The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. Publishing Reminder: As I mentioned last month, I am pausing publishing over the summer. (I need to prioritize a few other projects for at least the next few months.) Thank you again for your understanding. While social media marketing can offer enormous upside, there are a handful of mistakes financial advisors often make. Samantha Russell covers seven common mistakes, helpful best practices, and much more [Video]: “Anybody here, if I asked you, ‘What was your best-performing social media post of all-time?’, most of you will probably tell me that it was…
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New Advisor Marketing Inside Out (April 2024)
The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. Publishing Note: After next month’s edition of “Inside Out,” I am going to pause publishing over the summer. (I need to prioritize a few other projects for at least the next few months.) Thank you for your understanding! Taylor Schulte with advice for new advisors looking to publish their first piece of content, what wins in SEO today, the tools he uses to validate highly searched blog post ideas, and more [Podcast]: “This is scary and hard to do, but you’ve got to just put it out there and kind of…
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New Advisor Marketing Inside Out (March 2024)
The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. ICYMI, Michael Kitces lays out the marketing data points to track (with free downloadable templates) along with 7 key performance indicators to improve your business development efforts [Article] “Growth is a struggle for most financial advisors, especially those who are newer to the profession (or at least newer to running their own practice) and have to get their own clients for the first time. There are so many different marketing tactics, and ways that advisors can spend their time prospecting, and different approaches to the sales process, that it’s hard to know where…
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New Advisor Marketing Inside Out (February 2024)
The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. Highlights from Snappy Kraken’s “State Of Digital 2024” report covering how to attract an audience including 5 lead-generation topics that perform the best, leveraging long-tail keywords, and more [Podcast: Part 1 & Part 2]: [Sofia]: “I’ve seen so many advisor websites performing or not performing based on this. An advisor comes to us and says ‘I work with women,’ for example. Okay, I say ‘What type of women?’What are they interested in?’ You start to figure out what type of investment opportunities they’re pursuing with their clients. ‘Are they women-owned businesses…
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New Advisor Marketing Inside Out (January 2024)
The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. Donald Miller on financial advisors and coaches developing a top-of-funnel product that actually brings in revenue while you build trust and nurture prospective clients to your core service [Video]: “What you actually need is a top-of-the-funnel product. When I say ‘top-of-the-funnel product,’ I mean one thing that you can sell for like $99 that introduces everybody to the value you offer as a financial advisor.” … I see this all the time. I have worked with hundreds, maybe even thousands of financial advisors now. … What you are missing, as a…
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New Advisor Marketing Inside Out (December 2023)
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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New Advisor Marketing Inside Out (November 2023)
The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. If you’re creating written content marketing, Seth Godin on overcoming writer’s block and impostor syndrome [Video, 4-Minutes]: “So many people have something to say and yet when it’s time to say it, when it’s time to write our book, we hesitate. We get frozen, we get stressed, we procrastinate. There’s one big reason for this and a couple small things that can help. The big reason is because you care. You care about the work. You care about being judged. You care about the permanence of it. You care about all…
