Trending This Tuesday, November 8, 2022
Happy Tuesday! We hope that everyone had a great weekend and start of the week. Let's keep it going with a "Trending This Tuesday" with reads on how to keep your social media marketing strategy on track, how to be a video start and whole lot more! 1. How to Keep Your Social Media Marketing…
YouTube’s New Handle System
YouTube has taken over the internet as its number-one source for video content. Hosting over two billion active users in 2022, it’s not hard to see why so many financial advisors choose to upload to the site. As popular as it is, it's no surprise that YouTube is looking for new ways to evolve its…
Trending This Tuesday, November 1, 2022
Happy November! 🍂 We hope that everyone had a great Halloween 🎃 and to help you focus after all that trick or treating and candy, we thought a "Trending This Tuesday" would do just that. From tips on social media engagement to creating customer personas and more, this article is a great way to kick…
Meet the Team: Dylan Connors
It's time for our next "Meet the Team" blog! We caught up with Marketing Strategist, Dylan Connors. When he isn't helping advisors with their marketing strategies, he is training to be an officer in the Army! Talk about the ability to multitask. To learn more about Dylan, be sure to check out our…
Trending This Tuesday, October 25, 2022
Happy Tuesday! It's the last "Trending This Tuesday" of the month, and we wanted to close it out with some great reads. From the biggest mistakes that advisors make on social media to image optimization, giving great feedback on content and more, be sure to check out this spook-tacular roundup. 👻…
How to Create a Customer Persona That Fits Your Business
Knowing your clients and their needs is the first rule in the financial advisor field. But how well do you really know your customers? Surprisingly, you most likely don't know them as much as you should, which is one of the biggest marketing mistakes. Not having a deep understanding of your client…
Trending This Tuesday, October 18, 2022
We're less than two weeks away from Halloween 🎃 but there's nothing spooky about this roundup. From tips for creating awesome blog posts to maximizing your videos on social and more, we've got a lot. Let's dive right in! 1. 8 Tips For Creating Amazing Blog Posts via Advisorpedia Content is king,…
How Much Time Should Advisors Devote to Marketing? What to Prioritize (And What to Skip)
Time has become such a valuable asset that people have coined the phrase "Time is Money." Because of this, financial advisors have to plan how much time they're willing to devote to different aspects of marketing. They must choose to focus more heavily on strategy or execution. This choice can be…
Trending This Tuesday, September 20, 2022
We're moving right along, and fall is officially here in just two days! It's hard to believe, but as we approach Q4, we wanted to share some helpful articles to keep your marketing moving strong to close out 2022. From blogs on creating helpful content to lead generation tips and more, this roundup…
Meet the Team: Elizabeth McArdle
It's time for another "Meet the Team" blog! And for this one, we caught up with Customer Success Coordinator, Elizabeth McArdle. When she isn't looking for ways to better serve our clients, she loves traveling with her family, headed to the beach, crafting and a lot more! To learn more about…