Feature Friday: December 14, 2018

There are just a couple more weeks left in 2018! It’s time to start cracking down and finishing out the year 💪, but also time to be looking back on what you could improve on in the new year. Before 2019 sneaks up on you, stay ahead of the game by catching up on digital marketing and business strategy trends. We’re here to help with a roundup of our top five articles from this past week!

1. 10 Steps to a Great First Meeting via Practice Management Blog 

You’ve finally gotten a meeting with that top prospective client you’ve been trying to meet for weeks, even a couple of months. Congrats! 🎉 Now what? If you’re like many planners, you’re excited to have finally landed the appointment, but perhaps a little nervous about making sure the meeting is on point. Practice Management Blog gives 10 steps you can take to pave the way for a successful introductory conversation or meeting.

2. The Difference That Makes a Strategic Plan via The Client Driven Practice

This is the time of year when many businesses take a look back over the prior year and start developing plans for the next 12 months. Some will simply project revenue and expenses for next year. The Client Driven Practice encourages you to go one step further and write a strategic plan. Strategy is the set of principles governing what you do (your brand promise) and how you do it (the client experience). Strategic planning describes how you will create the differences between who you are as a firm today and who you will be at some point in the future. This article from The Client Driven Practice helps you answer key questions for making a strategy.

3. 8 Infographic Best Practices for a More Effective Content Marketing Strategy [Infographic] via Social Media Today 

Are you looking for ways to improve your content marketing strategy? Want to utilize infographics to drive traffic to your website or blog? Brafton and Social Media Today‘s infographic can help. Here’s a quick summary:

  • Pick a topic that speaks to your audience’s interests
  • Grab some stats and facts from reputable sources
  • Make it memorable
  • Create the copy – but go easy
  • Include a call to action
  • Review your content
  • Design the graphical elements
  • Share and promote

4. Kitces Asks: How Should ‘Best Advisors’ Be Ranked? via ThinkAdvisor 

What is a “best” advisor? That’s the question on the mind of popular blogger, wealth manager and financial-planning speaker Michael Kitces.“We’ve all seen those lists of ‘Best Advisors’ that really just measure [assets under management] and/or revenue of the advisor, and nothing about their actual quality and whether they’re really the ‘best’ at anything or not,” Kitces wrote. Check out Kitces’ indicators of a stellar advisor to implement similar tactics to your own advisor business.

5. Analytic Tips for Email Marketing Success via Susan Danzing

For Financial Advisors, one of the greatest challenges is taking the leap from cold, hard numbers to the more creative realm of marketing. However, there are still plenty of numbers that you can use to inform your marketing efforts and ensure you are on the right track! Susan Dazing put together a best practices guide full of numbers to steer financial advisors in their email marketing efforts. 📩