facebook twitter instagram linkedin thumbs-up thumbs-down

Subscribe &
Stay Connected

Join our newsletter to get useful tips and valuable resources delivered to your inbox monthly!


By Paige Jones Outreach

Five Little Things For Your Monday: March 11, 2019

4 minute read
Five Little Things For Your Monday: March 11, 2019 Featured Image

Happy Monday! We hope you’re well-rested from the weekend and are ready to take on the work week ahead! 💪 Kick the Monday blues by catching up on the latest tips in landing pages, digital marketing, and locking in potential clients during the first meeting.

1. 8 Landing Page Mistakes To Avoid At All Costs [Infographic] via Social Media Today

When it comes to marketing and advertising campaigns, landing pages can be a great way to attract attention to your campaign and draw in a specific audience. Perhaps most importantly, they’re also fantastic for lead generation, something we’re sure almost every advisor is looking to improve upon. When making your own landing page on your advisor site, stay far away from these 8 mistakes!

2. Top 10 Digital Dos for Wealth Advisors via eMoney Advisor

It’s 2019 – are you on social media yet? If you think that social media is only for sharing vacation photos or displaying a static resume that you occasionally update when you’re searching for a job, it’s time to think again. Wealth managers and other financial professionals are not exempt from using social media platforms to build their personal brands. We know it can sound intimidating, so use these 10 tips to get started!

3. 5 Tips to Creating a Memorable (And Engaging!) LinkedIn Presence via Top Advisor Marketing

Your LinkedIn profile needs to be more more than professional, it also needs to be memorable! Use these 5 tips from Top Advisor Marketing to perfect your LinkedIn profile to make it stand out to industry leaders and potential clients!

4. What a Hostage Negotiator Can Tell You About Introducing Yourself to a New Client via The Client Driven Practice

You have ten seconds or less to engage a prospective client and establish credibility. Telling them your qualifications won’t work. You need to win the trust of someone who may be predisposed to be cautious of you to secure their willingness to engage in your process. How would you do it? Hostage Negotiator Christopher Ross has some tips to help.

5. Competition? Stay Cool [Video] via Paul Kingsman

If a prospect lets you know you’re only one of several advisors they are considering, it’s okay. Don’t panic. Here’s a rundown of Paul’s tips for staying cool 😎

  • Plan in advance the words you’ll say when you hear this.
  • Know how you will respond and how you will move on.
  • Respond confidently; don’t let this throw you. If they don’t want to work with you, they’re not a good fit for your business.