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.
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.
“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.
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.
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?
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.