Mainsail

APRIL 14, 2023

The post Webinar – Customer Health Scores: Why They Matter and How to Build Them appeared first on Mainsail.

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Best Practices 52

Indigo Marketing Agency

JULY 10, 2024

Webinars: Host a live webinar to engage with your audience and answer their questions in real-time. The Fix: Implement SEO best practices to ensure your content ranks well in search engine results. Hosting live sessions: Regularly schedule live Q&A sessions or webinars to interact with your audience in real-time.

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FMG

AUGUST 4, 2023

Blogs and webinars are the best content for establishing this groundwork because of their long format and research requirements. Having someone else present can help this feel more natural When repurposing our “5 Retirement Mistakes” webinar, we opted for an animated video and added an additional retirement tip.

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Indigo Marketing Agency

JUNE 19, 2023

Well-written bullet points can: Make your summary less intimidating Highlight important information Focus your reader’s attention Clarify complex ideas Bullet Point Best Practices Before you add bullet points to your summary in excess, let’s review some bullet point best practices.

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Indigo Marketing Agency

SEPTEMBER 16, 2024

Webinar Spotlight: This exclusive webinar, How Advisors Can Use Video to Stand Out , shares everything you need to know about leveraging videos to enhance your marketing strategy. Learn 5 essential steps for creating a powerful lead magnet plus best practices to keep in mind in this quick 5-minute video.

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Indigo Marketing Agency

SEPTEMBER 6, 2022

These are the questions that lead to really fantastic, well-written testimonials that paint a clear picture of who you serve best and why your clients love working with you. Watch Our Webinars About the Testimonial Program. Check them out here: Best Practices for Using Testimonials in Your Marketing (with Leila Shaver).

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Indigo Marketing Agency

JULY 1, 2024

With our specific knowledge, you can be sure your marketing plan aligns with your goals as well as the best practices in the industry. One Advisor Lands His Biggest Client Ever With a Custom Webinar : Creating a webinar for a client helped a financial advisor land his biggest customer.

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Indigo Marketing Agency

AUGUST 15, 2024

Client Events and Webinars: Hosting events and webinars can foster relationships, demonstrate expertise, and retain existing clients—reserve 10-15% of the budget for these activities. It’s best practice to regularly monitor the performance of your marketing activities and your total spending, then compare them against your goals.

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Indigo Marketing Agency

AUGUST 21, 2024

In this quick 5-minute video, I break down the 5 essential steps for creating a powerful lead magnet for your financial advisory practice, plus some best practices to keep in mind. Webinar Alert! Check out our free webinar Your Riches Are in Niches !

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Prospects Best Practices Taxes Investing 52

FMG

MAY 23, 2023

In this webinar, Zoë Meggert discusses how to create a scalable content strategy using “pillar content.” 10 advanced social media copywriting best practices via SproutSocial At the foundation of every successful social media strategy is strong copywriting. Give it a listen here. Get the infographic here.

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Indigo Marketing Agency

SEPTEMBER 28, 2024

Get Started Check Out Our Related Video Content How Advisors Can Use Video To Stand Out (Webinar) Whether you’re a beginner or looking to improve your existing video marketing efforts, this webinar is designed to provide actionable insights and practical tips to make your videos a success.

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Indigo Marketing Agency

AUGUST 2, 2024

From keyword research to title tags, meta descriptions, and on-page optimization, we implement SEO best practices that enhance your site’s visibility and ranking potential. These best practices enhance your site’s visibility and ranking potential on search engines.

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FMG

AUGUST 28, 2024

When we hosted a Video 101 Webinar , many of our attendees agreed that camera shyness was the first hurdle keeping them from maximizing their marketing. Leveraging video marketing can change the game for financial advisors. Studies show 79% of consumers would rather watch a video about a product than read about it (Animoto). Camera shy?

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Leveraging Best Practices 52

Indigo Marketing Agency

APRIL 28, 2023

While his peers might understand what that means, it’s best practice to translate your LinkedIn profile into language that a layperson can understand. What is the best? We provide a Social Media Optimization Service or a new LinkedIn Webinar ! For advisors, this means being careful about your designations and acronyms.

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Indigo Marketing Agency

JANUARY 24, 2024

In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.

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Education Financial Services Financing Finance 52

Indigo Marketing Agency

JANUARY 24, 2024

In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.

