The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. Gary Vaynerchuk with tips on delivering on “hooks,” prioritizing YouTube thumbnails, considering Instagram’s green screen feature, and experimenting with content format [YouTube Short]: “Dustin and I were talking about on our trip this week, ‘Do we need the hook from the thumbnail to be delivered on in the first 2 or 3 or 4 seconds?’ We really believe we do. If my hook says ’30-to-40-year-olds you should be thinking about LinkedIn’ and if my opening line is like ‘Before we get into that…’ In 2 seconds you may lose that audience.”…
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What’s Trending for New Financial Planners (December 2023)
“What’s Trending for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. 3 steps to take before the end of the year to hit the ground running in 2024 [Video]: What ALL Advisors Should Get Done In December [Penny Phillips, Practice Management With Penny] If the idea of setting new business targets for another year feels a bit uninspiring, an alternate question to consider asking [Article]: “I’m very much in the musing/brainstorming part of the process. For inspiration, I’ve asked several colleagues what excites them as they look forward to 2024 in their business. And…
