Happy February! It’s hard to believe that January has come and gone, but we are excited to kick off another month with a “Trending This Tuesday” article. In today’s roundup, we’re covering the five essential advisor marketing funnels all the way down to social media tactics. We can’t wait to see what’s in store for this month! 

1. The Five Essential Advisor Marketing Funnels via Advisor Perspectives

In today’s digital world, a marketing funnel is how financial advisors attract ideal prospects, engage clients and more. So, what are the essential aspects that every advisor needs in their marketing funnel?

Here are the top five marketing funnels that advisors can leverage.

  1. Lead magnet funnel
  2. Webinar funnel
  3. Consultation request funnel
  4. Client cross-sell
  5. Referral marketing

To find out more about each, be sure to check out the full article from Advisor Perspectives.

2. The Most Effective Email Subject Lines for Financial Advisors via Twenty Over Ten

According to HubSpot, 78% of marketers have seen an increase in email engagement over the last 12 months. The pandemic has changed the time that we spend online, but some things remain the same and that is the effectiveness of email marketing.

And according to Convince&Convert33% of people open emails based on the subject line alone. So, how can you get more opens and eyes on your emails? In this blog from Twenty Over Ten, they share the six types of email subject lines you should share.

3. CMOs, put these 4 trends at the top of your agenda for success this year via Search Engine Land

What trends are shaping business and marketing and where should CMOs put your focus in 2022? Here are four ways to gain an advantage in the coming year and beyond.

  1. Understand the cost of ineffective communication and work to adapt and scale so that you can work more efficiently in the coming year.

  2. Use CX as a growth driver and make sure you are delivering exceptional experiences.
  3. The rise of employee empowerment will ensure that you are engaging customers and employees for a better experience.
  4. Prioritize the human connection to meet customer and employee needs.

The past couple of years have brought big changes, and these are going to be game-changers in 2022 and beyond!

4. 3 Easy Steps to Get from Start to Finish with Video Marketing via Idea Decanter

Video marketing is an incredible way to connect with your audience, however, like many things it requires planning. So, here are three high-level steps to go from start to finish with your video marketing.

Step 1: Plan

Step 2: Record

Step 3: Share

For a breakdown of what each step entails, check out the full article.

5. How to Elevate Your Social Media ROI [Infographic] via Social Media Today

Are you looking for ways to boost your social media marketing in 2022? If so, then Social Media Today shared a great infographic that shows how to elevate your social strategy and get more ROI for your efforts.


Struggling to find the time to update your clients and prospects on everything happening with the markets and economy?

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