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By Blair Kelly Outreach

Five Little Things For Your Monday: February 8, 2021

6 minute read
Five Little Things For Your Monday: February 8, 2021 Featured Image

Happy Monday! We hope that everyone had a great weekend and you’re feeling recharged and ready to start the week out strong. Kick back with a warm cup of coffee as we start off another cold winter week with top reads on how to get more referrals, the power in outsourcing, creating a marketing plan, website design trends for 2021 and much more.

1. Help people understand who to refer to you via Client Driven Practice

In this podcast, find out how you can focus your message to get more referrals. In fact, research shows that advisors who talk most frequently about the description of their target clients will get the most referrals. When providing an effective description, it’s productive to highlight the challenges that your target niche is trying to overcome, and from there you can focus on how you are a part of the solution. Click here to listen and start driving more qualified referrals.

Help people understand who to refer you to

2. Episode 283- How To Leverage the Power of Outsourcing Through a Network of Referral Partners – With Brad Wales via Top Advisor Marketing

Outsourcing can be an incredible way to grow your firm, as it can be a way to hire the experts and narrow your focus. In today’s podcast, Matt speaks with Brad Wales, the founder of Transition To RIA, as he discusses how outsourcing has really helped his firm by adding value to his services.

Tune in to learn:

  • Brad’s proven techniques for building trust with clients even before you meet for the first time
  • How to ensure that you refer your clients to a professional who’s truly capable of helping them
  • How Brad outsources several key areas of the RIA transition process to provide expert services to clients
  • Ways that a flexible business model can help you gain an edge
  • And so much more!

Give it a listen, we’re sure you will find several key points to apply to your own business.

Top Advisor Marketing podcast

3. Using A Marketing Wheel To Create A Marketing Plan via FMG Suite

Marketing is all about storytelling while digital marketing is about digital storytelling. So,  building marketing campaigns, executing marketing tactics, and creating an overall plan contribute to creating a story, and when doing this, using a marketing wheel can provide guidance. It consists of six steps, which are:

  1. Content
  2. Personalizing
  3. The Hook
  4. Distribution
  5. Destination
  6. The Goal

To find out which each entails, check out the full article here.

Marketing plan

4. The Anatomy of the Perfect Pitch Email via Moz

In order to get backlinks and just generate brand awareness, then creating content and pitching it out to writers and reporters is key. The promotion of your work is so important though which is where a good pitch email comes into play. So, when it comes to creating the perfect pitch email, the most important things to keep in mind are:

  1. Create a human connection
  2. Provide top-level project description
  3. Make sure your readers can pick out the main takeaways
  4. Link back to the content
  5. Do a direct ask

Check out the entire blog to perfect your pitch email while driving more awareness to your brand.

Perfect pitch emails

5. Website Design Trends and Statistics 2021 [Infographic] via Social Media Today

People are leaning on their websites and social media platforms more heavily in 2021 as the world has gone increasingly virtual. However, even if you have a large following and presence on social if you don’t have a strong website then you will not see a good ROI. So, make sure that you are on top of your game this year when it comes to website design so that you can increase your lead generation. The infographic below is full of information.

Website Design Trends for 2021


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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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