Feature Friday: August 23, 2019

It’s the second to last Friday of August, which means summer is really winding down. Kids are going back to school and practice schedules are resuming, but that doesn’t mean work is slowing down any! Before things really start to get busy, check out our Feature Friday with topics on social media, making impressions quickly and working with clients.

1. 7 Winning Ways to Grow Your Instagram Following [Infographic] via Social Media Today

Instagram is an extremely popular social media platform at the moment. More companies are looking to it in order to boost their brand, so if you’re looking to give your firm’s digital presence a kickstart, check out the infographic below.


2. #FASuccess Ep. 137: The Evolution of How Financial Advisors Solve Client Problems Across Industry Channels, with Lou Tranquilli via Nerd’s Eye View at

As a financial advisor, you obviously want to serve all your clients’ financial problems. If that’s the case, today’s podcast is just for you, as Lou Tranquilli, founder Tranquilli Financial Advisor has tips on how to do this. If you are interested in finding out how Lou got his start or how to switch up your work across different industry channels, then this podcast is the one for you!  

For more details on getting the clients that you really want, check out the full article.

Michael Kitces

3. How to Be Quickly Memorable (Distraction-Proof Advisor Idea Video #154) via Paul Kingsman

This day and age, people are busy! You do not have a lot of time to rope someone in, which is why you need to make your mark quickly. How do you go about doing this?

  • Identify the keywords you want people to remember about you.
  • Slow down to ensure you’re understood.
  • Once you’ve communicated your key message, turn the conversation back to them.

To find out more, watch the full video.

Paul Kingsman

4. Paint a picture of working with you via The Client Driven Practice

So much of marketing as a financial advisor is based around what you do. When you discuss your services or processes, many have a tendency to list the activities you undertake to help clients get where they want to go, but what if you could paint a more specific picture that they can more easily visualize? It’s better to analyze scenarios so that clients can better picture what working with you will be like.

For more details on how to do this, check out the full article.

Client Driven Practice

5. 5 Common Objections to SEO (& How to Respond) – Whiteboard Friday via Moz

Convincing clients that SEO is worth can be a hard battle to fight. People constantly doubt the value of it, but it’s worth it to prove how important it is when you can. What are the 5 most common objections?

  1. Other channels drive more traffic and conversions
  2. SEO is dead because SERPs are full of ads
  3. Organic drives traffic just not the right kind
  4. SEO takes too long
  5. You can’t measure the ROI

So, what does all of this mean and how do you answer these to prove how important SEO really is? Check out the entire article!

SEO objectives