In our final episode of the 12 Days of Marketing, Matt is talking about the importance of events to advisor marketing. It’s fairly common in the financial world to hold dinners, lunch and learns, or bring a friend event. But are you getting the most out of these events every time? Matt has some tips for taking your event up a notch, securing butts in seats, and making your financial events so fun people will want to bring a friend along! Make sure your hosting the right events in 2018 to get your desired results!
Monthly Archives: December 2017
In this episode of the 12 Days of Marketing, Kirk dives into nurture sequences, examining the questions: How do you nuture your leads digitally? Why is it important? And what is it? Nurturing leads is best described as building a relationships with customers currently not ready to buy but who could be an ideal customer. It’s an easy way to keep your foot in the door and set the foundation for a relationship that can last a lifetime.
So you’ve got the website and you’ve proven your brand and expertise through a white paper, podcast, or blog. Now the question remains – how do you ge tthat information out there? Matt is here to explain the important role of social media in finding ideal prospects online. Getting social can be scary, but it’s critical to building your business and getting your brand out there.
Is your website a workhorse? Does it explain your brand and business effectively and turn google searches into ideal prospects? Web design is paramount in today’s digital world, but too many advisors find themselves working with website that no longer meet today’s design demands. Kirk explains the necessary steps to making your website optimal for a financial advising.
Now that we’ve covered the basics of white papers, and podcast, Matt has your next step in technology and content creation – Vlogs. Video logs allow you the ability to get the same great content from your podcast available to your current and prospective clients, but with the added bonus of having a visual component. Vlogs give you the ability to create a faux “Face to face” experience with potential clients. They also allow you to use white boards, and diagrams to further emphasize your points. Matt covers it all in final piece of proving your brand and expertise.
Building your brand and expertise just got easier. In this episode Matt is here to explain the value of podcasting for financial advisors. Podcasting is a quick and easy way to develop your brand and expertise, and provide potential clients with plenty of content to get to know you before they walk in the door. Why not give them a taste of your knowledge beforehand, and save yourself some of the selling? If you want more information about podcasting, check out our white paper or our infosheet, linked below.
You’ve built an entire business around your expertise… but do your potential clients know what makes you different? In the second piece on proving your brand and experise, Kirk is here to talk to you about the importance of a White Paper. Having written over 20 white paper’s on his own, he’s here to give you the pieces necessary to begin writing your own paper. Once you have that white paper fresh off the press, it’s also important to know how to use it. As a white paper expert, Kirk has everything you need to know to make your first paper a success. For more informtion check out the free resources listed below.
LINKS: Anatomy of a White Paper
This episode is part one of three in the 12 Days of Marketing that discusses proving your brand and expertise. In part one, Matt dives into explaining the importance of having a well established (and designed) Financial Planning Process. This is one of the many pieces to the puzzle in proving your expertise. This plan should be align with your company’s story and brand and give your potential clients a clear view of what makes your company different. Listen in today!
Do you struggle to tell people what makes your financial advisor business different from all the others? In this Episode, Kirk explains the fundamentals of packinging your message (those key concepts and phrases) from simply words on a page to a brand people know and recognize. To help you further define these conepts, Kirk has included 3 important resources to help you find your brand for 2018.
In Episode 3 of the 12 days of marketing, Matt dives into defining our ideal client. Who fits your mold to enter into the lifelong partnership that takes place between a financial advisor and their client? If you don’t know who you’re looking for, how will you know if you have them? Matt breaks down the key steps to discovering who is perfect for your business, and what it takes to get them.
In Day 2 of the 12 Days of Marketing, Kirk is going to walk you through the critical differentiation of branding and marketing in your business. The key message of this podcast is that it is crucial to pull your branding out of marketing, and understand that your brand is your story. You need to know why your different, and what your value is before you can expect any prospective clients to know that.
This holiday season, Matt and Kirk are offering up 12 podcasts to help you prepare your business for 2018 with your best marketing plan yet! In the preimer episode of the 12 Days of Marketing, joing Matt and Kirk as they dive into developing your marketing mindset. Understand tactics that work for your business to help you build trust and brand awareness, while leaving behind any ineffective tools in 2017. Want more information about how to kick ass in 2018? Download a copy of our white papers today – they’re free!
In our 50th episode of Top Advisor Marketing, Matt and Kirk are joined by the adviser to advisors, Coach Tony Vidler. Having been coaching for decades, Tony understands the best models for running a succesful advisor business. In this episode Tony dives into the fee based advisor model, and how it can benefit not just your business but your personal life.