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Trending This Tuesday – July 25, 2023

FMG

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. Whether it’s through blog posts, videos, podcasts, or reports and whitepapers, content creation is crucial for getting in front of your audience and showcasing your expertise. Read more here.

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How to Craft the Perfect Financial Advisor Marketing Budget

Indigo Marketing Agency

Common objectives include: Increasing brand awareness Generating leads Converting prospects into clients Retaining existing clients Understanding your goals will help you prioritize spending, measure the results of your marketing efforts, and make adjustments as needed. Around 25-30% of the budget should go here.

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7 Ways to Generate Leads

FMG

Make Use of CTAs If a prospect is interested in your website, then work on converting your leads with a quality call-to-action that will entice them to take the next step down the sales funnel. This then directs prospects to a Calendly link where they can easily schedule a meeting with Philip Snyder, CFA.

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4 Creative Ways Financial Advisors Can Use Calls-To-Action + 6 Examples

FMG

And using more than one CTA for each audience is a great way to seamlessly lead prospects around your site and create transparent sections for each niche. The whole feel to their website is one that puts prospects at ease, making that next step much easier for them. Pillar Capital How cool is Pillar Capital’s homepage?

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7 Examples of Financial Copywriting From Real Advisor Websites

FMG

Details like these are often beneficial to prospects, especially if they have never worked with a financial advisor before. For financial advisors, one of the most impactful pieces of content is your blog, as it provides insights to prospects and clients and boosts site SEO.

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PR for Startups: Avoiding crickets after the Ta-Da!

This is going to be BIG.

Sometimes it means establishing founder credibility over time to prospective future investors or to potential employees. Make a whitepaper available on the topic of innovative technology in buildings, just to get the leads, without telling everyone what your business is upfront.

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Trending This Tuesday, November 22, 2022

FMG

Content marketing is so important for advisors looking to gain new prospects and connect with existing clients, however, it is often easier said than done. Ebooks/Whitepapers. How To Increase Prospect Engagement via Advisorpedia. How To Fix A Prospecting Problem via Tony Vidler. Checklists. Free consultations.