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By Lauren Keeports Outreach

Five Little Things for Your Monday: March 13, 2017

3 minute read

In this week’s Five Little Things, we cover how transparency increases client retention and explain how to create impactful client events. Take a look:

1. Using technology to improve client communication via Advicent

Do you feel like you do not have enough time to create your own content to deliver to clients? Are you sending your client base content that does not relate to them? Advisors want to deliver content to their clients but need to add value by doing so. Often enough, there is a technology solution available to solve these problems. Are you leveraging technology to overcome your communication problem?

Marketing resources for financial advisors

2. Creating Impactful Client Events via ETF Database

Hosting client events builds trust. Your current best clients are your absolute greatest advocates. While you likely already do things such as sending your current clients birthday, holiday and anniversary cards, as well as small gifts for major life milestones, connecting with clients socially outside of meetings at your office to review their portfolios builds your connection to them in an even more meaningful way.

Marketing resources for financial advisors

3. Want To Win At Content Marketing? Become An Expert In Your Field via FORBES

Organic content is the holy grail of online marketing, because it drives free traffic and brand awareness for your website. Contributing content to industry publications and guest blogs is a good way to become known in your field and boost sales — but what does it take to become an expert people want to hear from? Doug Vermeeren, a personal development expert, shares the five most important elements you need to have in place to be positioned as a leader in your industry.

Marketing resources for financial advisors

4. 3 Ways to Increase Client Retention Through Transparency via entrepreneur

“Transparency” is no longer a buzzword — it’s a real necessity in today’s business world. Here’s how to make sure you’re exercising it.

Marketing resources for financial advisors

5. Why email is taking center stage in marketing innovation via Marketing land

From beacons to user-generated content, columnist Jason Warnock takes a look at the email marketing innovations we can expect to see more of in 2017.

Marketing resources for financial advisors

You may also like: 5 Reasons Why Your Call To Action Isn’t Working and Introducing Providence V2 for Compliance Teams and Broker-Dealers