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By Savannah Brunette Outreach

Five Little Things For Your Monday: September 4, 2017

5 minute read

We hope you enjoy this long Labor Day weekend! Don’t worry about taking this Monday off, as we’ve rounded up the latest marketing news for you while you were away. Read below to learn more about building client relationships and turning prospects into customers through technology.

1. Four Ways to Manage Advanced Technology via Wealth Management

Technology is changing the landscape of many professions, and financial advisors are no exception to this change. However, knowing how best to leverage these advances, and understanding the way they can help grow your business, is one of the biggest challenges. To help you get started, here are a few guidelines to follow as you consider how, when, and what technology can help make a difference for you and your firm.

advanced technology data and numbers

2. 3 Advisors with a Great Digital Media Presence via eMoney Advisor

You’ve probably heard a million times how important it is to have a website or a blog. You hear it at the conferences you attend or read it on the blogs you visit (like this one!). It’s been reiterated so many times that it’s become white noise to you at this point.

Well, I’m happy to say I’m not going to lecture you about how crucial it is for an advisor to have a digital presence in the financial industry.

What I will delve into, however, is what a good digital presence actually looks like and how you can improve upon the digital foundation you’ve already built.

emoney advisors with a great digital media presence

3. Maintaining high-touch communication with clients via Advicent Solutions

A familiar saying that one often hears in sales is that it is “a numbers game.” A common belief shared by business people is that the more an individual attempts to connect with clients and prospects, the greater chance of success in making a sale.

In truth, there many factors that come into play that determine sales success – timing, quality of interaction, reputation to name a few. Conversely, one can also argue that too much communication – that idea that your unwavering persistence will prevail – can actually be counterproductive.

millennials on phone

4. The new rules of distribution in an omnichannel world via Marketing Week

Reaching customers with the right product at the right time requires an effective distribution strategy, which becomes all the more important in an always-on, multichannel environment.

Distribution may not be the sexiest aspect of a marketer’s job, but it is certainly one of the most important and should be a key part of any brand strategy. It is arguably even more critical in today’s omnichannel world, where numerous direct and indirect, online and offline channel combinations are at play.

omnichannel marketing smart phone city background

5. If You’re Not Converting Visitors to Customers, Blame These Common Landing Page Copywriting Mistakes Via Entrepreneur

Most marketers approach landing page strategies with the wrong mindset. After they’ve spent all their time and money on paid search ads, social media marketing and acquiring incoming traffic, they assume that designing the perfect landing page will be as simple as throwing together a few words and pictures.

Unfortunately, just like every aspect of your marketing strategy, a good landing page design is all about establishing the correct combination of crucial elements — like the recipe of a cake. You need to consider everything from the layout of the page and placement of your CTAs, to the color pallet that you want to use to make an emotional impression.

notebook and smart phone


You may also like: 5 Tips to Optimize Your Site for Voice Search and 4 Common Copywriting Mistakes We See Financial Advisors Make.