It’s the week after Thanksgiving, so we’re sure people are starting their Christmas🎄decorating already! We know that this is the time of year when things start to get really crazy with all of the family events, parties, Christmas shopping and end of year reports at work. Before you get too overwhelmed, sit back and enjoy the season, as well as, our top five favorites articles of the week on the topics of technology, processing and marketing.
This day and age, technology is such a huge part of your financial advisory firm. Advisors are always searching for the next big thing when it comes to gadgets, as integrating technology into your firm not only makes things easier for you, but this also frees up your time so that you can spend more time creating systems that work better for you and your clients.
In this week’s podcast🎙, they will be speaking about the importance of technology integration with tech strategist, speaker, consultant, and founder of RIA Oasis Kristen Schmidt. To get pointers, check out the image below!
You work hard all year long and before you know it, it’s the holiday season and the end of the year is quickly approaching. Hopefully, you started your end of year planning months ago, but when you get busy, this is not always the case. How do you ensure that you are prepared for 2019 and that you can improve your processes?
Check into the framework of improvement, it can be easier to succeed if you focus on one thing rather than creating a multi-step plan that designed to tackle multiple areas of weakness. If problem-solving is clean and simple then this is the most effective.
If you are to bring this framework into an advisory practice, then ask yourself these questions.
1. What is the one thing that our firm could do to improve customer service?
2. What is the one thing our firm could do to improve our financial planning process?
3. What is the one thing we can do to make the time spent in review meetings more valuable?
To find out more tips, click on the image below!
Influencer marketing has been huge this year, as more of firms’ budgets are being allocated to it, regulations, and enhanced reporting. It combines both art and science, but how do you go about doing that? When you are trying to go about doing this, there are some overarching themes that you need to keep in mind.
So, what are the top five influencer marketing trends going into 2019?
1. Influencer Become Entrepreneurs
2. Disclosure of Sponsored Content
3. Influencer of Podcast
4. Fighting Fake Followers
5. Gaming Influencers
For simplified information, check out the infographic below!
The most significant challenge for marketers is knowing what data is relevant. There is such a wealth of knowledge out there now, but marketers need to make sure that they are using the information skillfully in order to be the best company that they can be and raise the bar on the customer experience.
Marketers need to know how they are engaging with customers and constantly striving to gain new ones while also continuing to offer the best experience to their current clients. Trust is at the center of everything in this industry, so that is definitely what you need to build your team on.
To find out more on how to effectively market in this day and age, then check out the image below!
For many years, people have been saying that social media is going to be the demise of the use of search engines to find information. When it comes to seeing the best way to succeed in SEO then consider the factors where social media is rising and in places where search engines still remain dominant.
1. Check out mobile and maps.
2. Voice search is still developing.
3. Search does still live on, and they don’t see it going away anytime soon.
Check out the image below for more information!