How are we already in our third week of August?! We hope your Monday is off to a great start and you’re ready to take on the week ahead! In this week’s Five Little Things, we’ve got the latest tips on advice for financial advisors, marketing to baby boomers, using online reviews and social media to boost your recommendations, and how to historically optimize blog content.
Making decisions and following through with them is a key ingredient to success in any business. If you’re looking for some concrete advice on how to make decisions, follow this framework for the top three issues that come up when it comes to making decisions to drive success.
2. #FASuccess Ep 136: Leveraging Risk Tolerance And Financial Planning Software Upfront To Deepen Conversations With Prospects, with Nina O’Neal via Kitces
In this podcast, Nina O’Neal, a partner with Archer Investment Management, covers the unique way that her advisory firm uses Riskalyze for risk tolerance assessments not just with existing clients, but as part of the prospecting process. In addition, the podcast also goes over the eMoney Advisor portal as a way to paint the picture with prospects of how their firm works with clients on an ongoing basis and the unique client service commitment postcard that all clients receive after being on board for three months. If you’re looking for advice as a financial advisor, this podcast is for you.
Marketing that’s too heavily focused on younger generations will cause financial institutions to lose major opportunities with the wealthiest generation of all – Baby Boomers. The reality is, Baby Boomers are still users of digital technology as well, so there is less of a generational gap than many marketers assume there is. Follow these seven simple practices to help avoid losing older consumers to competitors.
4. The Digital Referral Shift: Using Online Reviews and Social Media to Boost Your Recommendations via Lead Pilot
There is a huge digital shift in how referrals happen today. No longer are advisors hoping that they provided a decent enough service that their clients will recommend their firm to their family, friends, and colleagues through word of mouth. For those of you saying “I don’t really care about my website, I get all of my new clients from referrals”, it is time you alter your thinking in the WAY referrals happen in 2019. This article highlights just how to get referrals in the digital age.
So you have published many blogs, and that’s great! But, what do you do when your blogs are out of date or no longer relevant? Implementing historical optimization is a great way to drastically improve the number of monthly leads and increase organic search. This article highlights four core areas to focus on when it comes to optimizing your past blogs.