about us.
our vision
Revolutionizing financial advisors' online presence.
Revolutionizing financial advisors’ online presence to build trust before the first handshake. As professionals working in capital markets, we have had the benefit of interacting with thousands of advisors over our careers.
The one common theme we found is the fact their marketing strategies are stuck in the past. Most of them just “Work their book” hoping for referrals.
Research shows about half of all new prospects say they’ve eliminated an advisor from consideration based on what they did or didn’t find out about them online.
Yet many advisors have little to no online presence.
Advisors are already busy, we get it.
That’s why our goal is to aid them in creating a unique online presence without having to spend hours a day on social media.
71% of consumers who have had a positive interaction with a brand on social media are likely to advocate for it.
That is why we believe a strong online brand can help you develop trust with potential clients even before they step into your office.
who we are
Genuine understanding of the financial advisory.
At Finnect, our foundation is built upon a deep-seated knowledge and genuine understanding of the financial advisory landscape, honed from our extensive backgrounds as business development managers.
Through direct interactions with thousands of advisors, we’ve developed a keen insight into the unique challenges and nuances of this profession. Our approach is rooted in empathy and experience, guiding us to create solutions that are not just effective but truly resonate with the needs and aspirations of financial professionals.
We stand committed to fostering a culture of credibility and trust, aiming to empower advisors with the tools and strategies needed for success in a digital-centric world. Our ethos is grounded in collaboration and shared growth, ensuring that we work alongside you as partners in navigating the digital transformation of the wealth management sector.
frequently asked questions
Positive interactions on social media are like word-of-mouth in the digital realm. They not only increase the likelihood of recommendations but also lay the foundation for trust and loyalty. This digital rapport can influence a potential client’s decision-making process, often swaying them in your favor before they even meet you.
SEO, or Search Engine Optimization, is the key to being found online by potential clients actively seeking financial advice. It ensures that your expertise surfaces at the crucial moment someone searches for financial guidance. Effective SEO strategies place your services in front of the right audience, significantly increasing your visibility and potential for engagement.
Success can be measured through a combination of engagement metrics, website traffic, and, most importantly, new client inquiries directly attributed to online activities. Tools and analytics platforms provide insights into how your content performs, the growth of your online community, and the return on investment of your digital efforts, allowing for strategic adjustments to maximize effectiveness.