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Category: Digital · 4 min read

3 Ways to Adopt a Mobile Strategy

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on April 9, 2019

author profile photo

on April 9, 2019

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We are now mobile. Mobile devices (phones, tablets) constantly demand our attention, whether we’re at work or at home. Even though the smartphone has been around for a while, the mobile device takeover really started with the iPhone, which made smartphones cool and the latest must-have. Now, they are deeply integrated into our businesses and personal lives. In fact, more people use the Internet on their mobile devices than they do on their desktop.1 For people ages 50 to 70, 71 percent visit websites and surf the internet on their tablets, and 64 percent visit websites on their smartphone, according to AARP research.2 

So, it’s smart for businesses to consider how they can appeal to our mobile device-minded culture. For instance, do you have a mobile presence? How does your website look on a mobile device?  

We’ll tackle that and more below. 


1. Mobile-Optimize Your Website  

Pull up your website on your phone or tablet. How does it look? If your site isn’t mobile optimized, it usually is difficult to navigate or see the full site on a smaller screen. For instance, you may have to scroll or drag the screen to the left or the right to read the text on your website or navigate to another page. Usually, sites that aren’t mobile-optimized aren’t zoomed in on a mobile device, making them difficult to see. A mobile-optimized website will be tailored specifically to your mobile device’s screen, and usually looks a little different than your normal website.  

These days, in order to keep visitors on your page, you need a site that works with mobile devices. According to a recent Adobe survey, 75 percent of people said that content displaying well on their device is the most important characteristic when it comes to generating a positive experience.3 To solve for this, work with another organization that can help you optimize it for mobile devices, and ensure that it works seamlessly. If you’re using a website template from a company like WordPress, see if there’s a mobile option with your template. If there’s not, you may want to select a different template that offers a mobile-friendly design option. 

You can also try Google’s free mobile-friendly website test. Just plug in your website URL and hit “Run Test.” 


2. Mobile-Optimize Your Work 

A growing workplace trend is the ability to work remotely, logging in wherever and whenever. Upwork, a freelance organization, reported that 62 percent of HR managers are implementing flexible workforce policies because of recent talent shortages.4 What about you? Can you send emails and manage your calendar from your mobile device? Can you work remotely, like from your home? There may come a time when you need to do both, especially if bad weather or other crises occur, or you have to travel.  

So, be prepared. This may mean using file-sharing programs, like Microsoft OneDrive, Google Drive, or Dropbox, so you can access your files from your phone or tablet. You can also use an email app (like Microsoft Outlook or Gmail) on your mobile device to access your work email. Whatever it may be, it doesn’t hurt to be able to work remotely from your mobile device, just in case.  


3. Mobile-Optimize Your Marketing 

Now, let’s switch gears and talk about marketing on mobile devices. People use their phones to connect to social media all the time, so having a social media presence is key. Once you have a social media page, an effective way to market yourself is to place ads on social media, like Instagram, Facebook, or Google. Each app has its own way for you to purchase ads through them, and they all require you to create a business account on their platform. This can help get your brand out there and build awareness about your services.  

This may also mean sending emails or posting on social media. If you do that, you want to test them on mobile devices, as well. How do they look? Do they still make sense? Email platforms (like Salesforce, HubSpot, and MailChimp) have mobile-friendly email templates that you can use and send. If you post on social media, you’ll want to make sure you have a solid social media profile in place, so that if someone clicks on your name from the ad, they are taken to your social media page that’s full of helpful information and quality posts.  

If mobile-optimizing your business isn’t an exciting prospect, and you’d prefer to focus on serving your clients, take a look at Brokers International’s digital services to help your website, emails, and social media campaigns be mobile-friendly. To start, give us a call or check out our Digital Builder tools



1. Statcounter. “Desktop vs Mobile vs Tablet Market Share Worldwide – January 2019.” GlobalStats. Web.  

2. Anderson, G. Oscar. “Technology Use and Attitudes among Mid-Life and Older Americans.” AARP Research. Dec. 2017. Web.    

3. Adobe. “2018 Adobe Consumer Content Survey.” Feb. 6, 2018. Web.  

4. Upwork. “Future Workforce HR Report.” 2018. Web.  


For Financial Professional use only, not for use with the general public. #19-0178-032820 

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Written By

Ross Kalber

Chief Information & Operations Officer

Ross Kalber is the CIO/COO of Brokers Financial. With more than 25 years of experience working for companies like The Weather Channel and GamePlan Financial Marketing, Ross is focused on emerging technologies, cybersecurity, AI, and leveraging technology to help businesses achieve their fullest potential.

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