Retargeting and Remarketing Campaigns

Financial advisors should consider retargeting because it can help them reconnect with potential clients who have already shown interest in their services but may not have taken action to schedule a meeting. Many times, prospects visit a financial advisor’s website, engage with the content, and then leave without scheduling a meeting. Retargeting allows financial advisors to follow up with these prospects and remind them of the value they could receive by working with the advisor.

Retargeting also helps to increase brand awareness and build trust with potential clients. By displaying relevant ads to prospects after they have engaged with the advisor’s website, retargeting can keep the advisor’s brand at the forefront of their mind, making it more likely that they will take action and schedule a meeting in the future.

Retargeting can also be more cost-effective than other forms of advertising. By targeting only people who have already shown an interest in the financial advisor’s services, retargeting can help to ensure that advertising dollars are spent on reaching the most qualified prospects.

Retargeting and remarketing are powerful tools for financial advisors to get more leads. Here’s how they can use them:

Create retargeting campaigns on Google and Facebook: Financial advisors can use platforms such as Google AdWords and Facebook Ads to create retargeting campaigns that display ads to people who have previously interacted with their website.

Segment your audience: Retargeting campaigns can be segmented based on various criteria such as website pages visited, products viewed, and time spent on site. By segmenting your audience, you can create personalized ads that are more relevant to their interests.

Use dynamic ads: Financial advisors can use dynamic ads to show personalized ads that are specific to each individual’s previous interactions with the website. For example, if someone has previously shown interest in a specific financial product, the ad can show that product specifically.

Use email remarketing: Financial advisors can use email remarketing to target people who have previously shown interest in their services by sending them emails with relevant content, special offers, and calls-to-action.

Measure your success: Finally, it’s important to track the performance of retargeting and remarketing campaigns using metrics such as click-through rates, conversion rates, and cost-per-conversion. This will help financial advisors determine what’s working and what needs to be improved.

By using these strategies, financial advisors can increase their chances of getting more leads and conversions. However, it’s important to keep in mind that retargeting and remarketing are just part of a comprehensive marketing strategy, and they should be combined with other tactics such as content marketing, search engine optimization, and social media marketing to maximize results.