facebook twitter instagram linkedin youtube thumbs-up thumbs-down

Subscribe &
Stay Connected

Join our newsletter to get useful tips and valuable resources delivered to your inbox monthly!

By Emily Matyas Outreach

Five Little Things For Your Monday: August 21, 2017

4 minute read
Five Little Things For Your Monday: August 21, 2017 Featured Image

While you’re waiting to see the so-called Great American Total Solar Eclipse today, read this week’s edition of Five Little Things for Your Monday. We’ve got a star-studded roundup of the latest tips on client relationship building through marketing methods such as PR, email campaigns, and recorded videos.

1. How to Write High-Quality Press Release Content Via cision PR Newswire

Generating and distributing your brand’s vital news is an important part of how you stay relevant in the minds of the media and your wider customer base. But a press release can do so much more than simply tell someone about your company. Learn the 4 key elements to writing high-quality press release content: the news announcement, multimedia attachments, high-quality links and social media.

PR for financial advisors marketing tips

2. 3 Tips for Getting Past B-to-B Cold Calls and Lifting Sales With Account-Based Marketing via AdWeek

The new, modern approach to selling is social and relationship-based marketing. And the relationship with the prospect is based on value—through relevant content or through tailored experiences which have value to the prospect. It’s a “give/get” model, with the seller making the first value move. This pay-it-forward approach to sales is anathema to the cold-calling Glengarry Glen Ross-style selling of the past.

To effectively “sell” to people who don’t want to be sold to, you need to invest in meeting, nurturing and caring for individuals, and a well-devised ABM strategy can help you craft the right approach.

b2b marketing tips for financial advisors

3. 12 Reasons Why Your Emails Aren’t Driving Business via entrepreneur

Email marketing is one of the most effective methods of content marketing . . . if you know how to do it right. While we can all admit that we need to engage more in a strategy to maximize our email responses, it can be tough to know where to start. After all, we send and receive emails every day yet never really study the science of what makes a campaign successful.

Email marketing for financial advisors


While any on-camera opportunities are notable and help improve your on-camera presence, if you’ve never experienced a live TV interview, then you could easily make the common mistake of assuming both scenarios are essentially the same. Live TV is a whole other ball game, requiring a different set of skills and typically a lot more preparation. Before making your first live TV appearance, learn how to successfully prepare to be a financial advisor on the news.

marketing resources for financial advisors

5. The Long and Short of Advisor Videos via Wendy J. Cook

A question often asked by advisors: How long should my videos be? Opinions vary. A lot. One expert recommends that “a minute or less should do it.” Yet another suggests it’s possible – and potentially highly effective – to go much, much longer.   But maybe we’re asking the wrong question. Instead of agonizing over how long your videos should be, perhaps the better focus is to fuss over how amazing they are.

Struggling With What Content To Share on Social Media or via Email?

We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).

Get All The Details Here

You may also like: Live-ish Interview: FPPad and Client Love.

Twenty Over Ten Showcase

"The Twenty Over Ten website continues to deliver results, both in activity, and more recently in client acquisition."

Josh Null - Gulf Coast Financial Advisors

Schedule A Demo