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6 The Missing Steps in The Buyer’s Journey

We all know the Buyer’s Journey.  As a refresher, it’s the mental phases someone goes through when they decide to purchase something.  Many financial advisors spend a large amount of their marketing efforts trying to attract prospects. Prospects fall into three stages. In the first stage, prospects…

The Communication Pyramid

In my last blog, It’s Good to Be Content King, we spoke about several rules advisors should follow when building a communication plan. Those rules are a great place to start, but where will all of that content come from?  The good news is there is a final rule for that too, and it’s something I…

It’s Good to be Content King

Imagine sitting down at your desk and opening your email app.  More than 100 unread emails are sitting before you, waiting to be opened. Some are from unsubscribed newsletters, some are from wholesalers, some are from marketing agencies looking to improve the SEO of your website, and some are from…

A Financial Advisor’s Guide to Inbound Marketing

Imagine you’re a taxi driver. If you leave your car parked in your driveway, what are the odds someone is going to knock on your front door asking for a ride? It isn’t going to happen. Taxi drivers need to take their cars out and drive through town. They have to put themselves where the people are.…

8 Reasons Why Relevant Advisors Embrace Digital Marketing

Here is a fact: The world is constantly changing. Here is another fact: If advisors don’t change with it, they will be outpaced by their competition and robo-advisors. Digital marketing used to be complicated. In the beginning, understanding how it worked almost required a doctorate in computer…

The Evolution of Storytelling

From campfires to glowing screens, humankind has always been searching for the next big story to tell using the day’s best technology. Though it is millennia later, these principles are still the key to successful digital marketing and brand growth.  In the beginning, stories were mostly about…

7 Simple Steps to Super-Size SEO for Financial Advisors

If the term “Search Engine Optimization” makes you feel anxious, you’re not alone. Traditionally, SEO for financial advisors has been associated with complicated coding in the back-end of a website. It seemed like something best left to the technologically-advanced. The truth is, the days of…

3 Benefits of Content Marketing for Financial Services Professionals

In the digital age, the secret to growing a financial advisory is no longer seminars and mailers. Instead, it’s content marketing. When seeking to select a financial services provider, clients and prospects look for informed sources who take time to educate them on the topics they need to know…

How to Use Original Content to Gain More Clients

If you’re looking for ways to set your financial advisory apart from the competition and reach new leads, content marketing is the answer. ‘Marketing’ doesn’t mean simply pitching your products or services. By using original content, your financial advisory provides an avenue to offer relevant and…

How Advisors Can Map The Journey From Prospect to Client

Financial Advisor Prospecting Ideas That Work Are All About Timing   Coming up with prospecting ideas for your client journey map doesn’t have to be complicated. When you take the time to learn more about your prospects and clients and how they move through the phases of the client journey, you…

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