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By Blair Kelly Outreach

Five Little Things for Your Monday: October 15, 2018

6 minute read
Five Little Things for Your Monday: October 15, 2018 Featured Image

It finally feels like Fall! There’s nothing like stepping outside this time of year and having weather that actually feels like it’s October and not still August. We hope that you found some time to get outside this weekend and enjoy it, but while you get back into the swing of things for the week, check out our top articles on CRM, SEO and client relations.

1. How to Implement a CRM That Actually Delivers via Think Advisor

Customer Relationship Management is a pertinent part to running a successful advisor business. It’s so important to be able to monitor how your business is doing, keep track of your clients, increase efficiency and ultimately make your company more profitable. How do you best do this?

1. Start With a Solid Plan
2. Get Your Staff’s Cooperation and Buy-In
3. Set Smart Goals for Your CRM System
4. Create an Implementation Plan
5. Provide Solid Training and Support
6. Maximize Your ROI in CRM

To find out more on how to implement an effective CRM system, then read below!

2. 9 Reasons Why Your Website Might Not be Showing Up on Google [Infographic] via Social Media Today

Driving traffic to your financial advisor website is so important, because if you are missing out on gaining visitors, that is less of a chance to turn leads into customers. How do you ensure that your SEO is up to par? Social Media Today has nine reasons as to why your website may not be popping up as often as you might like! Here are a quick rundown of the reasons:

1. Cloaking
2. Spam
3. Spammy structure markup
4. “Free hosting”
5. User-generated spam
6. Keyword Stuffing
7. Duplicate content
8. Doorway pages
9. Unnatural Links

For more in-depth details on each of these reasons, check out the article below.

3. Encouraging interaction and engagement in the client onboarding experience via Advicent Solutions

When you are first meeting with a new client, it is important to put your best foot forward. You need to be both engaging and flexible to their needs, as this first impression is so necessary to form a long-lasting client-advisor relationship down the road.

Being able to change topics easily and show that you are knowledgeable in all the fields that they ask shows that you are truly engaged and will be able to help them with any bumps in the road that they may encounter.

To find out more on how you can encourage interaction and engagement, read on below!

4. Voice search isn’t the next big disrupter, conversational AI is via Search Engine Land

Voice search is something that we discussed at the 2018 FPA Annual Conference in Chicago as such an important part of consumer behavior. It has been a major trend for 2018, but doesn’t seem to be going away anytime soon.

What is something that you may not know as much about, but is really making a splash? Conversational AI. There are many similarities between the two, however, there are some things that set Conversational AI apart from Voice search. Interested in finding out how these two tools stack up against each other? Read on below!

5. How Healthy is Your Workplace Financial Wellness Program? via Wavelength Financial

Having a workplace financial wellness program is something that is growing in popularity, and that’s a great thing considering how many people worry about financial problems and “what-ifs” everyday. But are they really helping?

While many people said it helped immediate issues such as budgeting and tackling debt, employees wanted something a bit different. Some topics that were addressed included:

1. Are the Steps Provided Easy Enough?
2. Is There Enough Content on Investing?
3. More Guidance, More Confidence
4. Liability Prevention for the Plan Sponsor
5. Is There a Link to Professional Help?
6. The Evolution of Financial Wellness Programs

Ready to find out more on how you can provide your employers with the financial wealth they really want? Read on below!

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