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Education Financial Services Financing Finance 52

Indigo Marketing Agency

AUGUST 13, 2024

Webinar and Videoconferencing Zoom and Webex facilitate virtual meetings and virtual seminars, which can be an excellent and modern way for maintaining client relationships and conducting remote consultations. These types of services work best when they serve as part of an orchestrated sales funnel.

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FMG

MAY 8, 2024

For example, if you’re an advisor who has a bi-monthly webinar, that’s prime content for repurposing. Try taking that webinar and editing it into digestible clips that you can share on social media and other platforms such as YouTube, Instagram, and Twitter/X.

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Indigo Marketing Agency

JUNE 23, 2023

When I think about the future of marketing for financial advisors, I’m excited about two things: webinars and YouTube. Webinars are an incredible solution to get in front of your ideal prospects 24/7 online with an up-front investment of 4 to 8 hours of your time.

Prospects 52

Prospects Best Practices Education Accounting 52

Indigo Marketing Agency

MAY 4, 2022

If you need a refresher, watch this webinar to learn everything you need to know about the testimonial rule and compliance: How to Use Testimonials in Your Marketing. Here is another great webinar I recommend watching to learn more about how to best use testimonials in your marketing: Best Practices for Using Testimonials in Your Marketin g.

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The Motley Fool

MAY 14, 2024

Welcome to Tencent Holdings Limited 2024 first-quarter results announcement webinar. Operator instructions] And please be advised that today's webinar is being recorded. Let me now introduce the management team on the webinar tonight. It's a truly global business, globally distributed, globally different practices.

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Indigo Marketing Agency

DECEMBER 30, 2021

If you need a refresher, watch this webinar to learn everything you need to know about the testimonial rule and compliance: How to Use Testimonials in Your Marketing. Here is another great webinar I recommend watching to learn more about how to best use testimonials in your marketing: Best Practices for Using Testimonials in Your Marketin g.

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Best Practices Prospects Accounting Investing 52

FMG

JULY 19, 2023

For example, many advisor host webinars that are set for certain days. A Facebook story would be a great option for marketing these because it’s time sensitive and will disappear by the time the webinar has come. Stories are great for marketing things that are time-sensitive.

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Prospects Best Practices Assets Investing 52

Indigo Marketing Agency

JUNE 22, 2020

When I think about the future of marketing for financial advisors, I’m excited about two things: webinars and YouTube. Webinars are an incredible solution to get in front of your ideal prospects 24/7 online with an up-front investment of 4 to 8 hours of your time. YouTube Best Practices For Financial Advisors.

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This is going to be BIG.

NOVEMBER 30, 2011

3) Build a peer network and get in the flow of best practices. Find the best startup CMOs while also branching out to your peer group to learn as a cohort. Invite people to meetups, run your own, run webinars and phonecalls to learn industry best practices.

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FMG

AUGUST 9, 2023

some events you could host virtually include: Webinars Workshops Movie Nights Game Shows Once your event is over, you can reuse the recordings for even more content. Making these events a wonderful place to generate leads, especially if you’re asking them to provide their info for sign-ups or to join the event. For example.

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Prospects Best Practices 52

Indigo Marketing Agency

JULY 13, 2024

From social media marketing, webinars, and SEO to custom modern websites, personalized blog content, and our partnership with Wealthtender , we bring the latest ideas to help you stay ahead of the competition. Innovative and adaptive solutions that ensure your marketing efforts are aligned with the latest best practices.

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Collateral Prospects Best Practices Financial Services 52

FMG

APRIL 10, 2024

Pros LinkedIn is great for networking and creating connections with other professionals Many professional branding options allow advisors to show off their advisory’s brand voice Recommendations and endorsements allow users to encourage each other and show off their expertise Events and webinar listings make it easy for advisors to market their (..)

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The Motley Fool

AUGUST 2, 2023

Continuing with success stories, our popular webinar series, Doing Well, featured a compelling example from El Camino Health. In the highlight of this webinar, El Camino reported that 92% of patients said respirator automated chats made them feel more confident managing their health.

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FMG

JUNE 22, 2023

Host online webinars, internet classes, and much more. It doesn’t have to be an expensive event, but just a memorable one that gets people interested in your product/service. Or if in-person isn’t your thing, you can host online experiences that connect everyone via technology.

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