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By Blair Kelly Outreach

Five Little Things For Your Monday: December 14,2020

6 minute read
Five Little Things For Your Monday: December 14,2020 Featured Image

We’re moving full speed ahead and can’t wait to see what the week brings. Before you begin the rush, settle in with a cup of joe and check out our Five Little Things article. We’re featuring some great reads on everything from addressing the challenges of wealth management amid the pandemic and best practices for email drip campaigns to what a strong inbound marketing website should look like for the coming year.

1. Addressing Four Challenges of Wealth Management Amid the Pandemic via Advisor Perspectives

The COVID-19 pandemic has disrupted all aspects of life, and that includes global markets and economies across the world. When it comes to wealth management, we had to assure our clients that our strategies would encompass “the new normal,” and that they could expect the same trust and expertise as always.

The four main challenges that have been noticed are:

  1. The great distance from clients
  2. New needs of clients
  3. A lot of uncertainty
  4. Less focus on the future

To find out how Jennifer Pline of Cambridge Trust and her team are handling these challenges, check out the article.

Advisor Perspectives

2. How to Describe 2020? Unprecedented via SEI

We have heard the word “unprecedented” more times than we can count this year, but it’s the perfect description of the year, as so many things that have happened have been so unexpected. So, some things that we have learned this year are that:

  1. Trends that are well-established can’t always be taken for granted
  2. Unprecedented events can create remarkable responses
  3. We need to take it all in stride the best that we can

For more about each of these points, check out the entire article from SEI!

How to describe 2020

3. What Is An Email Drip Campaign? via FMG Suite

Drip campaigns are a great way to distribute emails and target an audience based on their interests. Using these in your email marketing help build trust with prospects and leads them further down the sales funnel and ultimately turns them into clients. The video below touches on some key points to building successful drip campaigns, which are:

  • Asking what your purpose is
  • Checking over your distribution lists
  • Outlining your campaign

From there, check out the full video to find out detail into each aspect plus successful types of email drip campaigns that work.


FMG Suite video

4. What does a great inbound marketing website look like in 2021? via iMPACT

Websites have changed dramatically over the years, as we have gone from clunky outdated website to streamlined sites with simple navigation. When it comes to creating a strong inbound marketing website in 2021, here are 9 things it should have.

  1. Customer-focused messaging
  2. User-friendly design
  3. Fast site speed
  4. Question-focused content
  5. Premium content pieces
  6. Text and visual content
  7. Having a self-selection tool
  8. Real-time conversations
  9. Social proof

For a deep dive into each piece, this article will shed some light on what makes a strong inbound marketing site.

Inbound marketing website

5. Sweat the small stuff: it is what we CAN control! via Tony Vidler

You hear the phrase, “don’t sweat the small stuff,” so many times, but in reality, this is what you should pay attention to. If you don’t, then things will start to get more out of your control. These small details are so important for financial advisors, and help advisors to understand the objectives and needs of each client.

There has been so much out of our control this year, so when you focus on what you CAN control, it will make you a much stronger advisor in the long run. Find out. more about how you can focus on the smaller tasks at your firm that ultimately lead to the much bigger picture.

Sweat the small stuff

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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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