How to market yourself as an expert equity release adviser

Knowing how to market yourself in the later life lending industry can be difficult. There are numerous paths you can explore, from social media to printed materials, and it can feel overwhelming to develop a cohesive strategy.

Marketing doesn’t have to be complicated. Think of it as a great way to help you confidently network with peers and showcase what you have to offer to clients.

Here, we’ll guide you through the different marketing strategies you can begin to implement today, as well as how we at Royal London Equity Release can offer you support.

Email marketing

Over 4 billion people use email worldwide, with it being one of the easiest and most accessible forms of direct communication. It has the potential to provide so much value to you and your business.

One of the main benefits to email marketing is that it is arguably more cost-effective compared to other forms of marketing, often having a higher return on investment. It’ll come as no surprise that you should implement regular email updates or newsletters into your marketing strategy.

Make sure that when you are using emails for marketing that you are following the relevant guidelines. For example, please consider GDPR and ensure you obtain permissions to contact your client base.

Print marketing

Print materials are essential for putting yourself out there in front of clients.

Even though digital materials are important, print materials are equally so. Some clients might not have access to digital resources, so physical copies can be useful and provide further accessibility.

By speaking with our Business Development Team, you can get support with designing print materials (for example posters and flyers) to help you grow your business.

Social media marketing

Over the last decade, the use of social media has become a major player in adviser marketing.

With people from all generations using various platforms on the daily, it quickly became a great place for businesses to put themselves out there directly- Facebook has over 3 billion users and may be better suited to reaching customers while LinkedIn has over 1 billion members worldwide and can be an excellent platform for building professional relationships.

A crucial tip for marketing on socials is to be consistent and relevant. You don’t need to post 3 times a day on 1000s of topics. Instead, streamline your content, making it manageable and engaging. You could even create a calendar of activity for the next 3 months, to ensure you deliver key information to your target audience.

Clear content

One aspect that must be consistent across these different strategies and platforms is making your content clear and accessible. It’s much easier if you are conscious of this before and embed it within your strategy.

Some ways you can do this are:

• Having both physical and digital copies of information.
• Creating documents with larger fonts.
• Using clear, understandable language- no complicated jargon.

By ensuring your content is clear and can be understood by all, you can ensure that you aren’t losing out on potential business and are making your clients feel supported and understood.

Registering with Royal London Equity Release

Register with us now to access our full product range, talk to our Business Development Team, and unlock exclusive marketing resources, allowing you to take your business to the next level.