Growth 360º

Reach New Clients Through Your Community Presence

Use this guide to assist in reaching new clients and engaging with existing clients through your community presence.

Engage with Purpose Building Personal Connections in Community Guiding Visitors in the Right Direction Ongoing Adjustments Help Drive Growth Making Your Website Search-Engine Friendly Success and Growth Three Keys to Maintaining an Amazing Website

Engage with Purpose

When was the last time you and your team joined together around a cause, served the community or just congratulated a local team on a successful season? Having a community presence is about engaging with the people in your community and being deliberate about serving your neighbors. Community presence comes in many forms including talking to people on social media, volunteering at local events, making charitable contributions or having relationships with people who align with your values.

A strong focus on community engagement can be a key driver to growth in the overall success of a company. Companies often uphold the four p’s as part of their business strategy – product, price, placement and promotion. A successful company also considers a fifth p: purpose. Without purpose, often found within your local community, you may overlook an important opportunity to grow your business and strengthen your team by positively impacting your community as a whole.

Allowing yourself and your team to focus on making an impact within the community is a tremendous way to give your employees something of great purpose and value, outside of the office.

For your presence to be meaningful and valuable to your community, you must take action and demonstrate that you really care about your commitment to a community. Talk is cheap, but your actions can speak volumes.

50%
Half of employees believe their employer should connect them with opportunities for charitable engagement.¹

Building Personal Connections in Community

Along with fulfilling a higher purpose, establishing your community presence is a powerful way to create a client base that trusts you. With all the busyness that comes with growing a company and serving clients well, companies often forget about engaging with their local community base. Community presence not only helps you engage with people in your community, but helps build a strong foundation your business and your team can grow on. A larger presence in the community dramatically increases your firm’s positive brand influence and strengthens awareness for you and your team in the community.

If you are looking for more ways to get involved, or you’re looking for another community to be a part of, here are a few simple ideas:

City Government
Local Sports Teams
Your Neighborhood
Religious Organizations
Volunteering

Guiding Visitors in the Right Direction

Your website should be designed and built to guide your visitors to the most important elements first. Most visitors to financial firm websites will visit the team page, so have a link in the navigation and in a prominent space on the homepage. A good website will blend what visitors want with what the firm wants them to know.

Key Website Goals
  • Build credibility with good team photos and profiles
  • Share your philosophy and approach to investing
  • Showcase your firm as a thought leader with an automated or custom blog
  • Help people access their money with prominent links to client login areas
  • Educate with resources like calculators or videos
  • Gather leads with tools like Riskalyze to grow your business
Consider Having These Pages
  • About Us
  • Team
  • Our Approach
  • Services
  • Contact
  • Resource Center
  • Client logins
  • Blog
Company Must-Haves
  • Your team bios
  • Core values
  • Mission statement
  • About your company

Ongoing Adjustments Help Drive Growth

There is certainly an initial and ongoing time investment when running a healthy website. Creating all the copy, finding the right design and updating the website can take time.

Website Automation
Through MarketingCentral, you can find customizable content and resources to enhance your website beyond basic company information. Find resources like:
  • Blog posts
  • Presentations
  • Infographics
  • Web articles
  • White papers
Regular Website Maintenance
  • Ensure images and text are loading quickly
  • Update relevant information
  • Fix broken pages
  • Add any pages you think are missing
  • Make improvements based on visitor feedback

Take the Next Step with Your Website

Download our simple website guide with three levels of expertise laid out so you can take a step by step approach to growth on your website.

Making Your Website Search-Engine Friendly

Make sure your potential clients can find your company and your website through search engine optimization (SEO). By following best practices and creating custom content, you can capture your audience’s attention and create a more successful website.

Follow Best Practices
When you’re setting up your website or making regular updates to the copy and pages, consider SEO.
SEO strategies can help you rank higher on search engine result pages and therefore help new people find your business.
  • Make sure your site is indexable by Google
  • Your site must have a sitemap
  • Make sure your URL starts with HTTPS
  • Use properly sized images under 300kb
Create Original Content
There’s no one quite like you and no business that offers exactly what your business offers. We recommend that your website reflect that, as well. With original messaging and custom website content, your clients and people who visit your website can get a clear picture of who you are as a business and as a team.
A few examples of this original messaging could include company newsletters, employee spotlights or articles written by you. These types of articles and blogs can also help you set your website apart from the competition and help you rank on search engines.

Success and Growth

The metrics and measurements of a successful website will depend on your company and your needs. What’s most important to you?

Defining Success
Having a successful website is about helping your clients gain more information, whether that’s about your services or your company overall.
Success may look like:
  • Positive client feedback
  • Increased website traffic
  • More leads turning to clients
  • Company growth
Gathering Leads
Having successful growth from your website is about being able to convert visitors into leads. One of the key tools in the MarketingCentral program is Riskalyze. Website visitors are given a view of their risk profiles in exchange for their private information. Webinars and events are another great way to gather leads from your site. A healthy website should collect 1-3% of the traffic into leads that can be contacted for new business. Knowing your numbers is key.

Three Keys to Maintaining an Amazing Website

When it comes to websites, most people get hung up on the look and feel. The look and feel are important, but below are three core ideas that will help keep your website exceptional and relevant.

Update Your Website
Keep your website copy updated and relevant using your own content and the information available in MarketingCentral. Include high-quality employee photos where appropriate.
Use CTAs to Drive Next Steps
Use calls to action to get visitors to take the action you desire. Use more descriptive language than simply “Click Here” and “Learn More.”
Keep Navigation Simple
Your website should have no more than 4 to 7 items in your main menu. Even as you update your website, carefully curate the content you think is the most important.

A Few Digital Marketing Compliance Safeguards

Staying compliant is vital to protect you and your company’s reputation. Take care to avoid language in your emails that sounds promissory or misleading. Use clear, accessible language in every email. These quick steps can help you establish a system of checks within your firm.

5 Simple Steps to Safeguard Your Firm

  1. Learn about the risks: talk with your legal or compliance department. Review Cetera’s social media policies and take the Social Media training course in the SmartWorks Learning Center.
  2. Get clear guidelines on how and where you should use specific language. What kind of language do you need to avoid? What disclosures are needed and where should they appear?
  3. Establish guidelines for reviewing materials and set up approval hierarchies. Make sure your whole team is aware of these protocols.
  4. Verify your digital marketing content has all the required disclosures.
  5. Whether it’s you personally, your compliance officer or a trusted vendor, make sure that someone is watching for errors and the correct changes are made before the content goes public.

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