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By Blair Kelly Outreach

Five Little Things For Your Monday: April 5, 2021

4 minute read
Five Little Things For Your Monday: April 5, 2021 Featured Image

We’re kicking off the first full week of April with a Five Little Things article. We hope that everyone had a great Easter weekend and that you’re ready to start fresh with some of our top reads on key value propositions that advisors can offer clients, why company culture matters and more.

1. Episode 45: Finding Balance Between Your Clients’ Financial Goals and Personal Values via The Advisor Lab

Hear from Kristen O’Grady, COO & Head of Product at Seeds, a new platform for financial advisors that puts investor values at the center of the platform. She discusses the current state of ESG investing, how advisors can better align a client’s values with their portfolio, and what the future holds for advisors when it comes to sustainable investing.

Advisor Lab podcast

2. 6 Reasons People Work With Financial Advisors. Tips for Advisor Marketing and Communication via Streamline My Practice

Dave Zoller, CFP® of Streamline Financial weighs in on the six key value propositions that advisors offer their clients. Tune in to find out how to treat clients so that they get the most out of your services.

3. 5 Reasons Culture Matters in Advisory Firms via Red Zone Marketing

Building a positive company culture is good for business, and here are five reasons it should matter to your advisory firm.

  1. Culture helps attract and retain talent
  2. Culture sets expectations
  3. Culture improves the client experience
  4. Culture reinforces your value proposition
  5. Clients will love a company if the company loves the employees

To find out more about each of these points and how you can create a more positive culture then check out the full blog.

Advisory Firms

4. Financial Advisor Gets 14 Clients From a Single Email via The Podcast Factory

As a financial advisor, it can be difficult to get clients, but if you market yourself well you can talk to more qualified leads that are interested in your services. Find out how one financial advisor got 14 clients from one simple email.

The Podcast Factory

5. How to Build Personal Connections in the Digital Age via Covisum

The way we connect with others has changed drastically in the last two years. While it was quite a shift, we have the ability to connect with more people and expand our reach. So, in this digital era, how can advisors build stronger relationships?

  1. Establish your audience
  2. Attract prospects digitally
  3. Reach clients online

Find out more about each point in today’s blog.


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About the author

Blair Kelly

Blair is a digital marketing assistant at 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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"The Twenty Over Ten website continues to deliver results, both in activity, and more recently in client acquisition."

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