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By Lauren Keeports Outreach

Five Little Things for Your Monday: April 17, 2017

4 minute read

In this week’s Five Little Things, we cover time management, customer experience, and content marketing strategy. Check it out:

1. Why Clients Choose You via FPA

Why would a prospect end up choosing you over another adviser? There’s really only one thing that a prospect is looking for when they begin the conversation with you. If they believe you can provide it, it’s much more likely that they’ll become your client. Dave Zoller, CFP® explains what prospects both are and aren’t buying, then lists thought-provoking for you to answer and take action on.

2. Managing Your Time Effectively as a Financial Advisor vIa etf database

Do you feel like you lack control over your time? Well, the struggle is real and you certainly are not alone. Research from the FPA Research and Practice Institute shows that just 13% of financial advisors feel like they have complete control over their time. If you find yourself spending the majority of your day being reactive instead of proactive, it may be time to make a change to strive to become more effective and efficient with your time.

Marketing resources for financial advisors

3. how to deliver a seamless customer experience via marketing week

Brands ready to embrace data, promote agile thinking and build teams with customer-centricity at their heart are reaping the benefits of customer loyalty and retention. Ask brands across any industry or discipline and you are likely to find that their main goal for 2017 is delivering a seamless, personalized customer experience. Achieving this level of experience comes from putting the customer at the heart of the business, using data and rich insight to gain a single customer view and, importantly, having an agile team structure in place to deliver.

Marketing resources for financial advisors

4. No content strategy is an island via marketing land

As we’re (hopefully) all aware by now, content strategy is the foundation of content marketing. But content strategy requires its own foundational elements, too. Without them, that strategy is very, very difficult to architect. Creating a content strategy obviously must precede content marketing, but your brand must have some marketing fundamentals in place to enable that process to occur. Columnist Rebecca Lieb identified four essential marketing elements that must precede a content strategy.

Marketing resources for financial advisors

5. IBM Study Finds Most People are Disappointed with Digital Brand Experiences via Direct marketing news

Every week, it seems like another brand finds a creative way to leverage technology. VR and AR, mobile payment services, connected home appliances and virtual showrooms may be giving marketers shiny new ways to showcase products and innovation, but a recent study from IBM found that consumers aren’t as impressed with these digital experiences as the brands investing in them. Find out the top reasons why.

Marketing resources for financial advisors

You may also like: Comparing Content Resources for Financial Advisors and Unlimited Landing Pages With V2