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By Blair Kelly Outreach

Five Little Things for Your Monday: October 12, 2020

7 minute read
Five Little Things for Your Monday: October 12, 2020 Featured Image

We hope that everyone had a wonderful weekend and had the opportunity to get outside and enjoy this weather. As we are almost two weeks into the last quarter of 2020, however, it’s time to buckle down and take on the week ahead. If you are looking to redesign your advisor site, then our first article from Riskalyze is sure to inspire. Marketing in a rut? We’ve got some strategies that are working right now and will give your marketing the boost it needs. Enjoy!

1. The Top 20 Advisor Websites of 2020 via Riskalyze

It was already important to have a strong online presence as a financial advisor, but 2020 has made that even more important, with so many networking events canceled this year. When done well, a strong advisor website serves as a very important marketing tool for your firm, so that you can connect with prospects and engage with clients.

An advisor website should have at least three main purposes, and those are:

  1. To introduce the services that you offer
  2. Gain trust with your leads and clients
  3. Gather information from the leads landing on your site

We wanted to showcase the top 20 websites of the year from Riskalyze, so to check them out and gain some design inspiration, read the full article!

Best advisor websites of 2020

2. How Advisors Are Operating in This Era of Uncertainty -September Data Results via Red Zone Marketing

Red Zone Marketing did research from September 15-21, sponsored by Incapital, in order to find out how financial professionals are adapting and changing in response to the crisis conditions that we have been experiencing.

Some of the key findings are that the marketing strategies that are being utilized are producing new clients. Additionally, there is some uncertainty for financial professionals as to when they will be meeting in person again, or if they will continue to prospect virtually.

As far as marketing strategies, go the ones that are producing the most clients are:

  1. Referrals without asking
  2. Asking for referrals
  3. Email marketing
  4. Virtual events

Some other questions that were asked are:

  • Are Virtual Prospect Meetings Working?
  • When Will Advisors Meet with Clients Face-To-Face?
  • When Will Advisors and Their Teams Fully Return To The Office?
  • What Are the Largest Barriers To Success?

To find out the answers to these questions, check out the entire article.

RedZone Marketing

3. 3 Of My Favorite Marketing Strategies That Are Working Right Now via The Podcast Factory

There are many different marketing strategies out there, but how do you ensure that you are utilizing one that works for you and your firm? In this podcast, they are going to discuss 3 marketing strategies that really work for financial advisors. Some other useful tidbits that will be discussed throughout the podcast are:

  • Why other advisors’ “best practices” can kill your marketing results. (2:26)
  • A marketing channel the leading consulting firm McKinsey & Company called “40 times more effective than Twitter and Facebook combined”. (4:18)
  • How to make more money on social media without losing a single client. (8:30)
  • The “one-to-many” marketing strategy which multiplies your lead flow and gets your clients on autopilot. (9:41)
  • Why response rates on LinkedIn are falling (and how to turn this into an opportunity). (10:58)
  • Why most LinkedIn content is hot garbage—and how to be a hero to your target market instead. (11:49)
  • How to get your best clients to refer their wealthy friends to you without being annoying. (13:32)

Give the podcast a listen for all the details that you need to boost your current marketing strategy.

The Podcast Factory

4. 3-Steps to Control Your Professional Progress with Your Brand via Shauna Mace

When it comes to your career, do you feel stuck or helpless? This is the case for many women at work, especially since 71 percent of women do not feel in control of their careers according to a 2016 Deloitte global survey of millennials. So, how can you gain control of your career and develop your brand?

  • Know your strengths
  • Understand your gaps
  • Showcase your strengths in ways that are relatable (and searchable)

When it comes to controlling your brand, check out the entire article so that you can take away some key facts to help you develop your personal brand.

Shauna Mace bog

5. 3 Digital PR Tenets for Excellent Outreach via Moz

Getting mentioned in a big publication is a great way to build credibility as a company or a financial advisor. When it comes to getting in the news and having your content or company featured on publications, what are some best ways to do that? Keep these three things in mind:

  1. Remember that research and relevancy are not negotiable
  2. Keep in mind that personalization matters
  3. Makes sure your emails are short and straightforward

Take your PR efforts up a notch by reading the entire article.

  • Digital PR Moz blog

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

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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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