How the best financial advisers build trust

As children, we were taught to always tell the truth. Today, we’re expected to adhere to this guiding principle in our daily lives and in business. But what about when it comes to marketing? Unfortunately, marketers have a reputation for being crafty. Through decades of experimenting and developing new strategies, successful marketers have come up with a million and one ways to get consumers to buy what they’re selling. Too often, companies turn to a “gotcha” marketing technique — tricking the

The 4 biggest social media mistakes advisers make

It seems like every week a new social media platform is born. Snapchat, Periscope, Instagram, Pinterest...the list goes on. Every platform has its own norms, rules of conduct and audience. This is just one of the reasons why so many advisers are hesitant to join social media. And when they do, they don’t see the results they were expecting. To help you on your journey to social media mastery, avoid these four major social mistakes. 1. Worrying About Posting Too Much. A vast majority of adviser

Google Stats for Advisors: 3 Easy Numbers

Advisors tend to be numbers-driven and analytical in nature, so why don't more use Google Analytics to understand their website metrics? Our best guess is that it's jargon-rich, confusing and overwhelming. In an effort to provide users with all the data they’ll ever need, the analytics platform can make it difficult to find anything meaningful. You may be more inclined to use Google Analytics if you realize that you really only need to know three things about your website when getting started:

How to Develop Your Brand’s Voice

So far today, you’ve probably already been exposed to hundreds of messages, including emails, texts and social media posts. Factor in the average adult’s attention span of eight seconds, and you’ll see why differentiating yourself in a sea of content is no easy task. Branding is one of the most powerful things a financial adviser or insurance agent can do for their business today. Your brand is your personality and how you communicate who you are. Developing your brand’s voice is key to impleme

Three Ways Young Advisors Can Market Themselves Like Top Producers

The world of financial planning can be hard to break into. Especially for young advisors or those that are new to the business, marketing can seem like an uphill battle. Luckily, though, there are a few techniques you can use that will help showcase your strengths. These include emphasizing your use of technology and willingness to adapt to the changing industry, highlighting your passion for what you do, and relying on the support of your broker/dealer and other staff.

Successful Financial Advisors May Already Be Inbound Marketing Masters

As a successful financial professional, you’ve been involved in marketing throughout your career. Still, when it comes to newer innovations such as content or inbound marketing, you may feel like you are behind the curve. The truth is, you can easily repurpose some of the principles on which you have based your traditional marketing into new inbound marketing strategies. You already understand the importance of the value of educating your clients and establishing yourself as a thought leader in

Five Essential Elements to Crafting Irresistible Calls to Action

Financial advisors are well aware of the importance of marketing, and successful advisors have always been particularly good at developing educational content and resources for clients and prospects. However, too often advisors see less than stellar results from their marketing, whether they’ve written a whitepaper, filmed a video, created a presentation, posted a blog, shared a social post or sent out an email. No one is sharing it, clicking it, calling you, or doing whatever it was you intende

The Top 4 Social Media Myths Affecting Property & Casualty Insurance Agents

This post is part of a series sponsored by FMG Suite. It seems like every week a new social media platform is born. Snapchat, Periscope, Instagram, Pinterest… the list goes on. It’s no surprise then that social media is often an intimidating marketing strategy for property and casualty insurance agents. But don’t let the ever growing technology world overwhelm you. Social media marketing has many benefits for independent insurance agents because it can enhance your brand, generate leads, and in