facebook twitter instagram linkedin youtube thumbs-up thumbs-down

Subscribe &
Stay Connected

Join our newsletter to get useful tips and valuable resources delivered to your inbox monthly!


By Elizabeth Ritger Outreach

Five Little Things for Your Monday: November 6, 2017

5 minute read
Five Little Things for Your Monday: November 6, 2017 Featured Image

The holiday season is officially here! As the decorations go up, don’t forget to add a little something extra to your marketing strategy too. Here’s some of our favorite blog posts of the week to get you started.

1. Six Steps to a Great 2018 Marketing Plan via FPA

It’s not too early to prepare to rev up your marketing machine for 2018. To help you get started on your marketing plan and calendar, here are six steps we recommend.

FPA client generating video

2. #1 Marketing Tactic of Top Advisors Via Top Advisor Marketing

Kirk and Matt dive into the deep end of marketing tactics for a niche advisor. It’s important when developing your brand and business to capitalize on small markets, whether its government employees, blue collar business owners, or adventure junkies, catering your brand to your ideal clients is the best way to get them through the door. Matt and Kirk explain all of this while walking you through the 10 reasons to have a niche persona.

3. SEO Ranking Factors in 2017: What’s Important and What’s Not Via Search Engine Land

As technology advances, search engines can refine their ranking algorithms to better determine relevance and return results that better align with searcher intent. Because these ranking algorithms are constantly being improved and refined, search engine ranking factors are always evolving. Factors that might once have had a huge impact on search rankings may no longer matter all that much, and new ranking factors (such as mobile-friendliness or HTTPS) can emerge to reflect changing technologies and user behaviors. So, what are the most important ranking factors today, in 2017? A panel at SMX East, “SEO Ranking Factors in 2017: What’s Important and What’s Not,” sought to answer that question. This panel featured data from large-scale studies performed by SEMrush and Searchmetrics, as well as case studies and practical advice for adapting your SEO strategies to current realities.

4.Automating Client Communication via Advicent

Client communication is very important in today’s financial planning world, and communication between advisors and their clients is simply not happening enough. Additionally, clients are unsure of what kind of information should be communicated on a regular basis.

5.Marketing Analytics: Three Common Data Pitfalls via Forbes

When you’re as data-driven as I am, working at a data company is really satisfying because analytics are embedded in every department. In fact, when I started writing this piece, I reached out to my marketing colleagues about common pitfalls with data and they very quickly filled my inbox with responses. In my last post, I talked about how marketing as a function is becoming more data-driven (even though PR specifically still has a ways to go). Although marketing departments are rapidly evolving, we’re all still learning best practices surrounding when data is an asset — and when it can be a liability. So I went straight to the source — some of the most data-driven marketers in the industry — and asked them where they see the biggest data mistakes and what they would do differently.

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

You may also like: Top 25 Google Ranking Factors for Financial Advisors and 4 Terrifying Pop-Up Form Mistakes That Scare Prospects Away