Right or wrong, advisors looking to grow their businesses need to have an online presence. More importantly, they need to have the right online presence.
The Kredible Process
In helping advisors build an optimal online presence, Kredible follows a disciplined and proven process.
It starts by analyzing the advisor’s current online presence and looking at what’s favorable and where improvements can be made. Once that’s completed, the process works like this:
Lift – During this phase, Kredible provides a step-by-step process for advisors to build their online profiles and their online credibility.
Engage – Kredible empowers advisors to share their firm’s intellectual capital and thought leadership, as well as curating other content across social media channels. This helps advisors engage with their current clients as well as prospects.
KredCard – In this phase, Kredible provides advisors with a personalized web page that highlights what makes them unique in a fashion that’s been proven to be what prospects want to see when searching for an advisor online.
Related: Why You Should Focus on Risk, Not Reward
What Have You Got to Lose?
Frankly, a lot. Whether you use Kredible via our Advisor Services platform or some other similar firm or service, financial advisors today must have a strong online profile that reflects their value proposition for prospects to evaluate. While prospects will likely not choose an advisor solely by what they see online, they may never contact an advisor with a subpar online footprint. That’s a shame for both the advisor and the prospective client who might be missing out on a great relationship.
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