Inbound Marketing

Feature Friday: August 13, 2021

How is the middle of August, already? For many of you, your children are getting ready to start school or have already started. Needless to say, it’s a busy time of year! Let our Feature Friday simplify your marketing tactics with some useful articles below on how to create a strong referral marketing system, SEO on-page optimization and more.

1. Make referral marketing a system via The Client Driven Practice

As a financial advisor, getting referrals can be difficult. So, how do you create a system that makes it easier to consistently attract referrals? In this podcast, they discuss how to create a true ‘referral system’ in your business, such as how you track your referral sources and the communication with the people that have been referred.

Give the podcast a listen to get all the top tips on creating a strong referral system to drive more leads.

Referral marketing


2. Bridging the Gap Between Advisors and Leads With Chris Sonzogni via Top Advisor Marketing-Proud Mouth

How can advisors convert leads into clients? It’s important to build trust and that can be done through digital marketing. In this podcast, learn some of the mistakes that drive leads away and how you can boost your conversions.

Proud Mouth

3. 3 Powerful On-Page Optimizations to Power Up Your Content via Moz

So, what is on-page SEO and why is it important? On-page SEO is when you combine writing with SEO to rank individual pages for specific keywords. And when done well, this SEO guides your content to:

  • Match customer intent
  • User engagement
  • Tactics to boost conversions

So, if you want to boost your on-page SEO, here are 3 tactics you can utilize.

  1. Format content for readers and robots
  2. Optimize for featured snippets
  3. Add an FAQ section

Check out the entire article for more tips.


4. Tax Planning As a Marketing Strategy (With Steven Jarvis) via The Podcast Factory

Tax planning can serve as an exciting marketing opportunity for financial advisors. Tune in to this podcast to learn how you can grow your business and attract more clients with tax planning that saves your clients money.

Tax planning as a strategy

5. How Stacking Your Fintech Solutions Can Benefit Your Practice via Covisum

Modern consumers expect the highest when it comes to financial tools and solutions. And if you run a financial planning business, you know how difficult it can be to run a business that attracts, retains and expands your business. So, how can you do this? Fintech tools and solutions are a big part of this, and there are so many available. So, what are the benefits of comprehensive fintech solutions?


  • Calculation Automation Utilizing Proprietary and Advanced Algorithms
  • Speed and Accuracy in Identifying Optimized Solutions
  • Straightforward Resolution of Conflicts in Assumptions and Results
  • Improved Business Processes
  • Improved Communication
  • Fast and Accurate Identification of Potentially Lucrative Retirement Income Strategies

To find out more about each tip, check out the entire article from Covisum.



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About the author

Blair Kelly

Blair is a digital marketing assistant at Twenty Over Ten and has a passion for uncovering what drives online traffic and the highest engagement. She follows more animals on Instagram than humans and her greatest achievement is her daughter, Grey.