Content Marketing

Feature Friday: January 15, 2021

It’s already the middle of the month, and we are moving full speed ahead through January. We hope that you’ve had a great week and are ready for the weekend. But before you check out for the week, give our Feature Friday a read with some of our favorite articles on how to optimize success as an advisor in 2021, how to successfully start a podcast, create a Value Proposition for your clients and much more.

1.Three Areas to Analyze Now to Optimize Your Success in 2021 via Academy of Preferred Financial Advisors

Like everyone throughout the world, 2020 will be remembered as a year of great change for financial advisors. Advisors were forced to hold meetings remotely instead of in-person, which was a simple pivot for many but took some adjusting as we all got used to “the new normal.” As we move full speed ahead into 2021, it’s important that you are analyzing the following three areas to maximize your success.

  • Re-evaluate Your Operating or Business Plan
  • Review your existing client lists
  • Revisit time management and find more ways to be efficient

Find out more details about each in the following article.

Academy of Preferred Financial Advisors

2. Episode 279 – 3 Popular Myths That Stop Advisors From Starting a Podcast via Top Advisor Marketing

We get that starting a podcast can seem difficult, especially with everything else that you have on your plate and if you have never done one. This podcast will dispel three of the month popular myths that advisors hear and therefore don’t want to start a podcast.

Tune in to find out:

  • How to overcome the initial fear of starting a podcast
  • Why your perceived weaknesses will most likely be your biggest strengths
  • What stats show about podcasting’s growth potential in the coming years
  • 8 reasons why podcasting is a game-changer for experts
  • And so much more!

Top Advisor Marketing starting a podcast

3. Where to begin with creating a Value Proposition? via Tony Vidler

A Value Proposition essentially tells your clients what you are going to do for them. So, how do you create one of these to better serve your audience? You need to understand what things you do,  have or know that can create value for clients. When working to create a value proposition, it’s important that you are mapping out the possibilities before you can figure out your main tagline.

For tips on how to best to do this, check out the full article from Tony Vidler.

Where to begin creating a value proposition

4. Marketing & Sales Alignment, Lessons to Grow Together [Video] via Shauna Mace

If you want your firm to grow, it’s important that your marketing and sales alignment are growing together. When they trust each other and cooperate then companies have the ability to do so much more.

Shauna Mace spoke with Phil Edelstein, founder at PHL Branding to find out more about

  • Why sales and marketing are often at odds within their organization
  • Discovering easy tips to bring sales and marketing closer together
  • Real-life case study to discover the benefits of aligning sales and marketing

To find out more about combining these two and watch your firm grow in 2021.

Grow together video

5. 3 Ways Financial Advisors Can Use Online Ads To Grow Their AUM via FMG Suite

Using traditional methods for advertising are no longer going to cut it in today’s fast-paced digital society. So, if you are going to grow your business and increase your AUM needs, then it might be a good idea to look into PPC advertising.

Pay-per-click advertising is a way to help advisors get in front of the right audience and lead them further down the sales funnel. In order to create a strong customer journey, it’s important to note the three phases of:

  1. Awareness – A prospect becomes aware of the financial advisor and their brand.
  2. Consideration – The prospect investigates and evaluates the financial advisor’s digital presence.
  3. Decision – The prospect analyzes the collected information and decides if they want to engage with the advisor

Find out more about each part in the full article.

FMG Suite growing your AUM


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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.