Marketing

Feature Friday: November 8, 2019

Happy Friday! A chill is in the air, and we hope that you find some time to cozy up inside and relax this weekend. While you’re doing that, however, take a minute to sit back and check out some of our favorite articles on email and social media marketing, digital marketing and preparing your business for future opportunities. Enjoy!

1. 5 Ways to Combine the Power of Email and Social Media Marketing [Infographic] via Social Media Today

If you are a financial advisor, then you are probably always looking for ways to improve your marketing strategy. What if you could combine your social media and email marketing campaigns? We’ve got a useful infographic below to help you out. Some of the statistics that will be mentioned in this infographic are:

  1. Some stats on email marketing
  2. How standalone social media compares to email
  3. How to combine the best aspects of each platform

Want more information on how to boost your marketing plan? Check out the useful infographic below.

Social Media Today Infographic

2. Got Encouragement? (Distraction-Proof Advisor Idea Video #165) via Paul Kingsman

Genuine encouragement is powerful, but sadly, it’s also quite rare. To best succeed both in your personal and work life, make sure you’re receiving it and giving it. How do you do this?

  • Listen for opportunities to compliment your clients on things they have done well.
  • Giving encouragement is much easier when you feel encouraged and inspired.
  • If you don’t feel encouraged and inspired, then set a time to talk to help get you focused on the positive aspects of your business.

For more in-depth information on how to encourage your clients, check out the video from Paul Kingsman.

Paul Kingsman

3. Episode 204-Transform Your Thinking for Better Digital Marketing Outcomes-With James Robert Lay via Top Advisor Marketing

Creating a digital marketing strategy that produces strong leads is a financial advisor’s dream, but is there something keeping you from that?

In this episode, Kirk Lowe speaks with James Robert Lay, founder and CEO of Digital Growth Institute. They will be discussing how to maximize digital growth potential and break down walls that may be holding them back.

In this episode, you will learn:

  • What challenges hold financial brands back from maximizing their digital growth potential
  • What the greatest opportunities are for financial brands to capture over the next 12-24 months
  • How a financial brand marketing, sales, and leadership team can develop a digital growth mindset
  • What role humans will play, if any, in a digital consumer’s buying journey when shopping for a financial product

If you want to learn more about reshaping your digital marketing strategy, check out the podcast!

Top Advisor Marketing

4. How to Scale Your Business Without Losing Focus via Susan Danzig

As your business grows, it is essential that you still focus on your current clients while always working on new leads and opportunities. If you begin utilizing a strategy and planning, then you can create the best environment for your current clients but also prepare for what is to come. How do you do this? Susan Danzig has some useful tips.

  • Finetune your vision
  • Find out what is missing
  • Explore other options
  • Don’t change what is working for your firm

For additional information on this topic, check out the entire blog post.

5. Do You Need to Offer Full Service to Every Client? via SEI

When you are first starting out, oftentimes financial advisors take all of the work that they can get in order to establish themselves in the industry. As you become more successful, you start to realize that some of your clients may not be the best fit for your firm. As you get busier, it’s pertinent that you spend your time more wisely. It should evolve with each new phase of your firm’s growth.  How do you go about doing this? Check out these helpful steps.

  • Focus the correct services on the right clients
  • Take back your time

For more information on utilizing your time wisely as an advisor, check out the full article.

SEI Advisors

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