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By Blair Kelly Outreach

Five Little Things For Your Monday: December 7, 2020

5 minute read
Five Little Things For Your Monday: December 7, 2020 Featured Image

We hope that everyone had a great weekend and took the time to relax and get into the holiday spirit. Tis the season to switch our your pumpkin spice lattes for peppermint mochas and check out some of our favorite articles from the week on becoming a trusted advisor, the value of niche marketing, Facebook trends to look for in 2021 and tips for boosting your social media strategy.

1. Three Issues Financial Advisors Should Address to Become Trusted via Iris.xyz

When you are expected to handle someone’s money and financial expenses, it’s crucial that you are establishing trust. When it comes to attracting new clients, how do you show that you are trusted? You work to eradicate the following three issues, which are:

  1. Poor communication
  2. A lack of transparency
  3. You lack a digital and online presence

As we enter the new year, ensure that you are a trusted financial ally for prospects and clients, and this will help with lead generation plus so much more.

How advisors can become trusted

2. How Financial Advisors Can Become Radically Relevant (With Bill Cates) via The Podcast Factory

If you want to stand out from the competition, then you have to market yourself differently from your competitors, as well. You can do everything that you see other advisors doing, however, if you’re using the same tactics as others, then you won’t see different results.

In order to stand out from the rest, you need to do things differently and this podcast is chock full of ideas. Find out how you can do this in this podcast.

The Podcast Factory

3. The Value of Niche Marketing via Advisor Perspectives

In this article, Beverly Flaxington discusses the importance of niche marketing and how it can add value to not only your marketing but what you provide for your clients. While many think that niche marketing can limit you, it actually can open doors for you. Find out more about what she has to say when it comes to niche marketing and how it can boost your business.

The value of niche marketing

4. How to Execute Successful Webinar Campaigns With Samantha Russell via The Resilient Advisors Show With Jay Coulter

CMO, Samantha Russell had the chance to catch up with Jay Coulter, CFP®, CIMA® to why webinars are such a useful marketing tool, and how you can execute a successful webinar campaign and repurpose your content. From putting the webinar in an email or on a blog post and gating it in order to get more leads. Find out all the ways to can use webinars to drive traffic and to connect with clients in this podcast.

The Resilient Advisors with jay Coulter


5. Social Media for Financial Advisors: 6 Best Practices for Sharing Images via Lead Pilot

When it comes to posting on social media, it’s important to note that every post should contain an image. They provide context, grab attention and create value and meaning to your post. In fact, according to BuzzSumo, Facebook posts with images receive 2.3x more engagement, increasing the overall quality of the post, and that doesn’t just stop at Facebook. This goes for the other platforms, as well.

To find out how to ramp up your social posts, read the article for 6 best practices for sharing images on your social media platforms.

Sharing Images

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

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

Josh Null - Gulf Coast Financial Advisors

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