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By Savannah Brunette Outreach

Five Little Things for Your Monday: February 12, 2018

7 minute read

With Valentine’s Day’s arrival in two days, we are sharing some articles we love this week! We’ve rounded up marketing news covering social media, SEO, customer service, advertising, and even an easy 5 step guide to building your own advisor website.

1. Josh Brown’s 3 Social Media Tips for Advisors via ThinkAdvisor

Josh Brown of Reformed Broker fame had his T3 advisor conference session eating out of his hands Thursday as he humorously divulged how he and his partners at Ritholtz Wealth Managementhave become social media stars while building a fast-growing RIA firm. And he had several suggestions to advisors on how to use social media as a business development, branding and client retention tool.

He admitted that Ritholtz Wealth at first had “no deliberate plan” to grow via social media. Instead he focused on using his blog as an outlet to deliver “creative ideas” into the blogosphere. “I started [The] Reformed Broker in 2008” when few wealth managers were online, so “being early was a benefit.”

Now, he said, tongue in cheek, the blog is “read by millions; some even come back a second time.” (Brown’s Twitter feed recently crossed the million-follower line.)

Josh Brown on Social Media

2. How to Get on the First Page of Google: 43 SEO Dos and Don’ts [Infographic] via Social Media Today

Are you trying to get your website on the first page of Google? Want to know the SEO techniques that work and those that could get you in trouble?

We share 43 SEO dos and don’ts in this infographic.

Here are a few that make the list:

  • SEO Friendly Website Architecture
  • Use descriptive titles that consider branding and share-ability
  • Use a call-to-action in your meta description
  • Write content for users; not for search engines

Check out the infographic for more.

43_Google_SEO Tips_infographic

3. Techno-Advisor: The Mechanics of Good Service via SEI

Last week I was talking with a coworker whom I had recruited to join the team.  We were chatting about what type of bike each of us owned and more importantly, where we got them.  Not being a true “biker,” I bought mine at a bike company-owned store.  I got, what I thought, was a great deal for a bike that I truly ride only once a year and their service seemed good.  It was a pretty easy transaction.

My better-prepared colleague said that he has purchased more than one bike over the years at a small mom-and-pop bike store close by our SEI headquarters. He said he paid fair prices and he loves the small place where they all know his name.  He said the mechanic has been there for years and does a great job… when he can get to it.  However, that was the key: when he can get to it. As an example, my colleague said that last summer, as he was getting ready for a big ride, his bike needed service and the mom-and-pop shop told him it would be two weeks before it could be done. Pressed for time, he took his bike to the place where I bought mine and it was ready in three days (actually a day before they promised).

good service for financial advisors

4. 9 Advertising Must-Haves for Financial Professionals via AdvisorPR

On the heels of the Super Bowl, it is an annual tradition to discuss and analyze the ads that played during the big game. While there may not be multi-million dollar national TV ads in your future, as a financial professional there are advertising fundamentals that are important to communicate effectively and leave a lasting impact. Whether a workshop mailer, a print ad in a local or trade publication or an email to your database—use the following guidelines as an essential checklist before you approve your next proof for production to help maximize your advertising dollars:

1. A Clear, Singular Objective: Do not try and communicate everything anyone could possibly want to know about your company, but rather decide on one message you’d like to establish clearly. Are you hoping to build brand recognition? Drive attendance to an event? Build your prospect database? This goal should be the unifying element for all other components of your ad.

catchy advertising for financial advisors

5. 5 Easy Steps to Creating a Website on Your Own Using Twenty Over Ten via Twenty Over Ten

When we started Twenty Over Ten, our goal was to create a platform where your vision and brand could come to life through your website. That’s why our self builder option is so important to us (and why we don’t make you pay any start-up fees)! We love seeing clients take control of their brand and digital presence by creating beautiful, completely customized website designs.

However, most financial advisors have little or no experience with website design, which can make building your own site a very intimidating idea. Even if you have a basic idea of how the web works, it can often be expensive and time consuming to undertake a website build on your own.

That’s why we developed the Twenty Over Ten platform not only with the end user in mind but also the builder – you! Our intuitive CMS (Content Management System) gives you the tools to autonomously manage your website like a pro. It’s easy to use, user-friendly and packed with powerful features for beginners and experts alike!

start own financial advisor website


You may also like: Comparing Website Providers for Financial Advisors in 20184 Reasons Why a Brochure Website Doesn’t Work Anymore, and Introducing Content Assist