As a busy financial advisor, we know how challenging it can be to get all your various tasks at hand completed. This is where hiring and utilizing a marketing intern comes into play. If you’re looking to boost your productivity, enhance your social media, and have a fresh set of eyes to generate new innovative ideas to boost your brand awareness, then utilizing a marketing intern is just the thing you need to transform your business.
Watch our webinar replay below to learn what it takes to seek out and hire the right intern to help skyrocket your advisory firm’s marketing strategy.
TIMESTAMPS FROM THE WEBINAR
0:00 – Housekeeping
1:34 – Poll questions
3:17 – Introduction to the comprehensive guide: The Complete Guide to Using an Intern to Help Market your Financial Advisory Business
4:01 – Poll results
4:55 – Introduction to Samantha Russell (host)
6:32 – Hiring an intern – what’s in it for your business?
7:41 – What’s in it for the intern?
8:31 – Internship job description (also included in The Complete Guide to Using an Intern to Help Market your Financial Advisory Business)
9:58 – How to find an intern for your business: the recruiting process
11:42 – Posting your job description to find the right intern for your business
14:13 – The importance of having clear and concise objectives for what your intern should be doing
16:17 – The three tasks your intern can handle
18:49 – Using Content Assist for your interns to create more content for your website
21:17 – Overview of 10 Blog Post Ideas that Let Clients (And Prospective Clients) Get to Know You Better to help you get ideas on what topics your intern could write about
22:53 – What your intern will be doing for your social media
23:48 – Creating a monthly editorial calendar for social media
25:46 – Social media scheduling such as Hootsuite, CoSchedule, and Twenty Over Ten’s new tool, Lead Pilot
27:11 – Overview of a research topic planner
29:09 – The best types of projects an intern could help with
29:40 – How an intern can help you create an annual report, whitepaper, or guide using Canva
30:39 – How an intern can help you generate social media graphics
31:43 – How an intern can create Infographics using Canva
32:30 – How an intern can help set up email marketing templates and put together newsletters using a tool like MailChimp
34:01 – Ask your intern to interview professionals to be featured on your blog
36:41 – The tech tools that your intern will need: Lead Pilot, Slack, Evernote, Hootsuite, Zoom, Canva, Constant Contact, and MailChimp
39:52 – Introduction of Lead Pilot and it’s features
43:29 – Questions and live office hours: digital marketing Q&A on September 17 from 1pm – 2pm
57:15 – Closing remarks
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 14-days completely free (even on our month to month plans).
