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By Blair Kelly Outreach

Five Little Things For Your Monday: April 11, 2022

5 minute read
Five Little Things For Your Monday: April 11, 2022 Featured Image

It’s that time again! We’re kicking off your Monday with some great reads for our “Five Little Things” article. Learn how to create a stronger connection with prospects before even meeting them, how to build a stronger social media following, how to scale your advisory practice and more!

1. Creating Connection with Prospects Before You Meet via Absolute Engagement

Many successful advisors are intentional about the information they share with prospective clients before their initial meetings. In order to create the best connection, it’s important that you help the prospective client learn something about themselves, rather than learn something about you. Additionally, it’s important to remember that if you’re asking prospective clients to do anything in advance of a meeting, make sure it’s something that will add meaningful value for them. Learn more in the full article.

Absolute Engagement

2. Building a Social Media Following With Devin Banerjee of LinkedIn via Advisorpedia

Growing your social media followers is a great way to boost your marketing and lead generation strategies.

But, how do you get the most out of your social strategy and grow your followers? Tune into this podcast to learn:

  • The ability of technology to elevate human service
  • The three major trends impacting the financial advisor market today
  • The ABCDE framework for content creation
  • Getting your authentic voice out there collaboratively with compliance
  • And more

This is a good episode, so be sure to tune in!

Website ranking relies heavily on SEO, the better optimized your site is for it, the more traffic it will receive. And a huge part of SEO is the use of video, and this guide breaks down how to get the most out of your strategy, which includes:

  1. Having a plan and goals
  2. Preparing with research
  3. Keeping metrics in mind
  4. Video optimization

Learn more about each tip in the full blog.

Guide to Video SEO

4. Should we do this? A tool to help you decide via SEI

Before you change something new at your advisory business, such as adding a subscription model, targeting another client persona, starting a new marketing tactic, or adding technology, there are a few

  1. Why are you doing it?
  2. Who benefits from it?
  3. How do you best do it?

Learn which tools work best for your firm so that you can thrive this year!

What tools should you use?

5. Episode 94: Scaling Your Practice Without Letting Client Satisfaction Suffer: A Conversation with Matt Reiner via The Advisor Lab

Hear from Matt Reiner, partner of Capital Investment Advisors, an RIA in Atlanta, managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent, and the founder of Benjamin, which is a tech platform that helps advisors streamline time-consuming tasks and allows for greater client engagement through technology.

So, if you are looking to learn how to maximize your time and impact, then give this episode a listen.

Scaling your practice

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About the author

Blair Kelly

Blair is a social media strategist for FMG Suite and 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.

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