The Digital Marketing Guide For Accountants & Financial Advisors

Get the full picture. BOMA’s guide tells you everything accountants and financial advisors need to know about digital marketing with easy explanations, tips and simple steps to follow.

What's it all about?

Marketing is the process of building awareness of your accounting or financial firm’s products and services amongst current and potential clients and persuading them to choose your firm over your competitors.

But marketing has changed. The ever increasing connectivity created by the internet has resulted in Digital Marketing – an entirely new way to to showcase your offer and grow your business. The good news is that digital marketing has actually made it easier and cheaper than ever to reach out to prospects and engage with your existing clients. Digital marketing is more targeted, more measurable and more interactive than traditional methods. The bad news is that if you’re not taking advantage then you’re at risk of being left behind.

We’ve written this guide for both accountants and financial advisors whether they are first-time marketers or more experienced marketers who want to understand and brush up on their digital marketing knowledge. Each chapter covers the fundamentals of digital marketing and gives you easy steps and straightforward tips to apply in your firm.

What's Inside

1. Brand – The foundational idea that underlies your business and can set you apart from your competition in the long haul

2. Website – The importance of an effective website and best practice

3. Search Engine Optimisation (SEO) – How to optimise your website to increase online visibility

4. Advertising on Google Search – What and how Google works plus campaign best practice

5. Content Marketing – How to grow your brand and reach

6. Education Marketing – Educate your existing and future clients

7. Email Marketing –  Advice on how to connect with, convert and retain clients

8. Social Media – The new Word of Mouth and the power of networking online

9. Analytics & ROI – How to navigate the numbers and calculate your return on investment

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Why do you need my email address?

This ebook is a downloadable pdf, so we’ll send it to your email address. We will always keep your personal information safe and we will not share it with any other company. From time to time we can let you know about other guides and information relating to digital marketing. You can read more about our Privacy Policy.

Is this guide really free?
Yes. Our mission at BOMA is to take the complexity out of digital marketing. You can find more information and useful guides in our Marketing Resources library.

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