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By Laurel Hecht Outreach

Five Little Things For Your Monday: June 15, 2020

7 minute read
Five Little Things For Your Monday: June 15, 2020 Featured Image

As you settle in for another week of work, we encourage you all to look into ways you can be engaging and learning within the financial advising community! Whether it be through reading blogs or attending webinars, there is so much to learn right at your fingertips. If you’re not taking time to see what the rest of the industry is up to, you’re missing out. We recommend looking into Riskalyze’s Fearless Week where “advisors around the world can register now to hear from some of the industry’s most well-known technology providers, asset managers, firms, and experts.” Our very own, Samantha Russell will be one of the many expert speakers! And in the meantime, read our five little things we’ve put together for your Monday morning:

1. How to Incorporate More Diversity in Your Advisor Website and Marketing [+ 10 Tips and Resources] via Twenty Over Ten

In light of the #blacklivesmatter movement, Twenty Over Ten has been working hard to use our platform to be helpful. As a company, we’re working daily to incorporate more diversity and inclusion into our workspace. It can be difficult, though, to find tangible ways to truly make a change. We’ve brainstormed and researched, eventually coming up with 10 financial advisory business-relevant ways to incorporate diversity into your practice:

  1. Start Using Stock Photos and Diverse Images That Show People of Color
  2. Consider Collaborating with People of Color for Guest Blog Contributions
  3. When It Comes to Decision-Making in Marketing, Make Sure People of Color are Weighing In
  4. When Writing Your Captions: If You Are About To Write/Say The Phrase ‘People Of Color,’ Stop And Think You Are Really Talking About
  5. Be Mindful Of Your Hashtags
  6. Share Black Businesses In the Industry and In Your Local Community
  7. Include Black Voices in Your Posts, Visuals, Partnerships and Community
  8. Ask For Permission Before Reposting an Image to your Feed
  9. Diversify Your Feed
  10. Create Authentic And Actionable Steps For a More Inclusive, Long-Term Content Strategy

Read the whole blog and start using your platform to take a stand!

How to Incorporate More Diversity in Your Advisor Website and Marketing [+ 10 Tips and Resources] Featured Image

2. The Value of Bad Days (Distraction-Proof Advisor Idea Video #194) via Paul Kingsman

A little bit of Monday morning inspiration: Don’t be too quick to forget bad days. Financial advising expert Paul Kingsman often includes inspiring and uplifting content in his videos. This week is no exception. If you’ve been having some bad days, whether it be due to coronavirus’s impact on your business, digital marketing struggles or just plain difficult clients, Kingsman encourages us not to quickly write off bad days. Instead, he says we should: 

  1. Take time to review every day; good or bad
  2. Identify what you can learn from your review. 
  3. Lessons learned from bad days equip you to better handle challenges in the future.

3. 3 Powerful Ways Financial Advisors Can Use Webinars To Get More Clients via The Advisor Coach

Contrary to what you may have previously believed, there is a way to give prospects a presentation without physically being in front of them. It’s easier than you think, too, with the power of webinars. This helpful webinar-hosting guide walks us through how to host automated webinars — not live ones — with the run-down on what exactly you need to be doing to attract and keep prospective clients. Specifically, you’ll learn: 

  1. How To Get People To Register
  2. How To Get People To Attend
  3. How To Get People To Stay The Whole Time

Read the full guide and webinar away!

Financial advisor watching a webinar

4. 6 Ways to Generate More Leads for Your Advisory Firm Without Breaking the Bank via Lead Pilot

Lead generation is the art of turning consumers into probable customers. In generating leads through your financial advisory website, you are earning more clients, also known as the ultimate goal of your website and marketing efforts. If you’re looking for ways to increase your lead generation in cost-effective ways, Lead Pilot is here to help with six ideas. We recommend: 

  1. Send a Welcome Email
  2. Use a Lead Magnet
  3. Boost Social Media Posts
  4. Use Content Segmentation
  5. Join Groups Online
  6. Don’t Give Up

Click the link for the full elaborations on each of these tips.

content segmentation examples email campaign

5. Are You Using Digital Media as a Building Block for Sales? via Sheri Fitts

What does running your financial advisory’s social media accounts have to do with building a rock wall? Turns out, they’re pretty related. This article shows how building a rock wall does not get done without some uncertainty, but the best way is just to get started. When it comes to digital marketing, some financial advisors feel like they need to be blogging, posting on all social media channels, engaging with potential clients online all while filming YouTube videos. As these “must-have” tasks quickly pile up, many advisors don’t know where to start, and ultimately end up getting started much later than they should have. 

So, take a breath, read this article, and simply “begin by beginning.” 

Sheri Fitts professional speaker

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