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By Lauren Keeports Outreach

Five Little Things for Your Monday: June 5, 2017

6 minute read

It’s the first Monday of June and what better way to kick off the week and the new month than with today’s Five Little Things? This post covers CRM platforms, SEO, and niche marketing- check it out!

1. Five Essentials of a Working CRM Solution for Advisors via t3

Regardless of the story of origin for your advisory practice or its standard operating procedures, it’s a safe bet you share at least one trait common among successful advisors: the pursuit (beyond growing your AUM) of building a lifetime relationship with each and every one of your clients. Not only do lengthy relationships empower you to grow your clients’ portfolios, but also generational asset management provides security for your practice.

For the future-focused and client-centered advisory business, efficiency is one of the most important qualities staff can develop to assist with their relationship-building efforts. By using a Customer Relationship Management (CRM) program, firms can effectively and efficiently record day-to-day operations, view historical client interactions and communicate with customers in a variety of ways, all from one central hub. Here are some of the essential benefits a CRM should bring to your practice.

Marketing resources for financial advisors

2. How to Read Google Search Console Crawl Stats for Maximum SEO Power via neil patel

We don’t know about you, but we’re always looking for ways to enhance our SEO. Neil Patel has been in digital marketing for more than 10 years now. He’s heard thousands of people say, “SEO is dead!” Yet it continues to thrive. And it’s still a super important part of any website’s health. That’s why we like finding new, interesting, and/or little-known methods to improve SEO. Today, Neil Patel shares an SEO technique that isn’t heard about often, but can do a lot for you. It’s the Crawl Stats feature of Google Search Console.

Marketing resources for financial advisors

3. Niche Isn’t Enough: How Financial Planners Need to Market Now via Kristin harad

For the past decade, Harad has listened as financial advisers tell her they are afraid if they pick a niche and speak to one target audience, they will lose out on opportunities. Financial planners get nervous about pigeonholing themselves, so they keep their options open, and do not commit to the type of client they serve. Alas, they wonder why they are still in the same place—working too hard for less return than they expected—after all of these years.

If you’re been in business awhile and you’re serious about increasing the revenue in your financial advisory practice, decreasing the effort you invest, and discovering higher fulfillment overall, you need to attract better-suited people to your practice. Don’t worry, she won’t ask you to select your niche, and let you get away with “women in transition” or “men 5-10 years from retirement.”  No, not if you want to move the needle. You are going to pick your high value hyper target.  Here’s how.

Marketing resources for financial advisors

4. Alexa and Siri are changing search: 5 steps to stay on top via marketingtech

The enthusiastic adoption of voice activated personal assistant technology has put voice search queries in focus for search engine marketers. Google CEO Sundar Pichai has stated that 20% of all Google searches are now voice searches. Bing claims that the voice search component makes up 25% of all searches on its network. We all know Google and other search engines don’t create the answers to the questions consumers ask; organizations, bloggers, and brands do. To supplement their search engine results, many brands have invested in creating unique pieces of to cover specific topics that are typed into search engines.

While that’s still a solid strategy, we should all consider devoting time and resources on answers questions consumers have spoken into their devices. Given that Amazon sold out of the Echo well before Christmas, we can conclude consumers have embraced the voice-activated personal assistant. It’s likely that these products will start to permeate our workspaces, homes, vehicles, and even holiday destinations in the coming years. Here are 5 steps to stay on top.

Marketing resources for financial advisors

5. 10 Free Marketing Tools Every Entrepreneur Can Use via entrepreneur

If you’re an entrepreneur just getting started, you know the meaning of a budget. You also probably know that in order to get your business idea off the ground, you have to reach your chosen audience at the right time. To help you do this cheaply, without compromising the quality of your marketing efforts, here is a list of the top 10 free marketing tools every entrepreneur should know.

Marketing resources for financial advisors

You may also like: 13 Common Website Mistakes and What’s the Best Social Media Scheduling App For Your Business?