Market in Motion Blog


Inbound Marketing for Financial Advisors


Making Data-Driven Marketing Decisions

January 3, 2019 Branding, Content, Email Marketing, General Marketing, Live Broadcast Resources, Research & Insights, Social Media, Technology

The game of marketing your services as a financial advisor can be frustrating. This is because most marketing is done

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4 Strategies That Will Transform Your Marketing in 2019

November 21, 2018 Blogging Basics & Strategies for Financial Advisors, Branding, Client Relationships, Content, Email Marketing, General Marketing, Live Broadcast Resources, Social Media, Technology, Video Marketing, Website

The end of the year is a natural time to look back and evaluate where we are in our lives,

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Make Video Your Secret Weapon for Marketing

July 19, 2018 General Marketing, Live Broadcast Resources, Video, Video Marketing

Why do videos go viral? Because they communicate with viewers in an unforgettable way. For financial advisors, video presents a

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Advanced SEO For Financial Advisors

May 25, 2018 General Marketing, Live Broadcast Resources, SEO & Google Analytics

When it comes to marketing their services online, financial advisors have some unique obstacles to overcome. Not only are they

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Capturing Leads with Gated Content

April 18, 2018 Content, General Marketing, Live Broadcast Resources

  How many touches does it take to take a prospect from investigating your advisory to engaging your services? If

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The Return of Market Volatility

February 14, 2018 Mike's Marketing Minutes, Research & Insights

The stock market calm came to a sudden and decisive end in early February as the S&P 500 dropped more

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3 SEO Strategies ANYONE Can Do!

June 13, 2017 General Marketing

Search Engine Optimization can seem overwhelming. Many advisors starting with their marketing assume SEO is out of their league. The

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Copywriting Sample

Distill Your Niche

"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
When working with widows, there are a few first steps I recommend taking:

1. Get Organized
Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

2. Budget for a Single Income
More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."

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Consistent Messaging

"...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:

  • Preserving wealth through proactive management and appropriate strategies
  • Mitigating risk by diversifying investments
  • Assisting with the transfer of wealth from one generation to the next through strategic asset allocation and estate planning..."

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Unique Articles in Your Voice

"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."

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