Harness the Marketing Power of the Financial Advisor LinkedIn Summary
Your advisors meet new prospects every day. Fifteen years ago you would have told them to give each new contact a business card, but now your advice has changed. The best advice to give to advisors who will be connecting with new prospects? Work on your financial advisor's LinkedIn summary! The…
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…
LinkedIn Marketing for Financial Advisors
Harnessing the Power of LinkedIn for Financial Advisors According to a 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 the most…
4 Things You’re Doing Wrong on Social Media
Why is it that with marketing, you never quite know if you're doing it right? Like many elements of business, sometimes you just have to try, test, see results, and adjust as needed. On our blog, we talk a lot about tips for improving your social media presence, following, content, and likability.…
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…
Social Media Marketing for Financial Advisors
Social media is a long-term strategy, an investment in your marketing. It does not provide immediate results, but brings benefits with time. In this blog post we will look at the benefits of social media and some strategies to help you acquire these benefits for your business. The Benefits of…
Brand Engagement for Financial Advisors
What is Brand Engagement for Financial Advisors? Brand engagement is the process of building an emotional and intellectual bond between a consumer and a brand. Maintaining a brand that connects with your potential clients via touch points along the client journey that aligns with your core values…
Master Account-Based Marketing in 5 Steps
How to Use Account-Based Marketing for Financial Advisors Account-based marketing (ABM) requires investing quite a bit of time with setup, but can result in significant ROI for those who dedicate the time to master it. If you’re ready to dive into ABM to scale your growth and revenue,…
What Mistakes Have You Made With Your Social Media Marketing?
In this week's Marketing Tip, the Marketing Box calls out our social media vulnerabilities! We own up to some of our past social media marketing mistakes so you don't have to make them yourself. Marina handles a lot of our social media marketing and she shares that one mistake she has made in…
We Made These Four Social Media Mistakes (So You Don’t Have To!)
Social media marketing is an ever-evolving strategy that companies, both big and small, are always working to adapt. And in adaptation, there are going to be mistakes. But luckily, social media mistakes offer great learning opportunities to improve your strategies. What better way to learn than to…