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 Lauren Beichner Outreach

Five Little Things For Your Monday: December 23, 2019

4 minute read
Five Little Things For Your Monday: December 23, 2019 Featured Image

We are just TWO days away from Christmas! We bet you can’t wait to relax for the Holidays, but before you do settle in to read our top reads on how to enhance your client communications, the most important question you haven’t asked your advisor, what growth means for your business, how to redefine growth for your financial advising business, new social media platforms to be on in 2020, and the best times to send your email campaigns.

1. How to Create the Best Client Communications via Lead Pilot

As a financial advisor, how do you communicate with your clients and share your content with them so that you stand out and differentiate yourself from the rest? This is where your client communication comes into play. Effective communication is vital as a financial advisor. This article highlights 3 key ways to create the best client communications.

2. The Most Important Question You Haven’t Asked Your Advisor via IRIS

Who knew that the most important question to ask your advisor can also help you get to know the future leaders of your current firm. What is their education and background? Can you picture your family working with them in the future? Read more to learn what you need to be considering as both you and your firm age.

3. Rethinking Growth via Three Crowns Copywriting and Marketing

With the new year right around the corner, it’s only to be expected that you will be evaluating the success of your financial advising firm. But, what does “growth” mean for your business? Does it mean that your business is getting bigger, or, does it mean that you are setting goals to make progress? Read more to learn how growth is unique to your financial advising.

4. 5 Rising Social Media Platforms to Add to Your Marketing Arsenal in 2020 [Infographic] via Social Media Today

Maybe you already have a social media strategy in place, and that’s great! But, what are you going to do in the near year to take your social media to the next level? Take a look at this infographic to decide if you should expand your social media strategy and be on any of these 5 platforms to get ahead of your competition in 2020.

5. What is the best time to send marketing emails in 2020? via IMPACT 

Email marketing is one of the most effective ways to reach current and prospective clients. However, we all know that it’s critical that you send your email campaigns at the optimal times in order to increase the likelihood that they will get opened and read. Read more to learn the most effective times to send your marketing emails in the new year.

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