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By Blair Kelly Outreach

Five Little Things For Your Monday: October 19, 2020

6 minute read
Five Little Things For Your Monday: October 19, 2020 Featured Image

We hope that you had a great weekend and that you’re ready to start the week. We’ve got some great reads to start it off right, starting with marketing automation, driving more traffic to your website, how to craft your persona and what the three biggest digital marketing mistakes are for 2020. So, brew yourself a fresh pot of coffee and get started!

1. Does Marketing Automation Make Advisors Robotic? via Iris.xyz

Using technology to automate processes and free up more time with efficiency, reliability and risk management is a great way to streamline your processes at work. When it comes to marketing, however, automation and technology is a different story. While it’s a good idea to automate scheduling when it comes to sending emails and campaigns, when it comes to personalization, it should not be automated.

So, if you are going to automate your marketing, then make sure that:

  1. It enables people to respond via the same medium that you used to reach them
  2. it is personalized

For more details on marketing automation, the entire article offers some insight.


2. Financial advisors can get more people to go to their website! via Sara Grillo

As a financial advisor, you obviously want to get more traffic to your website. CMO Samantha Russell had the chance to join Sara Grillo on her podcast to discuss how to get more eyes on your website. In today’s podcast, they are going to discuss:

  • How much of a time and money commitment it takes to increase your Google rank
  • What is long-form content?
  • A success story of a financial advisor who went from 6 clients to 50 clients using long-form content

Give the podcast a listen right here and start boosting your online presence!

Sara Grillo and Samantha Russell

3. Craft Your Persona Marketing via SEI

When you are thinking of your clients, is there a certain word or trait that comes to mind? If there is, then you have been thinking about personas and may not even know it. Many advisors still may not have a particular niche, but if you do narrow it down and serve a particular niche or audience, then you get more value for your marketing dollar plus provides you with more qualified leads.

When it comes to crafting your persona, these 5 tips can help you to identify your persona.

  1. Start with demographics
  2. What are their motivations?
  3. What is their financial knowledge and attitude?
  4. What is their community like and their personal commitments?
  5. What are their communications preference?

Find out more about each in this handy article from SEI!

Persona Marketing

4. Ruthless Advisors Succeed Sooner (Redux) (Distraction-Proof Advisor Idea Video #213) via Paul Kingsman

Being a successful financial advisor requires you to be ruthlessly clinical yet also relational with your clients. You want to execute the best that you can while also developing strong relationships.  How do you do that?

  1. Be relentlessly focused on completing all of your crucial business activities.
  2. Spend the time and energy that it takes to build deep, personal relationships with your clients.
  3. Make sure you are constantly keeping these two things balanced in order to grow a great business and be an awesome leader.

To find out more, check out the quick video from Paul Kingsman.

Paul Kingsman

5. The Three Biggest Digital Marketing Mistakes of 2020 via The Financial Brand

The world has become increasingly digital, especially amidst the COVID-19 pandemic, and it’s important to boost your marketing strategy in order to keep up.  However, here are three of the biggest digital marketing mistakes for 2020.

Mistake #1: You are under-Investing in data-driven marketing

Mistake #2: You disregard the importance of onboarding and cross-selling

Mistake #3: You miss the easy reaches you can get while using personalized marketing

When you are creating your marketing strategy, make sure to avoid these three mistakes when it comes to your digital marketing strategy.

  • Digital Marketing Mistakes

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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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