—no tab-hopping or guesswork.
- Prioritize What Works: Leverage analytics to see which marketing tactics drive the most engagement and focus only on those channels to save time and increase ROI.
- Master Efficiency in Minutes: With a simple weekly workflow—checking dashboards, scheduling posts, reviewing analytics, and sending automated emails—you can market effectively in just 30 minutes per week.
Other professionals may put that out-of-office reply up early in December as they focus on holiday parties and time off with family, but for financial advisors, the workload increases exponentially. During this season, you are inundated with requests for tax planning appointments, working to meet Q4 deadlines, and preparing for the new year. There’s little time for marketing, yet you know that your financial services business needs to increase its visibility during this peak time.
With the right local marketing automation software, you can reduce your time spent on marketing to just 30 minutes per week, allowing you to boost your visibility while prioritizing your clients. Surefire Local’s all-in-one dashboard and analytics offer the clarity and efficiency you need, helping you focus only on what moves the needle.
Spend Just 30 Minutes Per Week on Marketing With These Time-Saving Tactics
In November and December, you are starting to gear up for one of the busiest times of the year in the financial services sector. You are likely staring at a calendar full of client meetings, year-end filings, and holiday obligations, and you probably aren’t seeing a lot of time available for marketing efforts. In fact, marketing may seem like a disposable extra that you can ignore until life slows down a bit, but in reality, going quiet can put you at risk of missing new opportunities for your business.
Rather than spending endless hours guessing at what marketing strategy might be best during this pivotal time of year, you can invest in a financial services local marketing tool that automates the process for you. By taking advantage of this powerful tool, you can reduce your time spent on marketing to just half an hour per week — and see better results than ever before.
Local marketing software for financial advisors allows you to:
Oversee Your Marketing From an All-in-One Dashboard
The convenient, user-friendly dashboard allows you to view all of your marketing activities in one convenient location. On this dashboard, you have access to your website, online reviews, paid ads, and social media content, allowing you to quickly review progress and monitor activity. No tab switching required — everything is within reach and easy to digest. By checking your dashboard once per day, you can quickly review your marketing progress and move on to more important tasks.
Leverage the Power of Analytics
Data-driven insights are the key to effective online marketing in today’s modern landscape, but as a financial advisor, this may not be your area of expertise. Fortunately, the most effective local marketing tools for small businesses allow you to generate analytics reports and insights, giving you the power to quickly identify top-performing marketing channels and develop campaigns that lead to new customers.
Prioritize Your Most Effective Marketing Tactics
Online marketing can be incredibly overwhelming, particularly for small business owners who do not specialize in developing and implementing marketing campaigns. Rather than trying to develop your own strategies and ultimately guessing at what might work best, you can use your dashboard and analytics tools in order to prioritize the marketing channels and techniques that are delivering the best results for your financial services business. Don’t waste time on tactics that aren’t working — you can focus your efforts on the channels that are delivering results.
Maximize Efficiency With the Leading Financial Services Local Marketing Tool
There are many local marketing platforms to choose from, making it important to find a tool that is designed for financial advisors. Surefire Local offers a marketing platform that was created with the financial services sector in mind, offering you access to the innovative tools that address your specific needs as a financial advisor.
Our local marketing automation software offers key features, such as:
All-in-One Dashboard
If you are trying to tackle marketing on your own — all while managing those year-end tax planning appointments and finalizing the filings for your clients — you may find yourself switching tabs, guessing at the best channels to use, and developing a haphazard, time-consuming strategy that fails to yield results.
One of the biggest advantages of choosing a local marketing software for financial advisors is that this tool provides you with an all-in-one dashboard that will give you an at-a-glance look at your online presence. With a single login, you can manage all of your campaigns all while reviewing website traffic, updated data and analytics, social media engagement, and paid advertisement results.
You only need to spend five minutes per day reviewing this dashboard, and then you can move on from marketing for the day. No longer will you have to worry that you are spending precious hours on marketing guesswork — instead, you can put your clients first and achieve a better sense of work-life balance in your own life.
Analytics Insight
Analytics provide the foundation for any digital marketing strategy, but small business owners often have a hard time leveraging the power of analytics and using the insights to their advantage. Local marketing automation software can provide you with expert analytics reports and data-driven insights that easily translate into action, allowing you to make targeted decisions for your financial services organization. Offering clear, easy-to-read reporting, the Surefire Local Marketing Platform allows you to maximize your ROI on your marketing efforts.
Content Scheduling
Social media marketing is a powerful component of any digital marketing plan, but creating and posting content can be overwhelming for financial advisors who have more important tasks to tackle. Our local marketing platform allows you to utilize one simple calendar to draft, schedule, and publish social posts across multiple platforms. You no longer have to worry about adding to your Instagram manually or drafting Facebook posts on a daily basis. In fact, we recommend that you use the slower months leading up to November and December to schedule your social content well in advance of the hectic holiday season.
Efficiency Impact
Creating a clear, consistent marketing strategy is required for any business, including small businesses in the financial services sector. However, maximizing efficiency can be difficult, particularly for busy advisors who are juggling the needs of their clients at the end of the year. With our financial services local marketing tool, advisors can log in once per week, evaluate their marketing strategy, see what is working best, and make adjustments if necessary. It reduces the amount of time spent on marketing to just minutes per week, while still allowing you to achieve your desired results.
What Your Marketing Workflow Could Look Like With the Right Platform
This is what your marketing workflow could look like each week if you invest in the right financial services local marketing tool:
- Monday — Log into your dashboard, and check your top three sources for traffic and referrals. Spend less than five minutes deciding on a direction for your marketing efforts this week.
- Tuesday — Schedule one social post. For the end of the year, create a holiday-themed post, give tips for preparing for the upcoming tax season ahead, or offer a reminder about year-end to-dos. Spend five minutes on your social media strategy, and move on for the day.
- Wednesday — Send a review request to some of your most recent clients to generate online testimonials that can be added to your website or promoted on social media. Spend less than five minutes, and enjoy some of the most valuable content in return.
- Thursday — Run an analytics report in order to see how your website and your paid social ads are performing. Spend about 10 minutes reviewing the results and fine-tuning your existing marketing campaigns.
- Friday — Schedule an automated email reminding your customers about what’s happening at your firm in November and December. The best email marketing platforms for small businesses allow you to quickly schedule automated emails in less than five minutes.
With just 30 minutes of focused action, you can enjoy tailored results that increase visibility and drive customers to your financial services firm. It’s better to spend half an hour of your time on targeted action than three hours on scattered guesswork. It’s the end of the year, and you have clients to take care of and the holidays to celebrate.
Enjoy a Fresh Start Before the New Year With Our Local Marketing Software for Financial Advisors
Marketing is a necessity for any small business specializing in financial services, particularly during the year-end rush, but it doesn’t have to be a burden. By investing in the most effective local marketing tools for small businesses, you can streamline your marketing workflow to about 30 minutes per week while enjoying exceptional, targeted results.
The Surefire Local Marketing Platform offers the key features you need to understand your audience, develop a strategic marketing campaign, and automate your marketing tasks. Schedule your demo today.
