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By Blair Kelly Outreach

Five Little Things For Your Monday: January 3, 2022

4 minute read
Five Little Things For Your Monday: January 3, 2022 Featured Image

We hope that everyone had a wonderful holiday break! We’re excited for 2022 and can’t wait to kick the year off with a Five Little Things for your Monday article. From what to watch for in 2022 to boost your marketing and more, get the year started out strong.

1. Key insights from 2021: what to watch in 2022 via SEI

2021 was quite the year, so what should you be on the lookout for in the coming year? In this article from SEI, key contributors weigh in so that can learn what works in the coming year.

Typically marketers adopt efficiency tools to perform detailed tasks, so how can you be more strategic in 2022? And how do the strongest marketers succeed and differentiate various levels of service to reflect the value of various customer groups? Check out the 7 ways below.

  1. They are loyal to current clients
  2. They bring service in
  3. They ignore technology
  4. They covet “The Only”
  5. They are always “on”
  6. They discover the secrets that customers desire
  7. They enjoy trying

Find out more about each tip so that you can stand out as a financial advisor in the coming year.


3. New Year’s resolution: make it a client-driven year via The Client Driven Practice

As you finish up your 2022 strategic plan, you probably know that a lot has changed in the past year. How will this affect your strategy moving forward? It’s important to remember the importance of keeping the client in mind. What does it mean to have a client-driven year?

It means your business plans are created and updated from the perspective of what clients want most from the experience of working with you. So, how can you do this? This article weighs in.

The Client Driven Practice blog

4. What If We Could Predict Client Behavior? via Absolute Engagement

More and more firms are turning to business intelligence to help them make strategic decisions going forward. Many firms are using a management dashboard or business intelligence tool to bring together different data sets, which will help advisors to make more data-driven decisions for their clients. So, how can we make more informed decisions for our clients in 2022? This blog shares insight.

Absolute Engagement blog


5. Mapping the Social Media Landscape [Infographic] via Social Media Today

Social media is still going to play a huge role in the way that we connect to each other in 2022. Check out this graphic from Visual Capitalist as it shows a bubble chart of the biggest social media companies in the world plus their various properties.

Social Media Today infographic


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About the author

Blair Kelly

Blair is a social media strategist for FMG Suite and 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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