Tag Archives: finance

Make your financial advisor marketing more successful with sales funnel strategy

September 13, 2011

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If you are a financial advisor, watch the video below to discover how to make your marketing more effective using sales funnel strategy.

Once you’re doe the video, click here for more information about sales funnel strategy.

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10 blog posts an accountant or bookkeeper should write

September 9, 2011

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Blogging is a great way for accountants and bookkeepers to build search engine optimized traffic and connect with their target market. If you are an accountant or bookkeeper, here are 10 blog posts that you should write:

  1. Write SEO-friendly content to talk about the town or community you serve. Specifically, consider writing blog posts about the local business owners who work nearby.
  2. Write blog posts about specific aspects of the type of work you do (especially if you specialize in a particularly type of accountancy, for example).
  3. Remember that your clients aren’t just using your services because they don’t want to do their own books. Demonstrate your skills by providing a series of blog posts about how to make more money (i.e. through tax minimization, etc.)
  4. Dispel myths that people frequently have about their finances (i.e. “Business owners can write off everything”).
  5. Write a blog series about ways that people can save money (not just about saving money with the finances that you take care of, but rather about saving money in general).
  6. Write the answers to questions that prospects and clients ask you frequently.
  7. List the costs and risks that someone faces by trying to do their accounting or bookkeeping on their own.
  8. Write a series of blog posts with each post defining and giving examples of finance-related terminology that they might not understand.
  9. If you serve business clients, write about tips to help them make more money.
  10. Chances are, you prospects and clients tend to think of you as a “number cruncher”. (Sorry). Show them your human side by including some blog posts about what you’re doing when you’re not working with a calculator.
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10 blog posts a financial software firm should write

September 4, 2011

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Blogging is a great way for financial software firms to build search engine optimized traffic and connect with their target market. If you are a financial software firm, here are 10 blog posts that you should write:

  1. Write a blog post explaining how you work at the crossroads of finance and tech. In other words, explain how you have expertise in both sectors.
  2. Do a comparison of how your software stacks up against the competition’s software. Don’t just write the blog posts to show how your software is awesome (even if it is). Rather, use the opportunity to highlight how your software is perfect for your target market and your competitors’ software is perfect for their target markets.
  3. Write a series of troubleshooting blog posts. Obviously, you won’t want to highlight any glitches and bugs. But rather, discuss some common fixes to common problems that people encounter when they use your software.
  4. Write case studies of companies who have successfully used your software.
  5. Create video-based demonstrations of your software in action.
  6. Write blog posts that don’t necessarily have anything to do with your software but have everything to do with the financial sector that you’re involved in. (For example, if you sell investing software, write about the stock market; if you sell bookkeeping software, write about bookkeeping tips.
  7. Write blog posts about the trends you see in the software industry (i.e. mobile applications, the cloud, etc.) and how you are handling those trends.
  8. Encourage your users to submit video tutorials and testimonials of how they used your software successfully.
  9. Since users typically aren’t aware of the full potential of your software, write a series of blog posts to describe all of the possible features that are available on your software and all of the possible ways that people can use your software. Help potential and current users to see the full value they can derive from your software.
  10. Write a series of blog posts to show how your software works. You can use these blog posts in your sales presentations and for existing customers as a how-to when they are trying to use your software.
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