5 Email Subject Line Types Proven to Work for Advisors
Writing strong email subject lines is critical to every advisor’s email marketing strategy. In fact, according to Convince&Convert, 33% of people open emails based on subject lines alone, making the subject line a deciding factor in the effectiveness of your email. How can you write…
The Financial Advisor’s Guide to Facebook
Facebook is one of, if not the most popular social media platforms of our time. With a staggering active user base of around 2.9 billion people worldwide, it's no surprise to find that financial advisors are making use of the platform to engage with clients, market their business, and much more.…
Financial Advisor Client Communication: 4 Tips to Create Your Communication Strategy
Client communication is easily one of the most crucial elements of a successful business. Being able to efficiently and effectively communicate with clients can be the difference between satisfied customers and scathing reviews. Customers want to understand what's going on, and if a financial…
7 Social Media Post Ideas Proven to Work for Financial Advisors
Every financial advisor wants to find success on social media, whether they're doing it to reach a larger audience or want to engage with their current one. It's important to understand that social media is a constantly evolving machine that is always finding new ways to allow users and creators to…
10 of the Best Company Swag Ideas for Your Advisory Firm
You hear that word a lot when it comes to items that companies give away. Company swag is a great way to build culture and also to boost your brand presence by providing clients and prospects with something that will keep you “top of mind” when they see the item. Companies are getting more and more…
Does Your Website Pass the 5-Second Test?
Does Your Website Pass the 5-Second Test? Did you know that 55% of visitors spend less than 15 seconds on your website? This stat is so important because it means that you don’t have a lot of time to draw them to your website! First impressions are everything, and this is a very small window for…
Beginners Guide to Digital Marketing for Financial Advisors
As reported by Investment News, 25% of financial advisors plan to add digital marketing this year, and 29% of advisors have already incorporated these channels. Now let’s look at the stats for all small business owners – only 1 in 5 SMBs doesn’t use digital marketing yet. Why are advisors so much…
Creating an Eye-Catching Advisor Website Homepage
According to research from Google, it takes just 0.05 seconds for users to form an opinion about your website that determines whether they’ll stay or leave. How can you create a website that convinces a prospect to stay on your website and connect with you by email to start the journey toward…
5 Financial Advisor Motivation Tips To Keep You Going
Whether your financial advisory is a small business with just you and a part-time assistant, or you manage a bustling office, keeping you and your team motivated can be a challenge. Just like all business owners, you have to deal with the ebb and flow of business with a smile on your face. Your…
Social Media News Roundup for Financial Advisors – January 2019
The thing that’s both exciting and sometimes frustrating about social media is that it’s always changing. Yes, this means there are more opportunities to reach your clients and experiment with new types of content. But it also means the rules and options are in a constant state of flux. To help…