It’s hard to believe that Memorial Day is already coming up this weekend! Before you hit the beach, pool or lake for the long three-day weekend, take some time to peruse the weekly round-up of some of our favorite marketing articles before you head out on vacation.
Having a polished website is an important asset to your financial planning firm’s digital marketing strategy. If you don’t know if your current website is up to par then it’s likely it might be time for a redesign. At Twenty Over Ten, we believe your website should attract and engage customers. And in the highly digital world we live in today so many decisions are made online, which is why it’s so crucial your online presence remains current and relevant.
To start, content is not just for blog posts. Read this tip, as well as, eight other awesome pointers for when it comes to marketing in the financial world.
Whenever I talk about content marketing, people tend to immediately think about blog posts. I think that the thought of writing blog posts leaves a bad taste in people’s mouths because they think back to high-school, where they tried to rush together a term paper before the deadline.
Blog posts are an incredibly powerful way to build your business. After all, companies that blog get much more traffic than those that don’t. If you get more eyes on you, your services, and your company, you make more money. It’s really that simple.
Kristen Johnson, vice president of marketing for Fidelity Clearing and Custody Solutions, presented both a Part I refresher and the latest installment of ‘Own Your Space Part II: Stand Out in a Crowded Market’.
The practice management session emphasized the need for RIAs to stand apart in this competitive market. Kristen detailed a step-by-step “how to” process for building a powerful narrative to tell your own story. The primary focus on messaging and website strategy to better capture the attention of a target market.
Part I refresher, ‘Own Your Space’ approach consists of three-steps aimed at taking client acquisition strategies to a new level:
As the financial industry has evolved towards a comprehensive, financial planning service model over the past decade, many of the advisors we speak with have developed a systematic process to review a new client’s holistic financial picture as a critical first step. The vision: aligning insurance, investments, taxes, estate planning and more can help reduce redundancies or short-comings to ultimately create an optimal financial plan, unified with clear goals.
Marketing’s influence is important to make sure that new offerings fit with a strategy determined by customers’ needs, so companies aren’t stuck trying to sell something for which there is no demand. But brands have to balance being insight-driven with being able to launch products that no focus group would ever think to suggest.