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By Blair Kelly Outreach

Five Little Things For Your Monday: April 18, 2022

5 minute read
Five Little Things For Your Monday: April 18, 2022 Featured Image

We hope that everyone had a great weekend and is ready to start the week off on the right foot. Want a good way to do this? Try giving our “Five Little Things” article a read, and you will get some awesome marketing tips to boost your strategy. With tips for lead generation to launching a new niche and more, this article has everything you need.

1. Lead Generation For Financial Advisors: 10 Tested Tips To Generate Leads via FMG Suite

If you already have a strong set of existing clients, continuing to generate qualified leads should still be at the top of your to-do list. So, how can you generate more leads and grow your practice? FMG Suite is sharing 10 tested tips to grow your business in 2022 and beyond, including:

  1. Adopting technology that supports customer behavior
  2. Building a professional website
  3. Blogging regularly and boosting email signups
  4. Using Facebook advertising
  5. Encouraging online reviews
  6. Hosting a great event
  7. Building out your LinkedIn network
  8. Getting involved with your community
  9. Asking existing clients for referrals
  10. Gating content with more information

Learn more about each tip in this informative blog.

Marketing ideas for finding leads

2. What Makes Email Marketing Time and Cost Efficient? via Advisorpedia

On a global level, more than four billion people use email and there are more than 306 billion emails exchanged daily. It is incredibly time and cost-efficient, as you can reach thousands of people with the click of a button. Learn how to implement this highly-effective marketing tactic into your strategy.

Some advisers are generalists while others are specialists, simply because that is what they want to do, and it’s what they enjoy. Some advisers want to achieve rapid growth while others are all about maintaining steady clients. However you do decide to measure “growth” though, there are two essential elements that are required to make it happen. Learn about each in this blog from Tony Vidler.

results and time

4. Humans vs. robots: Why personalization wins via SEI

Even though we know AI is on the rise, investors would still rather work with humans that implement that utilize technology and not strictly technology. If you want to learn how hyper-personalized marketing beats out Robo-advice, then check out this entire article from John Anderson. SEI-personalization article

5. Nine Steps to Launch a New Niche via Advisor Perspectives

Many times, when firms reach a certain size, they decide to focus their marketing on a specific client segment or niche. But how do these firms establish themselves with this new audience? Many firms grow their firms with referrals or word of mouth, and because of this, they often have a wide range of clients. But, if you are entering a niche market, then how should cater to a specific audience? Here are nine steps to take:

  1. Define your audience
  2. Assign your leader
  3. Develop your message
  4. Create a landing page
  5. Develop a way to capture leads
  6. Create nurturing campaigns
  7. Determine content to create
  8. Determine the channels to access your niche
  9. Create a conversion process

Learn more about each step in the full article from Kristen Luke. It’s definitely a great read!

Advisor Perspectives

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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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