Financial Professionals, Do You Make These Mistakes When It Comes to Making A 1st Impression?

Financial Professionals, Do You Make These Mistakes When It Comes to Making A 1st Impression?

Financial Advisors, Do You Make These Mistakes When It Comes to Making A 1st Impression?

It’s not faith in technology, it’s faith in people. –Steve Jobs

Each day, billions upon billions of searches are conducted on Google. With this revolutionary tool, people from all over the globe can access a universe of information in mere seconds.

Knowing this, have you ever considered what comes up when people search for you and/or your business? Does your vision correspond with the results that pop up on the results page?

If you aren’t sure, I suggest Googling your business right now. See what pops up.

Given the reality that billions of queries are submitted every day, it’s foolish to avoid the first impressions, words, and images that people see when they look at you and your business. It is for this very reason that I decided to give my website a “facelift”, so to speak.

In the process of bolstering my website, I learned several valuable hints and strategies that were of great use—but first, I’d like to explore why it’s important for your business to be relevant and up-to-date with their online presence. Here are some of the top reasons that I’ve discovered:

  • Internet users aged 50-64 have risen sharply, from 40 percent in 2010 to 77 percent last year. (Pew Internet). Senior Research Specialist and co-author Mary Madden says, “While seniors are testing the waters, many Baby Boomers are beginning to make a trip to the social media pool part of their daily routine.”

Original Source:

  • People are spending more and more time online—specifically on social media. According to a recent Nielsen study, PC users spend approximately 20 percent of their online time in social networks, while mobile users are even more prolific at 30 percent.
  • Google now gets 100 BILLION searches per month (Search Engine Land). Enough said.
  • 50% of small business owners reported gaining new customers through social media – most notably through Facebook and LinkedIn. (Social Media Examiner)

These stats are only the tip of the iceberg when it comes to conveying the importance of being on having a strong online and social media presence. Given this revolutionizing shift in the way people communicate and businesses market to consumers, it’s time to adapt.

Here is a major factor I considered in the process of overhauling my website:

The A.C.E principle: The A.C.E. principle comes directly from the book “Creating Trust”, co-authored by Matt Zagula & Dan Kennedy. It offers some practical wisdom for creating trust with prospects.

  • Authority: Having authority means that you have a powerful and influential voice in the industry. When you have authority, people care about your opinions and what you say. Think of the first name that comes to mind when you think of advanced IRA planning/knowledge… I’m guessing Ed Slott was towards the top of the list.
  • Celebrity: Your celebrity status may not directly relate to your level of expertise, but it’s still an important element for building trust with prospects. I like to use the example of Suze Orman. If she opened a financial firm in your town today, you’d be faced with fierce competition. Not necessarily because she is more qualified than you (obviously), but because she has celebrity status.
  • Exclusivity: Exclusivity is the idea that you don’t just work with anyone. Think of a high profile plastic surgeon in Beverly Hills. Does the average Jane Doe know about and/or visit them? Probably not.  The element of exclusivity gives your business/services an added layer of credibility and desire.

People buy the “who”, not the “what”. The A.C.E principle corresponds with the idea that people buy the “who”, not the “what”. Just think: you walk into a grocery store looking for a good cereal. Are you more likely to buy Fruit Loops cereal or a generic knock off? While there may be little to no difference in the quality or taste, you’d still probably purchase the name brand because you trust it. The same idea applies to your business. People are interested in the “who”. Knowing this, how can you differentiate yourself from other producers? What do you offer that no other financial professionals can quite match? What values and qualities do you have that make you indispensable? These are all important things to consider while building a remarkable online and social media presence.

Have you applied the A.C.E principle to your online and social media presence? Have you created a “who” for yourself? If you aren’t happy with the story your online presence is telling your prospects about your business, we can help. Here are a few examples from the 100+ custom websites we’ve done for our producers:

If you’d like to explore how to help maximize your online potential by utilizing our in-house ad agency, please contact our team by clicking the link below and submitting your information.

Did I mention that every qualified producer will receive a complimentary copy of the book “Creating Trust” as our gift to better learn how to create “ACE” in your business?

Don’t waste another minute playing guessing games—contact us today!

Positioning yourself as a celebrity is not a substitute for professional credibility, nor should it be viewed as a shortcut for obtaining new clients. Rather, it is a system of branding and marketing designed to help reinforce your credibility and value proposition. Credibility is founded in knowledge and experience.

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