Happy Tuesday! Can you believe that Christmas is only 4 days away? We know that everyone is busy with the hustle and bustle of the upcoming holiday, so take the time to slow down and check out five of our favorite marketing and financial articles from the week so that you can close the year out strong. From creating a content process that works to creating stronger SEO content and more, this article is a “must-read.”

1. 8 Steps to Creating a Repeatable Content Production Process for Your Firm via Three Crowns Marketing

You know by now how important content creation is, whether it’s in the form of blogs, emails, newsletters, social media, etc. They all work together to showcase your brand. But, on top of everything else that you have going on, how can you create content that markets your firm without taking up too much of your time? Having a repeatable process helps, and here are eight steps to creating a process that works for your firm.

  1. Plan out your editorial calendar
  2. Pick your next topic
  3. Get a subject matter expert’s opinion
  4. Create an article outline
  5. Write and revise
  6. Optimize for SEO
  7. Edit your work
  8. Publish it

For insight into each step, be sure to check out the full article.

2. How To Become An Unforgettable Advisor via Streamline My Practice

As a financial advisor in 2022, how are you going to stand out from your competitors and gain more clients? In this video, learn exactly how you can become an unforgettable advisor and turn more of those prospects into clients.

3. 4 elements that help create compelling SEO content via Search Engine Land

When it comes to the Google algorithms, people are being pushed to create more compelling SEO content that caters to humans rather than algorithms. Content that is high-quality and addresses the needs of the audience both effectively and efficiently is becoming the standard for content. So, how can you create more compelling SEO content? This article offers up four ways, so check out the full article to find out.

4. Financial Advisors Should Fear This Competitor via The Podcast Factory

If you have ever watched a prospect sign with one of your competitors, then you are not alone. In 2022, how can you ensure that this doesn’t happen and grow your client list? Today’s podcast shares insight, such as:

  • How robo-advisors might skyrocket your business and send you red-hot leads
  • The “indirect competitors” that steal your prospects while you’re not looking
  • What air conditioning in retail shops can teach you about becoming the best advisor in your niche
  • Disney’s “On Stage” strategy that makes their customers’ experience magical—and how to use it to create a client experience that keeps them around for years

Tune in to learn more!


5. Episode 80: Prioritizing Your Health, Mindset, and Life to Grow Professionally via The Advisor Lab

In this episode, Diana Britton, Managing Editor of WealthManagement.com, and host of The Healthy Advisor podcast share how she’s helping advisors build a more meaningful life. She dives into the struggles and stories of financial professionals and by taking a step out of the day-to-day, she shows how they are able to prioritize other areas in their lives in order to grow in their business. Tune in to see what you can do in 2022 to create a more meaningful personal and professional life.


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