facebook twitter instagram linkedin youtube thumbs-up thumbs-down

Subscribe &
Stay Connected

Join our newsletter to get useful tips and valuable resources delivered to your inbox monthly!


By Blair Kelly Outreach

Five Little Things for Your Monday: October 26, 2020

6 minute read
Five Little Things for Your Monday: October 26, 2020 Featured Image

Can you believe it’s already the last Five Little Things article of October? It’s been a great month here at Twenty Over Ten, and we hope that it has been for you, as well. We wanted to share some articles on connecting with clients remotely, how to grow your local SEO during the times of COVID-19, getting started in the right direction when it comes to launching your business, learning from your mistakes and writing tips for financial advisors. Enjoy!

1. Developing New Clients Remotely via WealthManagement.com

Connecting with new clients has been difficult amidst the coronavirus pandemic, as much of it has had to be done almost completely virtually.  It can be harder to really develop a bond over Zoom call, however, it’s still a necessity to do so. One way to do this is to cultivate relationships that you have with existing clients already.

For the most part, advisors are still looking for clients virtually, even if their staff is back in the office, so find out how they are navigating these unprecedented times to connect with clients.

Developing clients

2. The State of Local SEO: Experts Weigh in on Industry-Specific Tactics via Moz

The pandemic changed the way that we engage with local businesses across all industries. Experts weighed in on different ones that were affected and that includes the financial services industry.  Local Search Analyst at LOCOMOTIVE, Amanda Jordan, weighed in on best practices that the financial services industry should exhibit, and those are:

  • Ensure your Google My Business listings are using COVID posts to share information on ways that you are keeping your clients safe.
  • Some advisors created COVID landing pages for their visitors
  • Posts focusing on coronavirus-related services and products have performed well during this time.

For more information about this plus insight into other industries, give the entire article a read.

Industry specific tactics

3. Clarity on “what to do” begins with these 3 areas via Shauna Mace

When you are trying to do more and grow your business, it can be easy to feel uncertain about what to do next. When trying to figure out what to do next, it is easy to be fearful of the next move and in turn, do nothing.  So, in order to avoid this and get started, there are 3 things that you can do, and those are:

  1. Figure out what your business goals are and what you want to achieve
  2. Narrow down your target audience
  3. Where are your current strength and opportunities?

For more on breaking down each of these and starting to develop your business growth, check out the entire article from Shauna Mace.

Clarity on what to do

4. Learning from Failure via SEI

The COVID-19 pandemic has taught us all the need to be resilient, and that the fear of failure minimizes your firm’s ability to succeed and grow. As a professional, you learn quickly that failure is a part of the journey. It’s up to you to learn from those failures and apply them so that you can succeed.

Do things that will set you up for success, such as:

  • Be open
  • Learn from people who have gone before you
  • Take collaboration vs. presentation into account
  • Run ideas by executives to see how they will react
  • Pre-sell to constituents
  • Run test pitches with colleagues and leaders
  • Read your audience and be ready to change course if necessary

The article offers some useful insight on how to make the most of your mistakes so that you can succeed in business.

Learning from failure

5. 7 Writing Tips for Financial Advisors via Financial Planning Association

As a financial advisor, it’s important that you are creating quality content that you can provide to your clients and prospects. However, with everything that you have on your plate, it can be difficult to get started, so here are 7 writing tips to kickstart your content creation.

  1. Just start writing
  2. Keep it simple
  3. Remove excess words and remember that less is more
  4. Try to avoid qualifying phrases
  5. Use Intriguing and Descriptive Headlines
  6. Break your information into more easily digestible sections
  7. Anticipate and answer your reader’s questions

Financial Planning Association

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

We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).

Get All The Details Here

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.

Twenty Over Ten Showcase

"The Twenty Over Ten website continues to deliver results, both in activity, and more recently in client acquisition."

Josh Null - Gulf Coast Financial Advisors

Schedule A Demo

Don't Miss Out

Get all the latest news and exclusive marketing resources straight to your inbox.

✓

Lucky You - You're In!

We’re flattered you want to get to know us better. And now that you’re on our list, we’ll get to know you better too! Happy reading 😁