Attracting Leads with Video Prospecting
Financial advisors are constantly evolving within their industry and how they do business. At first, it was making cold calls and hoping you could convince someone to give you a chance. Now it's different, it's about connecting and keeping clients engaged. Nothing is as simple as making a single…
A 3-Step Guide to Measuring Your Social Media Marketing ROI
ROI, or Return on Investment, is a term marketers and business owners use to define how much money or engagement they are getting from their efforts. While traditionally “return” referred to a dollar amount, with social media marketing it can refer to a number of things. In this post, we set out to…
Selecting the Best Images for Your Social Posts
Social media involves interacting with clients, potential prospects and other financial advisors. This means that it's essential to do everything possible to increase engagement and get your name out there. After all, the whole point of being on social media is to grow your audience, which is where…
Financial Advisor Website Showcase: Navis Wealth Advisors
For today's Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. We asked Letizia handpicked questions about the firm, its strategies and it's processes. It was great to talk with Letizia and hope you enjoy her answers as much as we did. Modernize Your Website…
5 Ways Financial Advisors Can Optimize Their Videos for Facebook
Even though a new social platform seems to launch every day, Facebook still reigns supreme in audience size. And when it comes to the most effective way to communicate on Facebook, video is still your best option. Video is an engaging, dynamic medium that enables you to sell the emotional aspects…
5 Social Media Trends that Will be Important in 2022
One of the biggest challenges with social media marketing–the rules are constantly changing. Attitudes and preferences can change without a moment’s notice. For advisors who want to utilize this powerful tool, staying current with social trends is essential. Here are five trends social-media…
Financial Planning for Millenials: How to Connect With a Younger Generation
Did you know that only 34 percent of millennials with less than $1 million net worth and only 24% of millennial millionaires use a financial advisor? Whether these statistics are caused by millennials' skepticism of financial advisories or a perception that they don't have enough assets to worry…
Instagram and Financial Advisors: What You Need to Know
Instagram is one of the top social media platforms in the world — but should financial advisors use Instagram? This is a question our marketing specialists get all the time. Instagram makes it easy for a business to find new clients with targeted marketing, gain insights into their audience, and…
How to Generate Leads with Content Marketing
How to Generate Leads for Financial Advisors Lead generation for financial advisors used to be a tedious endeavor that consumed a lot of valuable time. But with the advent of digital marketing, you can harness powerful tools that are more efficient and more effective for growing your business. From…
LinkedIn Marketing for Financial Advisors
Harnessing the Power of LinkedIn for Financial Advisors According to a 2019 Putnam Investments survey, around 80 percent of advisors find new clients using social media sites, and, on average, those new client pickups added nearly $4.9 million in assets. Social media continues to grow as one of…