Five Little Things For Your Monday: April 19, 2021

We hope everyone has had a wonderful weekend! Let’s kick things off this week with our Five Little Things article that includes reads on using content to reach qualified leads, the SEC Ad rule and what it means for your marketing, the changing landscape of the keyword and a whole lot more! Enjoy!

1. Using Content to Reach & Nurture Qualified Leads For Financial Advisors via FMG Suite

When you offer quality content, this can dramatically increase the number of qualified leads that are willing to give you their information. This is a part of the client journey, and when you get interested parties to respond to calls to action, they are moving further down the sales funnel.

Creating a client journey that provides more value than it asks for at each touch-point will encourage investigators to become your ideal prospects and, ultimately, long-term clients. Here are the 6 main points of your client journey that you should pay attention to.

1. SEO
2. Social Posts
3. Blogs
4. Landing Pages
5. Nurturing Campaigns
6. Open-ended Campaigns

For more on each, check out the full article.

2. Episode 49: The Application of Behavioral Finance in the Client Experience via Advisor Lab

Hear from Jordan Hutchison, the Director of Partnerships at XY Planning as he discusses how advisors can effectively and tactically apply behavioral science in their business from a sales and marketing perspective. If you want tactical information and advice and a dive into certain aspects of the behavioral conversation as it relates to how advisors, then this is the podcast for you.

3. New SEC Marketing Rule 2021 – 5 parts financial advisors should be aware o‪f‬ via Sara Grillo Podcast

The new SEC Marketing Rule 2021 is going to change up the marketing game, as it will bring new dimensions to several important parts of financial advisor compliance. This includes testimonials, cash solicitation, and much more. To find out more about this Ad rule and 5 things that financial advisors should be aware of, check out the podcast from Sara Grillo!

4. How Financial Advisors Make Their Advice Easy To Follow via Streamline My Practice

If the advice given by financial advisors becomes easier to follow, then clients can make real positive changes in their financial life rather than just recommending advice that never gets implemented. Need help doing this? The below can help!

5. The concerning future of the resilient keyword via Search Engine Land

Keywords are an incredibly important part of your content marketing strategy, but is it changing? While advertisers used to list specific keywords to include, privacy regulations and other things are starting to change the specificity of tracking. To find out how the ever-changing digital world is shifting and what means for keywords, check out the full article.