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 Emily Matyas Outreach

Five Little Things For Your Monday: July 10, 2017

3 minute read
Five Little Things For Your Monday: July 10, 2017 Featured Image

Happy Monday! This week’s Five Little Things covers how to improve your marketing strategy, generational marketing tactics and social media presence.

1. 4 Critical Marketing Considerations for RIAs Via Iris

Summer is a great time to focus on your marketing strategy and evaluate its success. Small businesses often struggle with how much of its resources should be allotted towards marketing materials. Then when a decision is finally made and a plan is in place, they forget to evaluate its effectiveness. Author Bill McGuire describes how all it takes to successfully complete an audit of your marketing strategy is a plan, a budget, and the motivation to do better.

marketing considerations for RIAs

2. Millennial Money: Questions Every Advisor Should be Prepared to Answer via T3 Technology Hub

The financial services industry is on the cusp of the biggest wealth transfer in years, when Generation X will finally retire and pass on many of their assets and responsibilities to their millennial children. This transfer of wealth is leaving Millennials with a lot of questions that you need to know how to answer in order to take advantage of these potential clients.

millennial money

3. Making Marketing Great Again Via The Client Driven Practice

We all know the importance and effectiveness of having a powerful online social media presence on becoming more referable. David Meerman, speaker, consultant, business strategist and author of 10 books, discusses strategies and resources to help business owners get noticed and generate new business using online marketing.

marketing roundup for financial advisors

4. Social Media Trends and Tips for Financial Advisors via ETFdb

The usage of social media among financial advisors has dramatically surged in recent years. While the financial services industry was slow to adopt social media in large part due to industry regulations and compliance hurdles, usage has increased at an incredible pace and it has become a regular business-building and marketing norm for the majority of advisors today.

5. Top 5 Best Designed Financial Advisor Websites via Twenty Over Ten

From video and form integration to stunning design and more this top 5 best financial advisors website roundup for Summer 2017 does not disappoint.

best designed financial advisor websites: summer 2017

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

You may also like: Facebook Roundup: Insights & Information For Financial Advisors and 3 Tips For Marketing to Millennials.

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