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“Crushing it in Face-to-Face Sales but Feeling Lost Online? Here’s Why Most Advisors Are Struggling” 

November 3, 2024

**”The Moment It All Clicked: Why Most Advisors Struggle with Online Presence”**

A few weeks ago, I found myself in a conversation with a benefits adviser.

Let’s call him John.

John had been in the business for over 15 years, absolutely crushing it in terms of face-to-face connections. But like a switch flipping, he said something that hit me hard:

_”I can build relationships in person, no problem… but when it comes to online presence? I feel completely lost.”_

And you know what? John’s not alone.

I hear this time and time again from advisers, brokers, and business owners. You’re the experts in your field—building relationships, managing client needs, handling renewals. But when it comes to building your *digital* presence?

Crickets. 😬

It’s not about a lack of effort or hard work. Most of you are simply wrestling with *how* to take these skills online. And in a world where digital-first business strategies are crucial, that gap can feel like a chasm.

### Here’s the thing:

You don’t need to become a master marketer overnight. But you *do* need a system that amplifies what you already do best.

Here are a few common areas where advisers fall short online (and how we’re helping to tackle these barriers at YourFunnelSuite):

1. **“I don’t have a brand or website.”**
– You’d be shocked how many advisers operate without an online hub. It’s essential. Think of your website as your digital storefront, even if you’re not selling products directly. It’s where people go to learn more about *you* before they ever pick up the phone. At YourFunnelSuite, we help simplify this by providing quick-start website services that reflect who you are and what you stand for.

2. **“I’m not on LinkedIn, or I’ve tried, but it’s just not working.”**
– LinkedIn isn’t just a resume site anymore. It’s where relationships happen. We work with clients to *optimize* their profiles so they’re not just there, but actively nurturing relationships. Pro tip: It’s not about posting every day—it’s about sparking meaningful conversations.

3. **“My email list isn’t responding. I feel like I’m yelling into the void.”**
– If you’re sending emails into the abyss and not getting responses… it’s likely your messaging. People ignore emails when they feel impersonal or salesy. We help you craft *human* emails that connect. No more yelling into the void, just real conversations with people already on your list.

4. **“I don’t really have a streamlined digital strategy. I’m just kind of winging it.”**
– Let’s be real for a second. There’s so much noise online. If you don’t have a clear strategy in place, it’s easy to get lost. We guide brokers to develop not just a plan, but *the right* plan—one that works with their strengths, time, and business model.

John and I revamped his online presence in the span of a month.

We didn’t reinvent the wheel. We simply laid down the groundwork and put in place a system to do the heavy lifting for him. One that works while he’s off doing what he does best—building real, human relationships.

I’m seeing more and more advisers realize it isn’t about fancy tricks or shiny tactics. It all comes down to being personal, clear, and consistent—exactly the skillset most advisers already have in spades.

But the truth is, if you want your business to grow in this new, digital-first world, you *have* to be visible where your future clients are.

Because here’s the reality: Potential clients are Googling you. They want to know more about *you* before any conversation even happens.

The question is, are you meeting them where it matters?

If you’re unsure where to start or how to take that next step, reach out. *This is exactly what I and the team at YourFunnelSuite do every day.*

Let’s chat. We’ll help you build an online presence that doesn’t just exist, but generates results.

Drop me a message here or visit us at [YourFunnelSuite.com](link). Let’s turn that “lost” feeling into a confident, strategic plan.

Looking forward to hearing your story.

— Poch

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