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By Blair Kelly Outreach

Five Little Things For Your Monday: March 22, 2021

7 minute read
Five Little Things For Your Monday: March 22, 2021 Featured Image

Where is the time going? It’s hard to believe we are almost through with March, but we’re so glad that spring is finally here! Hopefully, we’ve all adjusted to the time change by now so getting up hasn’t been quite as difficult. If you still need a jumpstart, settle in with this week’s Five Little Things article for some top tips on building a stronger advisor website, defining your prospect’s journey and much more.

1. 5 Elements Your Advisor Website Is Missing That Are Costing You Revenue via Advisorpedia

When you create an advisor website, you want to ensure that it drives leads so that you can ultimately get more clients. But, do you feel like you are doing everything right but still aren’t getting the types of leads that you were hoping for? Chief Evangelist, Samantha Russell weighs in to discuss these five elements that your website is missing and may be costing your revenue.

  1. Calendar Link
  2. A “Start Here” Page
  3. Site Speed
  4. SSL Certificate
  5. Freemium

Add and check on the five things above and it will really do wonders for your website’s lead generation.


2. Define Your Prospect’s Journey with Distinct Touchpoints via Red Zone Marketing

In order to improve your user experience, you need to have some type of strategy that helps to lead your visitors where you want them to go, which will lead to more conversions. As an advisor, it’s important to build touchpoints in order to guide your prospects. Here are some common examples of a prospect journey:

  1. Exposure
  2. Web Search
  3. View social media profiles
  4. Visit the website
  5. Read Blogs
  6. Sign up for a newsletter
  7. Check social media updates
  8. Download a guide
  9. Attend a webinar or listen to a podcast
  10. Schedule an appointment

The above shows the type of journey that advisors would like their prospects to follow so for more tips on how to get them to do this, check out the full article.

Red Zone Marketing

3. 4 Simple Ways To Spice Up Your CTAs via Perfectly Planned Content

When it comes to your marketing, people like to have an easy path to follow and if your site isn’t structured to answer the questions of your visitors and keep them engaged, then they will more than likely leave your website. An effective way to drive your leads is by including calls-to-action on your site to entice your readers to find out more and want to “take action” that will lead them further down the sales funnel. So, how do you make them intriguing? Here are four ways.

  1. Use actionable and descriptive language
  2. Use eye-catching visuals
  3. Check the placement
  4. Make sure they are optimized for mobile

To find out more, check out the full article from Perfectly Planned Content!

Spice up your CTAs

4. Social Media for Advisors: Get More Engagement from Repurposing Content via SEI

Creating content on a regular basis is important to drive traffic to your advisor website and boost engagement, however, as a busy advisor we get that it can be difficult. One way to remedy this problem is to repurpose your content. So, if you create a blog for your audience, then you can pull pieces from that piece and then use it across multiple platforms. For example, you can:

  • Use some lines that you can put out on Twitter
  • Create a graphic that you post on Instagram or another platform to highlight the post
  • Repurpose the blog content into a video

There are multiple ways to get more legs out of your posts, so check out the full blog to get more insight.

Repurposing content

5. How to Make Virtual Meetings Thrive for Planning Clients via Advisor Perspectives

The pandemic forced us to change the way that we connect with others and while it took some adjusting, many have found it more beneficial in the long run. Connecting virtually has saved many people time allowing them to be able to use that time elsewhere and to be more productive. When it comes to making the most out of your virtual meetings, keep the below tips in mind.

  1. Use a simple background and do not use a virtual background
  2. Keep microphones on for small meetings
  3. Remove distractions that can create “Zoom Fatigue”

For more insight, check out the full article.

Advisor Perspectives

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About the author

Blair Kelly

Blair is a digital marketing assistant at Twenty Over Ten and has a passion for uncovering what drives online traffic and the highest engagement. She follows more animals on Instagram than humans and her greatest achievement is her daughter, Grey.

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