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By Lauren Beichner Outreach

Five Little Things For Your Monday: April 6, 2020

4 minute read
Five Little Things For Your Monday: April 6, 2020 Featured Image

Now more than ever your marketing strategy is so critical to the success of your financial advising business. There’s no doubt that the Coronavirus has affected us all in one way or another, however, you can use this time to boost your marketing efforts and prove your value to your clients. Catch up on our must-reads for this week on how your marketing strategy should change in the wake of the Coronavirus, how to help your clients during a crisis, social media trends for financial advisors, how to avoid compliance drawbacks during the Coronavirus, and how to adjust your marketing strategy while working remotely.

1. Coronavirus & Your Marketing- What Should Change? (Tips for Financial Advisors) via Lead Pilot

With the current Coronavirus crisis, making tweaks to your marketing strategy is essential. However, this can very unchartered territory for many if not all of us. If you are unsure of what needs to be done, Twenty Over Ten, CMO Samantha Russell shares some insight and key tips to help you effectively market your financial advising business during this crisis.

2. What Advisors Are Doing To Help Clients Through the Virus Crisis via Advisor Perspectives 

How should you be helping your clients during the Coronavirus outbreak? We are all approaching a lot of unknowns with the current crisis at hand. However, how you help your clients during this time can help differentiate your firm from others. See insight in this article to help you alter your marketing strategy to meet your clients’ current needs.

3. Social Media Trends for Advisors via Three Crowns Marketing

Your clients want to hear from you now more than ever. They are worried and concerned. You may be wondering, ‘what’s the best way to reach them?’ The answer is simple: get active on social media. Having a strong social media presence is so critical at all times, but especially during times of crisis like this. Check out the latest social media trends to ensure that your social media presence is engaging and compelling.

4. Avoiding Compliance Pitfalls During the Coronavirus Pandemic via Wealth Management

Compliance is always important for financial advisors, however, it’s importance is heightened during the Coronavirus pandemic. With (close to) everyone working remotely now, it’s critical that your financial advising business’ compliance standards are clearly communicated to employees. Read this article for more tips and insight on this.

5. How marketers can navigate the ‘perfect storm’ of remote working via Marketing Week

Working from home is just one of the many adjustments that everyone is having to make now with the outbreak of the Coronavirus. As marketers, it’s so important that you communicate and engage in a meaningful way to bring your business together. This read shares insight on the importance of prioritizing your marketing strategy even during the Coronavirus crisis.

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