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By Blair Kelly Outreach

Five Little Things For Your Monday: October 4, 2021

6 minute read
Five Little Things For Your Monday: October 4, 2021 Featured Image

How is it already October?! We hope everyone had an awesome weekend and you’re ready to start the week off right. For our first Five Little Things article of the month, we’re going to be sharing tips on the five common elements of a best advisor website, the path you can take to develop a niche market, tips for hosting an awesome hybrid event and much more.

1. Five Common Elements of the Best Advisor Websites via Advisor Perspectives

Every great advisor site shares similar features to help attract clients, from well-designed homepages to personalized copy, calls-to-action and more. So, how can you design a website that ensures you are driving as much traffic as possible to your website? Chief Evangelist of FMG Suite and Twenty Over Ten, Samantha Russell shares 5 things that you should do to really stand out online.

  1. Create a homepage that passes the five-second test
  2. Provide different CTAs for different customers
  3. Focus on your audience, not your firm
  4. Understand how to build a connection
  5. Include a fees page

For insight into each, be sure to check out the entire article.

Advisor Perspectives

2. Episode 72: The Path to Developing Your Niche: A Conversation with Meg Bartelt via The Advisor Lab

In this episode, hear from Meg Bartelt, founder, and lead planner at Flow Financial Planning, a practice focused on women in tech.

Hear why Meg pivoted to going after a specific niche, what were some of the trials and tribulations when building the niche, and how she finally found her rhythm. It’s a great episode you don’t want to miss!

The Advisor Lab

3. How Leading Digital Brands Have Mastered the Client Experience via SEI

We all have our favorite digital brands, and the experiences that we have with those brands will impact our expectation for others. As we continue through 2021 and into 2022, there are some key things to keep in mind, and they are going to be:

  • Hyper-personalization: This is going to be key, as a “one size fits all” is no longer going to cut it.
  • Frictionless: It should be elegant, easy, simplified and mobile-first.
  • Gamification: Implementing gamification has the power to enhance customer engagement, broaden awareness of new products and services and influence behaviors.
  • Education: Make sure your brand is personalizing and engaging.
  • Social Media: Brands need to be more engaging and go beyond simply posting a picture or liking a post.

Check out the entire article to find out more.

Digital brands

4. The Value of Authenticity – Stephanie Bogan on the Becoming Referable Podcast via The Client Driven Practice

In this podcast, learn how advisors can be authentic and confident, and achieve success and deliver meaningful value to clients. The conversation will include:

  • The power of high-performance happiness
  • The three types of value advisors deliver
  • How a clear vision makes for easier decisions
  • How fear gets in the way of asking for referrals
  • The AM-PM rule to follow when it comes to Centers of Influence

Be sure to give this podcast a listen and get all the insight into being more authentic.

The Client Driven Practice

5. 5 Steps to Hosting an Undeniable Hybrid Event via Red Zone Marketing

We have all been forced to pivot during the pandemic, and that includes events. From the way they are held to the way events are attended, the entire industry looks different than it did before 2020. One type that has become popular is the hybrid event. So, what exactly is that?

Well, it is one that strategically incorporates in-person and virtual elements to be all-inclusive and allow all interested parties to attend whether that be virtually or in-person. How can you host them? Here are five steps that work.

  1. Bucket your hybrid event categories
  2. Secure the in-person venues
  3. Choose the best tech stack
  4. Market your event for your specific audience
  5. Keep attendees engaged before, during and after the hybrid event

For insight into each, be sure to check out the entire article.

Redzone Marketing


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About the author

Blair Kelly

Blair is a social media and marketing coordinator 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

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