Feature Friday: August 16, 2019

It’s the middle of August, and we can’t believe how quickly this summer is flying by. There are still a couple of weeks left though before school starts back to soak up the sun, but before you do, check out some of our favorite reads on client relationships, SEO rankings and link building.

1. How to deepen client relationships that generate referrals – Lisa Kirchenbauer on the Becoming Referable podcast via The Client Driven Practice

On the Becoming Referable podcast, President of Omega Wealth Management, LLC, Lisa Kirchenbauer, will be discussing the importance of client relationships and how you can strengthen them through financial and life transition planning. When this happens, your business will be able to attract even more clients and referrals.

On the podcast, she discusses the differences between life planning and traditional financial planning and how her approach toward clients transition has elevated their level of engagement and growth. Want to know the five essential skills that financial advisors can embrace to improve their business and open the dialogue to gain more referrals? Then check out the podcast!
the Client Driven Practice

2. Episode 189 – How to Differentiate Yourself and Influence Clients – With Jack Martin via Top Advisor Marketing

There are some things that financial advisors overlook in their industry and those are having a behavioral component in their sales and marketing and using longevity as a compelling conversation tool. In today’s podcast, Jack Martin, co-founder and CEO of Elite Advisor Group, LLC will be discussing the possibilities when advisors utilize this. In today’s podcast, you’ll learn:

  • How a behavioral approach to marketing/sales has changed the way advisors sell
  • How to help the customer experience by adjusting your behavior
  • How to influence client outcomes
  • How two ways of framing the longevity-question prompt much different responses from clients
  • What biases drive your behavior
  • And more!

For more details, check out the full podcast!

3. The 12 Ways to Call Yourself an Advisor – Which is Best? via Advisor Perspectives

When you say you are a financial advisor, for somebody not in the industry, they may not quite not exactly what that entails. Marketing Consultant and CFA®, Sara Grillo, discusses 12 different ways to call yourself a financial advisor. What are they:

  1. Financial advisor
  2. Investment advisor
  3. Fiduciary financial advisor
  4. Financial planner
  5. Wealth manager
  6. Financial coach
  7. Private banker
  8. Financial consultant
  9. Personal CFO
  10. Financial expert
  11. Portfolio manager
  12. Financial executor (this one is a joke 😬)

Want more details on the background behind these names? Check out the full blog.

Advisor Perspectives

4. SEO Checklist: 65 Steps to Higher Google Rankings in 2020 and Beyond [Infographic] via Social Media Today

As a financial advisor, you’re always looking for ways to boost your SEO and rank higher in Google. So, how do you go about doing this? Some of the key steps are:

  • Market research
  • Keyword research
  • Content optimization
  • Performance optimization
  • Link building techniques
  • Social media
  • Conversion rate optimization
  • Analytics

For more details on increasing your SEO and ranking higher, check out the infographic below

Ultimate SEO Checklist

5. Supercharge Your Link Building Outreach! 5 Tips for Success – Whiteboard Friday via Moz

Link building is incredibly important when it comes to driving traffic and boosting your website’s SEO rankings. It takes time and effort, but it’s definitely worth it in the end! These five tips will make your outreach more effective and efficient.

So, what does all of this mean? Check out the full article and video in order to find out more.

Link Building