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By Blair Kelly Outreach

Five Little Things For Your Monday: November 1, 2021

5 minute read
Five Little Things For Your Monday: November 1, 2021 Featured Image

It’s the first name of November, and the holiday season is right around the corner! We are excited to kick off the month with a Five Little Things article, where we are covering everything from transforming your sales and marketing cultures to mastering the art of storytelling and more.

1. 4 Ways to Transform Your Firm’s Sales and Marketing Culture via Advisorpedia

Many boutique advisory firms will gladly spend money to upgrade their portfolio management technologies but when it comes to upgrading your marketing strategies and technologies, too many times, firms are resistant to change. So, how can you change this? Here are four ways to start the process:

  1. Encourage portfolio managers to be the public face of your firm
  2. Push wholesalers out of their comfort zone
  3. Stop using compliance as an excuse for stopping marketing
  4. Harness your marketing department’s full potential

Find out more in the article.



2. Episode 75: The Art of Storytelling – A Blueprint via The Advisor Lab

The art of storytelling matters, and that is evident in shows, movies, commercials, etc. Brands are built on storytelling. Tune in to this episode, as they dive into how to tell a better story tactically within the financial advisor space.

The Advisor lab

3. The Reason You Don’t Meet Most of the Referrals That Are Made via Absolute Engagement

According to Investments & Wealth Institute, about 42 percent of clients say they provided a referral in the last year, and advisors report meeting referrals from about four percent of clients. But, why is there such a large gap? It comes down to the lack of introductions that are being made. There is a big difference between a referral and an introduction, so make sure you keep this in mind when getting referrals for your firm. Get more insight in the blog.

Referrals for clients

4. How to foster engagement and loyalty without compromising on price via MarketingWeek

Companies are exploring the effectiveness of using reward-based promotions versus discounts today. And marketers are using reward-based promotional tactics to try and find out how to maximize effectiveness and profitability, retention, and loyalty strategy. So, when trying to find out the best way to grow engagement, here are a few things to keep in mind:

  1. Compete on value, not price
  2. Use meaningful data and insights
  3. Recognize the importance of choice

Get all the insight in the article from MarketingWeek.

MarketingWeek article

5. Should you become a cryptocurrency financial advisor? via Sara Grillo

As digital assets get discussed more and more, many advisors wonder if they should start offering cryptocurrency advice. At the moment, there are not too many cryptocurrency advisors. So, as an advisor expanding yourself to offer this service will really help you to stand out from the competition. Before you get started, here are some questions to ask:

  • Who do I want to do business with?
  • Can I take on this risk?
  • How knowledgeable am I about cryptocurrencies?
  • Does my platform support this or will it be in the future?
  • Am I prepared to communicate with clients and handle their emotions if/when their positions go down?
  • Do I see a long-term future in crypto?

Find out more in the article from Sara Grillo, as she discusses the pros and cons of offering this service.

Sara Grillo blog

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About the author

Blair Kelly

Blair is a social media strategist for FMG Suite and 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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