Below you'll find a list of all posts that have been tagged as “marketing automation”
A newsletter for financial advisors aims to fill prospects and clients in on any developments in a particular niche. Here, I look at how Financial Advisors can create better client newsletters. Firstly, determine who you’re targeting. Are you sending the email to current clients or prospects? What is the purpose? Think about the following objectives: 2. Be targeted in your …
Client testimonials are a highly effective form of marketing. Word-of-mouth advertising is a great way to build your reputation and attract new clients. With the rise of visual-driven platforms such as Instagram and TikTok, video testimonials are becoming increasingly important. But why? In this post, we explore why are video testimonials so important? 1.Video testimonials are a great way of …
Live streaming isn’t a new concept, but ‘going live’ on social platforms such as Facebook and Instagram is a fairly recent phenomenon that has been hugely popular. But how you can embrace it to communicate more effectively with your clients? Here, I look at Financial Advisors and live streaming. What is ‘Going Live’?Going live on Facebook and Instagram aims to …
While a value proposition describes how you create value, a USP (unique selling point) makes the case for why you’re the right financial advisor for your target market. Here, I look at Financial Advisors and USPs. What should a good USP do? The USP is typically a one-or two-sentence statement that should accomplish the following: How to use your USP …
Google reviews are a great way to boost your SEO and can be an invaluable marketing tool. But they’re not always easy to collect. Here, I look at how financial advisors can get more Google reviews. How to get more Google Reviews It isn’t necessarily easy to attain a Google review; you simply can’t force a client to complete one …
Personalisation is no longer just a nice element to add to your marketing plan, it’s now essential. Providing a personalised experience has become necessary to remaining relevant in a competitive marketplace where clients expect more than ever. Here, we look at why personalisation is important for financial advisors. Why personalise your marketing? Customers today are gravitating toward brands that they …
Let’s face facts, social media isn’t going anywhere. For businesses, the benefits of social are endless: new business growth, increased competitive advantage, and an improved bottom line to name a few. For Financial Advisors, social media provides a unique opportunity to connect with clients and prospects. Here, I look at the social trends all financial advisors need to take notice …
It’s easy to forget the importance of customer reviews when you are on the other side of the transaction selling a service that you are proud of. Sure, you know that it’s amazing, but your potential customers don’t – to them, you are just another stranger on the Internet trying to sell them something. Here, we look at what is a review …
No matter how good the information contained in an email is, it will be useless if no one ever opens it. While it’s important to ensure the content of your email is compelling, it’s just as crucial to catch the reader’s eye with a winning cold email subject line. In this post, I look at how to write cold email …
Chatbots are increasingly coming into use for businesses and their marketing. The more they are used, the more they become and the better their interaction.
