Digital Marketing for Accounting, CPA & Financial Firms
Meet your clients where they are: online. From enhancing your social media presence to producing engaging recruiting videos, we can help you engage in meaningful, on-brand ways online. The world of digital marketing includes everything from social media to email marketing campaigns and webinars. The trick is to know which channels are most relevant to your clients, and how you can make the most of them.
Digital marketing can be a quagmire. If you don’t have a plan and a reliable way to execute it, your efforts can easily fall flat. We’ll help you leverage the right platforms for your CPA or financial advisory firm so you can authentically engage with your clients.
For example, your firm may be on LinkedIn, Facebook, or even TikTok, but are you seeing a return from these efforts? Are you optimizing your page or feed and increasing your engagement? Could another platform be more advantageous?
Whether it’s enhancing your firm’s social media presence or developing a full-fledged social campaign, we can help. Our social media marketing experts understand the CPA and financial advisory industries, as well as compliance considerations. We can even manage your firm’s social accounts for you, so you don’t have to worry about follow-through or turnover.
We also help our clients with their firm’s Search Engine Optimization (SEO) and online lead generation strategies. An effective SEO strategy considers your target audience as well as the latest SEO best practices. Because our SEO experts are familiar with the accounting and financial services industries, we can deliver an SEO strategy that positions you to bring in business through internet searches.
When done right, social media marketing can be a powerful way to connect with your prospects and clients. Connect with us to explore how your firm could benefit.
More than simply keyword selection, your SEO strategy will involve optimizing your website’s structure, creating custom content, and monitoring your site’s analytics. If you’re not using SEO to your firm’s advantage, you could be missing out.
When done right, digital marketing can be a powerful way to connect with your prospects and clients. Let us help you determine which digital activities make the most sense for your accounting firm or financial advisory firm.
Blog
How to Measure ROI with your Outsourced Marketing Firm
When you partner with an outsourced marketing firm like Align Marketing Group, you’re investing in your business’s long-term growth and brand development. But how do you measure the return on this investment (ROI), especially when it’s a strategic engagement designed to build a solid marketing infrastructure? You can capture a [...]
Transparency vs Honesty: Building Client Trust
If you're offering financial advice, you know how important it is to build trust with your clients. But here's something that often gets confused—transparency vs honesty in marketing. While they're related, they aren't the same thing. Honesty has become something of a buzzword, frequently used to describe practices that are [...]
Using Client Referrals to Grow Your Financial Advisory Practice
Client referrals have long been the foundation of growth for many financial advisors. In fact, studies show that 75%-80% of a financial advisor’s new clients come from referrals. This statistic underlines the immense value of a robust referral strategy. By taking a proactive approach, you can build a client base [...]