Five Little Things For Your Monday: March 15, 2021

Happy Monday! We hope that everyone is rested up and ready to start the week, especially after the time change yesterday. It can be hard to wake up and get going after losing an hour of sleep but don’t worry, this week’s Five Little Things article is sure to wake you up and get you started on the right foot. From what your clients really need from you to the best social media platforms for growing your business, we’ve got you covered.

1. What Do Your Clients (Really) Need Right Now? via Absolute Engagement

The needs of your clients should ultimately drive your client experience, and those needs are constantly changing. But what do they need from you right now? These four steps break it down for you, with a full recap right here.

• Step 1: Invite direct input and help create the full client experience
• Step 2: Change the client conversation in real-time
• Step 3: Add personalization to enhance the experience
• Step 4: Evolve your client experience

Find out more in the full article or recap.

2. The 3 Biggest Ripoffs in Financial Advisor Marketing via The Podcast Factory

If you want to improve your marketing and attract more leads then there are a lot of “experts” that are willing to help you. Of course, many of them are legitimate but you have to be wary and find someone who you can trust. In this podcast, find out who the “ripoffs” are who the experts are that will really give your marketing strategy the boost that it needs.

Give the podcast below a listen and start driving more leads to your website.

3. 10 Questions to Ask Before You Publish a New Blog Post via Cision

See the original post on Beyond Bylines.

You put a lot of work into creating a blog post, and they are also a crucial part of creating your advisor website, so before hitting publish, you want to make sure everything looks good. Here are 10 questions that you should ask yourself before you publish your next blog post.

1. Is the post’s format consistent?
2. Have you proofread?
3. Does your post contain at least one shareable image?
4. Do you have titles and alt texts in your images?
5. Are you using the correct keywords?
6. Did you check your links?
7. Is there at least one call-to-action?
8. Would the post appeal to you?
9. Is the content easy to understand?
10. Are you proud of your post?

For more insight into each, check out the full article and infographic below.

4. Co-create onboarding via The Client Driven Practice

As an advisor, you want to have more engaged clients, but how can you start that earlier on in the relationship? You start by giving them a say during the on-boarding process. If you are a forward-thinking firm, then you involve clients in the experience of working together. Let them choose how often you meet and how you communicate, and the earlier that you involve them, the better. To find out more on how to make this a smooth transition, check out the entire article.

5. The 8 Best Social Media Platforms to Market Your Business in 2021 [Infographic] via Social Media Today

A strong social media strategy is crucial to driving traffic to your advisor website, but if you are looking to grow your business, then which platforms are the best? The infographic below breaks down each.