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Supercharge Marketing Strategies to Skyrocket Firm Growth

March 12, 2024
11:00 am

A strong marketing strategy is the cornerstone of any successful business plan.

In this webinar, Director of Product & Enterprise Marketing at FMG, Elise Lambert, and Director of Business Development at Wealthbox, Andrew Ladwig, share their marketing strategies for boosting your firm’s overall growth.

Short on time or just want the main points?

Here is your summary to skip ahead or scan through below.

Start With a Traffic Driving Website [4:35]

Your website is the most public expression of your brand.
It only takes visitors 50 milliseconds to form an opinion, so make sure your website really wows.
Ask yourself if your website passes the 5-second test, where you have five seconds to make a strong first impression.
Your website should answer the following questions: 1 - What was the page about? 2 - What do you remember seeing? 3 - Who would benefit from this service? 4 - What action should you take next?
Ensure your website has: 1 - Simple navigation 2 - Call to action 3 - Fees page 4 - Updated “About” section.

Invest in Content Marketing [9:03]

Whether you’re prospecting or you’re communicating with current clients, content is essential.
Prioritize timely content: Responding quickly to current events helps build trust and expertise (email and social media are great ways to do this.)
Build an advisor blog: Blogging boosts SEO, provides content to repurpose, and shows your expertise. Use blog posts as fuel for your marketing engine.
Consider your audience: It’s important that you find your ideal persona and tailor your content to fit their specific needs. This includes formats like videos, podcasts, and quizzes for your target audience. (Different formats work for different goals and clients.)
What content is your current client going to share with someone else?

Utilize Social Media [12:25]

Social media is a long-term investment: Do not expect immediate returns from social media. It requires consistent effort over time to see results.
Focus on quality content: Well-crafted, high-quality content will gain more traction than low-effort posts.
Zero-click content is a great way to share valuable content, and your audience won’t have to click on additional links to find the answer.
Know your audience: Create content tailored specifically for your target audience.
Use a variety of media: Mix up your posts with videos, images, audio clips, etc., to keep things interesting.

Increase Client Satisfaction with Email Marketing [15:28]

47% of people wished their advisors talked to them more frequently.
Email marketing builds relationships: Email allows advisors to communicate directly with clients to establish trust.
Focus on compelling subject lines: Subject lines that evoke emotion or ask questions have higher open rates.
Communicate consistently: Frequent, scheduled communication gives clients confidence in their advisor.

Ramp up Your SEO (Search Engine Optimization) [18:38]

Include relevant keywords in your content: Using keywords that match user intent helps pages rank higher in search results.
Regularly analyze your analytics: Tools like Google Analytics reveal what content performs best.
Optimize for local SEO: Prioritize location-based keywords and metadata to target nearby prospects.

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Supercharge Marketing Strategies to Skyrocket Firm Growth