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By Blair Kelly Outreach

Five Little Things For Your Monday: May 31, 2021

5 minute read
Five Little Things For Your Monday: May 31, 2021 Featured Image

It’s hard to believe that today is the last day of May and also our last Five Little Things article for the month. We hope that you can take away a few tips to implement into your marketing strategy from these 5 articles. From how to get more referrals to tips on how to give your LinkedIn strategy a boost, we hope you enjoy today’s blog!

1. Getting more referrals than ever during the pandemic – InTandem Financial on the Becoming Referable podcast via The Client Driven Practice

The pandemic had a huge effect on how we connect with prospects and clients, however, InTANDEM Human Resources had a year of unprecedented growth. How did they do this? By truly engaging with their clients. They began to systematically elevate client service which turned into huge growth through the pandemic. In this podcast, find out how their growth has come from creating a way to virtually meet and connect with the community.

Give the podcast a listen to learn some tips on how to do this.

The Becoming Referable Podcast

2. Financial advisor follow up emails that rock! via Sara Grillo Podcast

These examples of awesome financial advisor follow-up emails can provide some insight into how to correctly email a prospect after the first meeting.

Listen to the podcast for tips on how to best do this!

Sara Grillo podcast

3. How Advisors Strengthen Client Relationships And Keep Clients Happy via Streamline My Practice

It’s one thing to get prospects that become clients but once you get a client, it’s imperative that you keep them happy and work on strengthening their relationships. According to a study from YChart, the more that clients hear from advisors, the more confident they feel. A great way to do this is by recording a simple video and follow this template:

  1. Family Update
  2. Financial Reminder or Tip
  3. Housekeeping
  4. Giving Story

For additional insight on strengthening your client relationships, you can watch the clip right here.

4. 9 Tips To Help Create More SEO-Friendly Content [Infographic] via Social Media Today

A successful SEO strategy is about partnering with Google in order to achieve the best search results for your users. Google’s algorithms are constantly changing, so it’s important to understand what they are looking for as you are creating content. The 9 tips in the infographic below are sure to help boost your rankings so that you appear higher in search engines.

Social Media Today

5. LinkedIn introduces Event Ads and “boosted” posts via Search Engine Land

LinkedIn has introduced Event Ads plus the ability to “Boost” organic posts from within a brand’s page. This is going to change up social media marketing, giving advisors more flexibility to connect with their audience on this social platform.

Boosted posts allow brands to get their message out to a larger audience without having to learn or use any new marketing tools. This is going to be especially useful if want to promote a one-time event or launch a new product

Want to find out more about events ads and boosted posts and how this can help your strategy? Check out the full article.

Boosted posts on Linkedin

Struggling With What Content to Share on Social Media or via Email?

We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month-to-month plans).

Get All The Details Here

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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"The Twenty Over Ten website continues to deliver results, both in activity, and more recently in client acquisition."

Josh Null - Gulf Coast Financial Advisors

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