Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. 

1. The Top 10 Visuals for Prospect & Client Meetings in 2023 via YCharts ?

Powerful visuals can help better explain your point and boost engagement. YCharts is sharing the top ten visuals that advisors can include in their prospect and client meetings this year.

?Key Insight

This advisor resource can help to illustrate important investing concepts to clients and prospects, ranging from the power of staying invested long-term to choosing the right portfolio allocation during retirement.

Get your free resources here

2. 7 Ways To Optimize Your Google Business Profile To Get More Local Traffic via Advisorpedia ?

Of course, you want to boost SEO and rank higher online, and a great way to do this is by optimizing your Google Business profile. Advisorpedia is sharing seven tips for optimizing your profile so that you rank higher in local search. 

?Key Insight

We’ve seen the best performing Google Business Profiles include more specific company information, including photos, a description, location and hours. This can make a difference in your first online impression. 

Read the full article here

3. Starting a Podcast in 2023 via Three Crowns Marketing?

If you’re looking to get started with a podcast but don’t quite know where to begin, here are some handy tips for gathering your equipment, editing your episodes and then spreading the word. 

?Key Insight

A podcast is a great way to connect with your audience in a conversational way while showcasing your expertise. In fact, over 155 million Americans regularly tune into podcasts, making for a great opportunity for a broader reach. 

Learn how to get started here

4. How One Firm is Testing a New Social Platform to Land New Clients via Financial Planning ?

Northwestern Mutual recently launched a quiz on Pinterest aimed at engaging with millennial women and promoting financial literacy. It hopes the quiz will help break down barriers to financial planning and encourage more women to take control of their finances

?Key Insight

This idea caught our eye as a creative way to connect and test out a platform not leveraged much in the industry. And considering 92% of financial planners who use social media for business purposes report that it has helped them get new clients, it’s an important part of marketing to stay in front of clients and prospects.

Read the full article here

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

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