Bloom MKTG

Waiting too long to follow up on cold outreach means missed opportunities and dried-up leads. ?? We get it—life gets busy. That’s why our platform automates follow-ups for financial advisors, so no lead slips through the cracks. Grow your practice effortlessly—let the automation handle the follow-ups while you focus on building relationships. ???? #FinancialAdvisors #ColdOutreach #Automation #FollowUp #Growth

Reality: I deliver toys once a year. LinkedIn: I optimize global supply chains for maximum joy. We’ve all met someone who turns "basic tasks" into "corporate masterpieces" on LinkedIn. But what about YOU? Here’s the thing: Your skills and impact are bigger than you think—you just need to tell the right story. Take Santa, for example: Reality: Kris Kringle delivers toys once a year. LinkedIn: Global Chief of Holiday Logistics | Naughty/Nice Data Analytics | Stakeholder Engagement The lesson? Positioning is everything. It’s not about inflating your skills. It’s about showcasing your true impact in a way that resonates. Here’s how you can create your own LinkedIn glow-up: 1. Reframe your role: Focus on outcomes, not job descriptions. 2. Highlight your value: What problem do you solve? 3. Inject personality: People connect with humans, not robots. Santa doesn’t just “give gifts”—he manages a multinational, cross-functional operation with a 100% satisfaction rate. Credit: Stevo Jokic

As financial advisors, understanding your clients' unique needs is not just a best practice—it's essential. ?? Your audience is made up of individuals with diverse goals, challenges, and priorities that shift over time. A one-size-fits-all approach simply doesn't work. Consider these examples: ?? Young professionals: They're likely more focused on buying their first home, paying off student loans, or building an emergency fund than planning for retirement decades away. ?? Parents with kids: Their financial goals may include growing college savings while balancing retirement plans and day-to-day family expenses. ?? Executives in their 50s: They may prioritize tax efficiency, wealth preservation, and legacy planning as they approach their peak earning years. ?? Knowing your target market’s pain points and goals allows you to position yourself as the advisor who truly gets them. At Bloom MKTG, we help financial advisors refine their outreach to speak directly to their ideal clients. From pinpointing messaging for tech execs to connecting with educators, our strategies empower advisors to build genuine, lasting connections that lead to results. ?? Pro tip: Take time to research and segment your audience. Start conversations that address their goals, not just generic financial advice. The more specific and empathetic your approach, the more impactful your results will be. #FinancialAdvisors #ClientEngagement #PersonalizedOutreach #FinancialPlanning

Have you ever wondered why some outreach messages make an impact, while others fall flat? The key is understanding who you’re talking to. ?? Here’s how Bloom MKTG's Client Persona Development can help financial advisors stand out: Personalized Messaging ?? – Each client has unique financial goals—whether it’s retirement planning, wealth growth, or legacy building. Knowing this helps you tailor your message to directly address their priorities. Focused Targeting ?? – Breaking down your audience into distinct personas allows you to create targeted campaigns for each client type, so your outreach goes to the right people with the right message. Stronger Client Relationships ?? – By speaking directly to your client’s unique challenges and aspirations, you build trust and credibility from the very first conversation. Know your clients better, and watch your outreach resonate like never before. ? Want to learn how to develop effective client personas? Comment below or message us for insights on crafting client-centered outreach that works! ?? #FinancialAdvisors #ClientOutreach #PersonaDevelopment #PersonalizedMarketing #RelationshipBuilding #WealthManagement #FinancialPlanning

?? Spooky Outreach Mistakes ?? Mistake #1: Ghosting Potential Clients ?? Bloom MKTG keeps you in touch with prospects at the perfect intervals, so you stay top of mind without the fear of ghosting anyone. Mistake #2: Frighteningly Long Messages ?? With our system, you can send clear, concise messages that are more likely to engage and interest, rather than scare away. Mistake #3: Jump-Scaring with the Hard Sell ?? Our automation warms up conversations with personalized, value-focused outreach, making prospects feel at ease and ready to engage. Mistake #4: Casting a Wide, Unfocused Net ?? Bloom MKTG allows you to segment and target specific, high-quality prospects, so every message feels personal and relevant—no wasted effort, just meaningful connections.

?? "An investor may state they are comfortable with taking risk, but when presented with a complex product they don’t fully understand, they may perceive that product as riskier than it objectively is." -Dan Solin Understanding the root of your clients' concerns and providing clear, unbiased education allows them to make informed decisions with confidence. ?? How do you approach conversations about risk with your clients? Share some advice in the comments below! ? https://lnkd.in/gs42jQhW

Familiarity Drives Trust: 60-70% of consumers are more likely to buy from a brand they recognize. ?? Boost your cold outreach by consistently sharing valuable content on social media. Stay top of mind with prospects and let your firm's expertise shine ? - because the more they see you, the more they trust you. ?? #marketing4advisors #financialadvisor

A confused mind always says no! ?? When reaching out to prospects, make sure your message is clear and easy to understand. Simplicity leads to trust—and trust leads to new clients! Keep it crisp, keep it clear, and watch your pipeline grow. ?? #advisormarketing #financialadvisor

?? Fall is here, and it's the perfect time to streamline your marketing efforts! Our client advisors are saving an average of 27.3 hours per week by automating their cold outreach, freeing up time for what really matters — building client relationships. With year-end financial reviews and tax planning season approaching, automation ensures you’re always in front of potential clients when they need you most. #Automation #FinancialAdvisors

Financial advisors, your clients are looking to you for guidance approaching this unpredictable Q4. What concerns and uncertainties are you hearing from clients lately? ?? Let us know in the comments below! ?? #Q4Planning #FinancialAdvisor