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By Blair Kelly Outreach

Five Little Things For Your Monday: September 21, 2020

6 minute read
Five Little Things For Your Monday: September 21, 2020 Featured Image

Fall is officially here this week, and we are excited for some cooler weather and the return of football. Before you head into the weekend, we wanted to find some articles that we thought could help you along at your advisory firm with topics ranging from how to communicate with changing clients in our current world, tips for how to best utilize your LinkedIn platform as an advisor, how to build stronger relationships, prospecting online and much more.

1. Changing World, Changing Clients-Changing Personas via SEI

2020 has been anything but ordinary, so as our world has changed drastically, your clients probably have too. As clients evolve, it’s time to check your personas, so here are three reasons that they may need to be updated.

  1. The way people communicate has changed
  2. There are new stressors and demands
  3. Clients are facing major financial changes

If any of the above has happened, then it’s time to check-in and see what your clients need. For more details, check out the entire article.

SEI blog article

2. The Top 10 Tips for Advisers to get some LinkedIn value via Tony Vidler

LinkedIn is no longer just a static platform to display your resume but rather a place to network and find potential prospects or clients. If you are looking to create beneficial relationships on LinkedIn then there are tips that you can utilize to get the most out of this useful platform.

  • Make sure you get the PRO version of LinkedIn
  • Fill out everything in your profile
  • Use the right keywords in your headline
  • Create your summary section
  • Personalize your profile URL
  • Obtain a real email address
  • Make sure your profile has a “Wow” factor
  • Get recommendations
  • Try and get endorsements from colleagues
  • Send a welcome message when you make a new connection

LinkedIn is an incredibly powerful platform when it is used correctly, so make sure you are making the most of it. To find out more about each tip, read the entire article from Tony Vidler.

LinkedIn tips

3. Building Strong Client Relationships for Financial Advisors via Three Crowns Marketing

When it comes to the wealth industry, there is a max of two degrees of separation. In today’s podcast, Craig Chintron, CFP® discusses how he helped to build a practice management group for a wealth management RIA. From there, he discovered TD Ameritrade where he is able to combine his passions for fintech and help advisors create stronger relationships with their clients.

Building Strong client relationships three crowns marketing

4. 7 Ways Advisors Can Connect With Prospects Online via Iris.xyz

In this video, Samantha Russell caught up with Iris to discuss how important a website is when it comes to connecting with prospects online. Creating a strong connection online has become even more important as we have been social distancing for the last six months during the pandemic. So, when advisors are visiting your site, here are seven things that you should do in order to make a connection with them.

  1. Make sure you write your bio is in the first person.
  2. Use colloquial language.
  3. Use a video of you saying hello.
  4. Be funny. Humor can go a long way.
  5. Make sure you are addressing their problems.
  6. Be explicit about the solutions to your problems
  7. Tell stories in your website copy

The video below can provide more details.


5. How to Use EAT to Outrank Your Competitors on Google [Infographic] via Social Media Today

SEO is a key factor when it comes to any effective digital marketing strategy, so how do you make your firm’s website stand out amidst all of the searches? Within all the different factors that Google considers when perfecting its ranking system, one of them gives Google feedback on how accurate and helpful their search results are.

This is where E-A-T comes into play. E-A-T is an acronym for Expertise, Authoritativeness, Trustworthiness, and these factors help you to assess the usefulness of the information provided by webpages to searchers. This is part of the criteria that helps Google to rank its results, and the handy infographic below can help determine if your website has what it takes.

EAT on infographic

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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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