Feature Friday: July 19, 2019

It’s Friday again, and before you kick off another sizzling hot weekend, check out some of our favorite articles on digital marketing, client relationships and bouncing back after disappointment. Enjoy! ☀️

1. 2019 Key Digital Marketing Growth Stats [Infographic] via Social Media Today

As a financial advisor, you try your hardest to figure out where the best place is to spend your valuable time and marketing budget. Find out how to best grow your firm and what the trends to expect for the rest of 2019, so you can decide where to spend your time and money!

Check out the full infographic below for more information!

Social Media Today infographic

2. How to Open a Great Client Relationship via Advisor Perspectives

When you are starting out with a new client, it’s important that you start out on the right foot. Are you and the client right for each other? First off, begin by asking questions, watching their mannerisms and be sure that you are listening to them.

Another part of the process to keep in mind is to ensure that both people are fully involved in the process and establish a feeling of trust. When dealing with someone’s money and helping them plan their future, this is incredibly important.

For more details on starting out a strong relationship, check out the full article from Richard E. Vodra.

Advisor Perspectives

3. Engage yourself to engage clients via The Client Driven Practice

As a busy financial advisor, many times, you forget to focus on yourself, but rather put all your energy into your clients. This is easy to do, and when this happens, you may start to feel empty, therefore, your clients are not receiving the most engagement that they could be receiving.  In today’s podcast, Leo Pusateri, President and CEO of Pusateri Consulting and Training, will be discussing the importance of focusing on yourself so that you can better focus on others.

Find out more in the full podcast and in the above link!

The Client Driven Practice

4. How to Plan a Killer Pricing Page (No Matter How “Custom” Your Product or Service) via Impact

Every website needs to discuss pricing, but not everyone includes it! You may be worried that a visitor will think your prices are too high or that competitors will find out how much you charge, but it’s still important to have them listed! This blog shares some tips on how to start planning your pricing page.

  1. Step 1: Break down the pricing steps
  2. Step 2: Identify the factors that influence pricing
  3. Step 3: Collect the most common pricing questions
  4. Step 4: Execute

To find out more details on how to create an awesome pricing page, check out the full article.

Impact blog custom pricing

5. The Greats Always Come Back (Distraction-Proof Advisor Idea Video #149) via Paul Kingsman

It can be easy to get down and feel defeated if something doesn’t go your way, even as an advisor! Paul Kingsman shares tips, however, about how the greats will always come back in today’s video. When you experience a setback:

  1. Remember to keep perspective, as it’s probably not as bad as you think.
  2. Analyze and understand what you did wrong.
  3. Don’t project past mistakes on your future performances. Get ready for a great outcome!

For more details, check out the full video.

Paul Kingsman