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 Lauren Keeports Outreach

Five Little Things for Your Monday: May 1, 2017

4 minute read

It’s Monday, May 1st and what better way to kick off the new month than with this week’s Five Little Things? This post covers client portals, video marketing, SEO, and more. Enjoy!

1. Your firm’s digital experience is as beneficial for you as it is for your clients via advicent

The advent of modern digital advice enabled advisors to visualize their strategies more rapidly than ever before. In recent history, this has still been beholden to more traditional planning relationships. A client requests an update on their portfolio. An advisor generates reports and interfaces with the client on this progress. Even with this digitization of reports, the interactions are largely contingent on action and guidance by the advisor. Modern client portal applications, however, allow advisors and clients alike to engage with updates more liberally and efficiently.

Marketing resources for financial advisors

2. 5 Things You Need to Know About Video Marketing via entrepreneur

You have probably heard it everywhere: video marketing is the future — and the present. Hubspot claims that “video content in no longer an option, it’s a necessary component of any successful marketing strategy.” If you want to beat the competition and stand out in the crowd, video marketing might be your holy grail. Here are five things you need to know before you start producing videos.Marketing resources for financial advisors

3. Excessive Rank Tracking Is Ruining Your SEO Campaign: Here’s How via Forbes

The simple definition of search engine optimization (SEO) is the process of making changes on and off-site that increase your website’s rankings in search engine results pages (SERPs). The key word there is “rankings,” and it’s no surprise that almost all search optimizers use rankings as one of the main factors for determining the success of an SEO campaign. But here’s the thing: checking your rankings excessively can not only give you a false impression of your campaign’s success, but can actually compromise its potential.

Marketing resources for financial advisors

4. Local search update: ‘Best’ filter invading the local pack via search engine land

We all know good ratings and reviews are important for local businesses, and it seems they’re becoming even more so. Contributor Conrad Saam explains a new search results display that appears when queries include words like ‘best’ and ‘great.’

Marketing resources for financial advisors

5. What is the value of a ‘Like?’ via marketing land

Brands welcome social Likes, but what is their true worth? Columnist Brad O’Brien dives into the impact of a Like on a company’s bottom line and how to incorporate it into your marketing strategy.

Marketing resources for financial advisors


You may also like: 5 Newsletter Best Practices to Implement TODAY and 5 Tips To Leverage LinkedIn To Connect with Prospects