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By Blair Kelly Outreach

Five Little Things For Your Monday: December 13, 2021

5 minute read
Five Little Things For Your Monday: December 13, 2021 Featured Image

Happy Monday! We are cruising right along and getting even more excited for Christmas. To keep it going, we wanted to give you the gift of our favorite articles from the week. From focusing on social proof to improving CTAs and more, be sure to give this week’s Five Little Things article a read.

1. Forget Referrals. In 2022, Focus on Social Proof via Advisor Perspectives

If somebody doesn’t know the answer or how to react to a certain situation, then we often look to others and mimic their actions. This is known as “social proof,” and follows the mentality that if everybody else is doing it, then we should do it too. And in financial services, social proof is incredibly important, as people are going to want to work with someone that they trust. So, how can advisors use social proof in their marketing in 2022 and beyond?

  1. Testimonials and Google Reviews
  2. Email list subscriber numbers
  3. Industry awards
  4. Google Screened
  5. Publications and media

To find out more about each, be sure to check out the full article and video below.


In this podcast, learn how to get a killer financial advisor value proposition. Sara Grillo is sharing three examples of the value proposition a financial advisor could use. But before she dives into this, she shares the places where advisors might be messing up their UVP. For insight so that you market your business better in 2022, be sure to tune in.

Sara Grillo podcast

3. 3 tactics to improve CTAs for increased relevance and conversions via Search Engine Land

Calls to action are so important for enticing your website visitors to make the next move. They provide people with the path that they should follow to achieve their goals, so it’s important that they are optimized to boost conversions. So, to improve them, here are three tactics to follow:

  1. Ditch the generic CTAs
  2. Use CTAs to strengthen the customer journey
  3. Prioritize differently-abled users

To learn more about each, be sure to check out the full article. Search Engine Land

4. How to Use Keyword Clustering to Seamlessly Optimize Your SEO Content via Moz

Keyword clustering is a great SEO tactic if you want to easily optimize your SEO content while streamlining your workflow at the same time. So, what are the benefits of keywords clustering and how do you do it? This article from Moz weighs in.

Keyword Clustering-Moz blog

5. Kitces & Carl Ep 74: Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues via Kitces

While it was once common for financial advisors to use cold-calling strategies to attract any client willing to engage with them, it was often difficult to frame their value in terms that clients would understand. However, when clients have issues that aren’t obvious or understandable, they may not be as motivated to let advisors solve their problems. In this episode, Michael Kitces and Carl Richards discuss strategies that motivate clients to seek financial planning services with tips for how specializing your services can help you to communicate better with clients.

Michael Kitces blog

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).

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About the author

Blair Kelly

Blair is a social media strategist for FMG Suite and 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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