We hope that everyone’s week got off to a great start as we continue to move right along through November. Today’s “Trending This Tuesday” is a good one! We’re sharing 5 of our top articles from the past week on everything from creating a stronger first meeting to SEO tips in your email marketing and much more.

1. First Meeting Framework. Shorter Meetings = More Clients via Streamline My Practice

You want to learn a lot about your prospects while telling them about your firm, however, having shorter initial meetings actually is the best framework for financial planners. Something to keep in mind is that 95 percent of what we say in this first meeting are questions.

So, a good question to start with is, “What’s on your mind?”

This usually gets the ball rolling, and if it doesn’t you can ask, “And what else?”

By asking these simple questions, you can find out:

  1. Their tangible goals
  2. What’s most important to them
  3. Their ideal future state

Check out the video below to find out more.

2. 330. Are You Listening? Writing So Your Audience Can Hear You With Derek Pollard via ProudMouth

Does this sound familiar? You know how you can change your client’s life for the better, but you can’t quite find the words to do so. In this episode, Matt Halloran speaks with Derek Pollard, PhD, MFA, a leading content specialist and copywriter and founder of Constellar Creative. Derek shares why writing with empathy is key to sharing your expertise and empowering your audience with confidence and clarity.

Give this episode a listen and find out how you can better connect with your audience.


3. 5 Simple Tips for SEO + Email Marketing Flywheels via Moz

So, what exactly is a flywheel? It’s where you use the power of SEO to grow your email marketing list and conversely use the email marketing list to grow our SEO for more website traffic. It can be difficult to get started but as you get going, it gets easier and easier. In order to achieve your goals of boosting your SEO, follow these 5 simple tips.

  1. Incentivize sign ups
  2. Use segmentation
  3. Promote your content
  4. Incentivize sharing
  5. Do your keyword research

Check out the entire article from Moz to find out more and start boosting your SEO.

4. An Advisor Client Event Is Not a Marketing Plan via SEI

When they are done well, an advisor-client event can be a great growth tool. So, how do you plan an event that promotes growth strategy? Ask yourself these questions:

  1. Is everyone in the firm who will participate clear on the goal of the event?
  2. What is your close rate?
  3. What is your value proposition and who is your target audience? Is the event consistent with your brand?
  4. Would you go to your event?
  5. How much pre-work and post-work are you willing to put in?

If you can answer these questions well, then putting on the event would be worth your time. Find out more in the full article.

5. Get a bodacious financial advisor bio (whoo hoo!) via Sara Grillo Podcast

Financial advisor bios can be pretty bland, but yours doesn’t have to. These tips will give you a more exciting biography that actually says something and makes the prospect say that they want to find out more about your firm. Tune in to this podcast from Sara Grillo and find out how to write a stronger financial advisor bio.


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

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