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By Blair Kelly Outreach

Five Little Things For Your Monday: April 25, 2022

6 minute read
Five Little Things For Your Monday: April 25, 2022 Featured Image

It’s the last Five Little Things article of the month. And as you know, April showers brings May flowers, so we’ve got some new articles in bloom for you. With tips on writing the perfect prospecting email to growing your prospect list and more, this roundup is one that you don’t want to miss.

1. Writing The Perfect Financial Advisor Prospecting Email With Email Templates via FMG Suite

Email marketing is one of the most successful marketing strategies for advisors when it comes to prospecting. Not only can you nurture your already existing relationships but you can work to find new ones. In this blog, FMG Suite discusses:

  • How to target millennials
  • How to target baby boomers
  • What a prospecting email is
  • How to write the perfect prospecting email
  • Email templates to engage clients-and much more!

This is a great read and will show advisors how to best reach prospects and clients using email marketing tactics.

Prospecting emails

2. 3 Strategies to Grow Your Prospect List via Advisorpedia

If you are running a business then chances are that you want to continue to grow that business. In fact, in a survey of over 5,000 financial advisors and money coaches, the number one challenge was lack of leads. In this video, you will learn simple strategies to grow your prospect list, including:

  • The first important step that will allow you to create a list of ideal prospects
  • How to create a list of affluent clients and business owners
  • The most important information you need to collect
  • What to provide your ideal prospect so they provide their information to you
  • How to get a wealthy client to agree to meet with you (This is one of my favorite insights.)
  • The analogy that gets affluent prospects to understand the importance of what you do and what you are offering
  • The best points to address so they see your value and how you can help them
  • My favorite prospecting strategy that allows you to leverage your time and resources and focus your energy on people who are serious about doing business with you
  • The three best types of events to attract clients
  • What to say when engaging with a prospect or potential client
  • The best process to discover everything you need to know about your ideal client
  • What I did (and you can too) to get a boatload of ideal prospects lined up wanting my financial advice

It’s a great episode, so be sure to tune in!

If you want to make an impression with your marketing, then integrating storytelling is a great way to do this. People connect better with stories and personalization, so how can you get better at this? In this article, you can learn three frameworks to give your marketing a boost, including:

  1. The StoryBrand Framework
  2. The Three Act Structure
  3. The Problem-Agitate-Solve (PAS) Formula

Learn more about each and how storytelling helps your marketing in the full article.

Storytelling framework

4. How To Write Amazing Content When You’re Not Feeling “Creative” via Perfectly Planned Content

How to write content when you aren’t feeling creative? In this article, Zoe Meggert is sharing seven tips to create the best content for your company, including:

  1. Lean on your editorial calendar
  2. Eliminate distractions
  3. Start somewhere else
  4. Don’t be afraid to break a rule or two
  5. Take a break when needed
  6. Connect with material that inspires you
  7. Write freely and without judgment

Learn more about each point in the full article.

How to write amazing content

5. The Financial Advisor’s Guide to On-Page SEO via Three Crowns Marketing

What exactly is on-page SEO? It includes any website optimization strategies you use to make your web pages more visible to Google. So, how can you make your on-page SEO stronger? In this article, you will learn six ways to optimize your SEO, including:

  1. Content and keywords
  2. Headers
  3. Links and URLs
  4. Images
  5. Meta Descriptions
  6. SEO titles

Learn more about each and how each one is so important to boosting your on-page SEO.

On page SEO

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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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