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By Savannah Brunette Outreach

Five Little Things For Your Monday: October 2, 2017

4 minute read

October is here and we’re starting off this month with a great Five Little Things post. We’ve rounded up articles on financial advisor planning and marketing that will start your week off right. Check out #4 for some insight from our Director or Sales and Marketing, Samantha Russell.

1. 3 Benefits of Having a Centralized Planning Process via Advicent

Advisors have their time maxed out by trying to capture new business, meet the needs of existing clients, and dealing with the disruption of the DOL fiduciary rule. Advisors do not have the ability to spend a significant amount of time on planning processes. Here are three ways that advisors will benefit from implementing a centralized planning process.

Centralized Planning for Financial Advisors

2. 5 Top Tips to Target Your Niche Better with Video via FPA

“The riches are in the niches,” is a saying that’s still true. When you specialize in a narrow niche, it opens up broad opportunities for you. There is so much abundance in the world, and paradoxically the best way to gain a wide open field of opportunity is to go deep into one narrow area and become a rock star expert in that specialty.

When you focus on a niche, it makes everything easier. You’ll attract and capture clients more easily because you’re perceived as an expert; you’ll know where to find your ideal client to market to them more effectively; and you’ll become world-class in your level of service because you’re focused on one thing that you do extraordinarily well.

Practice Management and Video

3. Content Marketing Examples, Part III: Grab Them with Infographics via FiComm

It’s time for more real-world examples of content marketing. In this post, I’m going to talk about infographics.

And to be honest, talking about infographics is all most people do. The industry loves the idea of infographics—images that combine the technical data and text that advisors adore with a graphic visual that’s actually fun for readers to follow. Problem is, too few advisors are actually using them. It’s time to fix that.

Content Marketing with Infographics

4. The Ins and Outs of Authentic Marketing via Advisor Advertising

In the noisy world we live in, many brands often lose sight of their goals to keep up with an ever-changing landscape. Now more than ever, it is essential for brands to stay grounded to their purpose. For those in the financial service industry, staying authentic to your brand can result in new clients, stronger credibility and clientele growth—but, how do you market your brand as an authentic one?

We chatted with Samantha Russell, director of marketing and sales for Twenty Over Ten, about what exactly authentic marketing is, and how to channel it for your brand. Here’s what she had to say…

Samantha Russell and Authentic Marketing

5. How Marketers are Stepping Up and Taking Control of Media via Marketing Week

Media transparency has become a major issue, but brands including Pernod Ricard, O2 and B&Q are taking steps to ensure they have more control and a better understanding of where their spend is going.

Marketers Taking Control of Media


You may also like: DIY Headshot Tips for Financial Advisors and Creating Better Connectivity With Clients and Your Audience