Can Client Engagement Be Automated?
June 5, 2018
It’s a good feeling when someone thinks about you. It’s better if they do something about it. Not long ago, I received an article on a topic that was incredibly relevant for my business. It came from a partner who had worked with me on strategy in the past and it sent a powerful message that he understood my business and my challenges. That simple act created deeper connection.
3 Easy Steps to Grow Your Email List
May 11, 2018
The first step to growing your email marketing list is to develop an offer with a high enough perceived value that your target audience is willing to provide their email addresses in exchange for it. Your offer could be an amazing weekly newsletter, a discount on a future purchase, a free trial or demonstration of your product, or a free tangible item, which marketers refer to as an incentive or lead magnet.
Top Advisor Marketing - Digital Content Marketing With Bryan Muir
March 5, 2018
Digital Content Marketing Expert Bryan Muir joins Matt in this latest episode. Bryan is the Head of Sales at AdvisorStream, an automated digital business platform that allows you to deepen client relations and capture new business using the latest credible and engaging content.
4 Reasons Why You Need To Track Your Analytics
Feb. 8, 2018
Are your clients engaged? Are you leveraging digital communications to ensure engagement? Do you track the success of your current digital marketing initiatives? Do you know what type of content resonates with clients? Are you knowledgeable in terms of which traffic sources are delivering digital leads? What is your digital marketing ROI?
How Financial Advisors Are Leveraging Social Media
Dec. 18, 2017
Today's investment advisors are well aware of social media giants like Facebook, Twitter and LinkedIn, yet about 50% don't know which levers to pull and which buttons to push to make social media a key tool in their firm's marketing campaigns. That's a mistake, as investors, especially younger ones, are pulling ahead of financial advisors on the use of social media in managing their money.
4 Tips for Communicating with Millennials
Nov. 7, 2017
With millennials turning 20-36 years old next year, they are no longer the lazy, unemployed, parents basement dwellers they were five years ago. Many are deep into their careers, having kids, and in comparison to other generations, millennials are more optimistic about their financial future.
4 Reasons Why you Should Be Sending an Email Newsletter
Oct. 9, 2017
Newsletters are a great way for you to communicate with clients and prospects, build your thought leadership and can help your business grow. Here are some reasons why you should send out a regular newsletter and best practices to make it effective.
Why You Need to Start Posting to Social Media Today
Sept. 12, 2017
In its 2016 Social Advisory Study, Putnam Investments found that 85% of financial advisors are using social media for business, up from 80% in 2015. It makes sense that more advisors are finding value in social media, given the roughly five million U.S. and Canadian high-net-worth investors who use social media to help them make financial decisions.
Leads Dont Happen Over Night
Aug. 22, 2017
When it comes to prospecting, there is a misconception that a solid website plus old fashion referrals is the recipe to acquire new prospects and leads. But Email has become undervalued, especially since explosion of social media. Although your website, blog, and social media critical in today's digital business environment and are effective ways to demonstrate your knowledge and expertise to prospects and clients, it is ultimately your email conversations with them that will consistently keep you top of mind, and deepen your relationships.
Why Email Marketing Is Still the Most Effective Business Development Tool
July 18, 2017
We’ve all seen countless articles heralding the death of email and how the rise of social media platforms like Twitter, LinkedIn and Facebook, could very well make email largely irrelevant. While the medium might strike some as old-fashioned and ineffective, nothing could be further from the truth. The reality is that email remains the most effective way to reach out to prospects and keep your client base engaged in the digital age.