Happy Tuesday! We hope that everyone had a wonderful holiday and that you are ready to kick the year off right. Learn the best practices for newsletters, strategies for getting marketing and sales to work together and much more so that you can strive in the new year.

1. Newsletter Best Practices for Financial Advisors via Twenty Over Ten

We receive emails every day. In fact, the average office worker receives around 121 emails every workday. So, what is the result? We only open emails of high value. In order to get your newsletter opened in 2022, you will want to emphasize this value, and further update your newsletter to showcase it, and here are 5 newsletter best practices that can help with this.

  1. Set a goal and schedule it
  2. Always test
  3. Personalize design and message
  4. Keep it short
  5. Provide clear and immediate value

To learn more about each tip, be sure to check out the full article.


2. Twitter Publishes 2022 Planning Guide to Assist in Your Tweet Strategy via Social Media Today

As of the second quarter of 2021, Twitter has 206 million monetizable daily active users worldwide, so how can you stand out on this saturated platform? Twitter has published a new 2022 planning guide to assist in your tweet strategy so that you can excel in the coming year. Learn how below.

3. Proven Strategies That Help Your Sales and Marketing Teams Work Together via Advisorpedia

Sales and marketing team alignment makes a lot of sense, and in most small-sized professional services firms, they work very well together. But as companies grow, it can be common for sales and marketing to fall out of sync, which can lead to losses in visibility, profitability, and growth. How can you ensure that this doesn’t happen? The following article weighs in.

4. Eight Marketing Hacks for the Holidays and Beyond via Advisor Perspectives

It’s hard to believe the holidays have come and gone, and as we kick off 2022, it’s important to take a look back at your marketing accomplishments from 2021 and plan for the year to come. To get that started, here are eight marketing hacks for the holidays and the coming year.

H is for HTML

O is for organic

L is for LinkedIn

is for inbound

is for direct mail

is for audience segmentation

is for your why

is for subject matter expertise

So, what do each of these mean for your marketing strategy? Check out the entire article to find out.

5. Using Practice Technology As A Competitive Advantage via Tony Vidler

The goal of any financial advisor is to stand out from the competition, so how can you compete strategically?

  1. Do new things the competitors are not doing
  2. Decide not to do things that everyone else is doing and taking for granted
  3. Do the same things as everyone else, but much much better than them
  4. Do the same things as everyone else, but much cheaper than them

Tony Vidler offers more insight in this article.


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

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