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By Blair Kelly Outreach

Five Little Things For Your Monday: August 24, 2020

6 minute read
Five Little Things For Your Monday: August 24, 2020 Featured Image

Happy Monday! We hope that you all had a great weekend and are ready to take on the week and hit the ground running. It’s no secret that leadership styles are changing and businesses are having to adapt to “the new normal” as we continue to do what’s best for not only our business but ourselves. We thought that you would enjoy reading some articles about useful integration tools to boost productivity along with tips for adapting and being a strong leader during this time. The five articles below are sure to offer some useful insight!

1. Boost Your Business Productivity With These 6 Integration Tools via Iris.xyz

You have a lot on your plate as a financial advisor, so tools that can boost your productivity is crucial. CMO, Samantha Russell had a chance to catch up with Iris.xyz and discuss these 6 integration tools will take your website to the next level.

  1. Google Analytics
  2. Calendly
  3. Redtail
  4. Mailchimp
  5. FINRA Brokercheck
  6. Google RECAPTCHA

Find out more about each tool in the full article.


2. Conquering the Balancing Act: Finding optimal balance between being a financial advisor and a business owner via Academy Of Preferred Financial Advisors

The year 2020 has been difficult for almost everyone and as a financial advisor, how have you found the balance to succeed? If you are also a business owner, this can be especially hard, but here are some ways to make 2021 your best year yet!

  1. Start your strategic planning for 2021
  2. Make sure you are developing your professional support team
  3. Get the professional guidance that you need

Next year is going to be a very important year and a great time for advisors to offer help to investors. Read the entire article for tips on how to best do this and start preparing for the year ahead.

Conquering the Balancing Act

3. The right client leadership style for the times via The Client Driven Practice

2020 has been a roller coaster year and your company’s long-term success and survival depend on how your company has adapted to the changes and how they plan to moving forward. One bit of insight from client advisory boards is the change in how clients want to receive communication from advisors due to the level of uncertainty that we have been experiencing.

When times are more stable, they want infrequent communications, but during more volatile times, they would like to be more “in the know.” Read on to see other ways that your firm needs to change and adapt in order to have success in the future.

The Client Driven Practice

4. Three Reasons Your Firm Doesn’t Show Up on Google via Advisor Perspectives

Samantha Russell had the opportunity to chat with Advisor Perspectives to discuss the three reasons that your firm isn’t showing up in Google. When it comes to boosting your SEO and online presence, it’s crucial that you are doing the necessary things to show up in search engines. What are the reasons why you might not be showing up?

  1. You aren’t using Google’s tools to your advantage
  2. Your user experience is poor
  3. You’re not producing original content

For tips on how to remedy all this, check out the full article.

Advisor Perspectives

5. Why Do Keyword Research via Niche Site Project

When you are producing content for your blog, videos, podcasts, or other pieces of content, keywords are so important to boost your SEO and search rankings. Samantha Russell contributed to the article discussing why keywords help people to find your content online.

Targeting keyword phrases through the voice of your target audience will help you stand out in your industry among your competitors and in your geographic location in organic searches.

Read on to find out more about what she had to say plus pieces from other contributors.

Niche Site Project

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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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