Can you believe there’s less than a month left in 2018? As you prepare your business strategy for 2019, we wanted to re-share some of our most-read blog posts from this past year. Hopefully, you’ve picked up some helpful digital marketing, social media, and content creation tips from our blog this year. In case you missed them, here are some of our most popular ones!
If you’re looking to boost your digital game in 2019, make sure to sign-up at this end of this post to receive even more marketing tips straight to your inbox. Together, we can crush 2019! 💪
One of the first questions we get when working with new financial advisors is “can you send me some of the best websites built for other financial advisors?” As a financial advisor, odds are you haven’t had a ton of experience working with design elements. When it comes to making design decisions, we understand that often the best way to start is to get inspiration from what others have done.
Like we always do, we whipped up a lot of website redesigns in 2017! If you’re having trouble coming up with your vision, check out our top ten favorites from last year! And while you’re at it, check out our most recent top five list from this fall.
Starting a business is exciting, but also nerve-racking! Before starting any kind of business it’s necessary to put in the research to set off on the right foot. In this guest blog, Executive Business Coach Arlene Moss shares six steps to changing the world one client and one family at a time. For those of you who already have a successful financial planning business, these tips could help you improve your advisor business and stay ahead of the game. Here’s a sneak peek on what you’ll need to do:
- Define your niche
- Find like-minded advisors
- Decide on your structure and service
- Connect with your centers of influence
- Be patient
- Be accountable
You can never have too much inspiration! At Twenty Over Ten, we work with many different advisors and broker-dealers, but no two projects that we are tasked with are the same. Our tailored websites capture the originality of the advisors we work with, and it is seen in each individual website our team designs. This roundup is another list of our all-time favorite designs we’ve worked on. Even though they’re 2 years old by now, these sites show the timeless value of a well-designed website.
These advisors traded their outdated websites for hot, new designs last summer! 🔥 From video, to form integration, to stunning design, this top five best financial advisors’ website roundup does not disappoint.
These sites had some spring cleaning done and came out with fresh, new designs. Whether you’re looking to just refresh or completely revamp your advisor website, here are a few more examples at some projects we’re proud to give you new ideas!
This roundup includes our top five advisor websites from the very beginning of 2018. These advisors got a jumpstart on their online presence in 2018 by redesigning their websites at the beginning of the year! A great digital strategy starts with a stellar website – so follow their lead for the upcoming year!
As more and more clients find advisors digitally, it’s important to know how to authentically connect with an audience online. The projected growth of financial advisors in the US is 30% from 2014 – 2024. Increased competition means there’s even more emphasis on trust. So how do you stand out and form trust digitally? We have a wild suggestion: be yourself! Keep these tips in mind:
- Be authentic
- First impressions matter
- Informality can go a long way
- Share your story
- Personalize, personalize, personalize
As a financial advisor, LinkedIn (along with your website and other social media channels) is your new first impression. If a potential client is seriously considering you to become their financial planner, they will often look beyond your website to places like LinkedIn. However, it is no longer enough to just have a LinkedIn profile, you need to have one that’s optimized and engaging. Follow these five steps to perfection:
- Choose your photo wisely. We have an entire blog on DIY headshots to help give a professional touch to your LinkedIn profile. Check it out!
- Create an informative headline.
- Personalize your LinkedIn address.
- Include a summary. We also have a blog on what your LinkedIn summary should (and should not) include! Get to writing with these tips.
Connecting with clients through technology has become essential in any effective marketing plan. However, we understand that this can be a complex puzzle for financial advisors. Rules and regulations are constantly changing but we always do our due diligence to stay updated and make compliance simple for clients. Currently, one of the most important pieces to compliance is archiving, which needs to be integrated into any online communication.
In this article, we outline a few of our favorite archiving tools (for websites, social media, email, and text messaging communications) from our platform, Smarsh, ArchiveSocial, Global Relay, and PageFreezer. They’ll make your archiving a breeze.
We also just formally introduced a suite of new features to make compliance oversight easier than ever. Check out Providence here!
It’s no secret that images are one of the most engaging and important components of digital marketing, but unless you’re willing to pay significant costs for access to a database, trying to find good quality, high-resolution images can be incredibly time-consuming and as a busy financial advisor, you don’t have that luxury. Since you need to make your website, blog and social media posts reader-friendly with the ability to drive traffic to your site, how do you go about finding the perfect images for free?
Throwing just any stock image up on your content won’t do anything good for you. However, there are plenty of free, high-quality stock photo resources online. You can use them on your blog, Canvas for social posts, or even on your advisor site. This blog gives a list of some of our favorites and how to use them. Here’s the rundown of the list:
- Negative Space
- Fancy Crave
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