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Webinars are such a great marketing tactic to use at your firm. Not only is the ROI incredible, but they're an excellent way to engage with your audience by providing them with useful information and showcasing your thought leadership. However, according to a survey we did with WealthManagement.com in 2022, only 23% of advisors are using this tactic. 🤯 In our recent session, Susan Theder and Samantha Russell shared how to incorporate webinars into your marketing strategy plus other excellent marketing trends that you should be paying attention to! From webinars to social media and more, this was jam-packed with a lot of 🔥 information! If you didn't get to watch it, you can catch the full replay here. 👉 https://hubs.ly/Q02xrwCM0 And thank you to Chevonne W. Farler for joining us again and sharing her insight! 🤩 #FinancialPlanning #WealthManagement #InvestmentManagement

Today's the day! 🚨 Join Susan Theder Samantha Russell and a successful advisor in less than one hour as they share the biggest marketing trends of 2024! Save your spot and learn which you should keep and which to leave behind! ➡️ https://hubs.ly/Q02xfrl80 We hope to see you there! 👋 🌟 And even if you can't make it, sign up, and we'll send a helpful marketing resource directly to your inbox plus the replay! #FinancialPlanning #WealthManagement #InvestmentManagement

Content marketing is one of the most effective ways to reach your target audience. It includes videos, blogs, social posts and more! It's a great way to share interesting material, but how can you do it effectively? 🤔 These 5️⃣ tips will help to boost your content marketing strategy. ✅ Create a content strategy plan Set goals and expectations before you get started so that you know what you are working towards. And create your content and schedule it out so that you’re not scrambling last minute. ✅ Repurpose previously created content You have a lot on your plate, so why not make the most of the content that you already have? If you created a strong blog, then take that topic and do a webinar on it! After the webinar, take the recording and make video snippets that you can share on social. There is so much that you can do with one piece of content, so try and repurpose what you have. ✅ Be timely and keep your content fresh While evergreen content is great, make sure you’re keeping up with timely events. It also positions you as a thought-leader and showcases your expertise, as your audience will know to keep coming back to your website or social pages if you share useful and relevant content. ✅ Personalize your content According to McKinsey & Company, 71% of consumers expect a personalized experience. This means you need to find a way to personalize the experience for your clients, prospects and followers. This can be done by focusing your content on certain aspects of the market that pertain to your client base. ✅ Automate your content marketing As a busy advisor, it’s easy to forget to share your content. This is where automation comes into place, as it allows advisors to use personalized content that is automatically shared to chosen platforms at set times. We’re diving into each one here! ➡️ https://hubs.ly/Q02xdpfZ0

You know this is going to be SO GOOD! 🤩 If you are at The Wealth Management EDGE conference, be sure to stop by and see Samantha Russell as she shares the biggest social media mistakes that advisors make with tips for what you should do instead! She has so many awesome examples to share, as she chats about how you can generate incredible ROI from social media!

What marketing strategies are best for your firm? 🤔 With so many different tactics, it can be hard to decide! Tomorrow at 12 pm PT/3 pm ET, Susan Theder Samantha Russell and a special guest will share which trends to keep and which to forget! Save your spot right here! ➡️ https://hubs.ly/Q02x55BR0 ✨ Even if you can't make it, register anyways and you'll receive the replay plus a helpful resource to use in your own marketing! We hope to see you there! 👋 #FinancialPlanning #WealthManagement #InvestmentManagement

According to Invoca, 64% of calls to financial services providers come from organic search. This shows the power 💥 of a strong marketing strategy! But as an advisor, it's easy to get bogged down by marketing trends that just don't work for your firm! So, which ones should you keep? And which should you toss? On Wednesday, May 15th at 12 pm PT/3 pm ET, Samantha Russell Susan Theder and a special guest will be sharing the biggest marketing trends to look out for in 2024 and which you should ignore! They'll cover: ❌ The power of zero-click content 📹 Short-form video 💬 The importance of sharing personal stories 🖥️ Webinars and online workshops 🚀 Boosting your SEO...and much more! 👉 https://hubs.ly/Q02wP07F0 And even if you can't join, make sure you register and we'll send you the replay and a useful marketing resource! #FinancialPlanning #WealthManagement #InvestmentManagement

With zero-click content, you can provide your audience with everything they need to know and they won't have to leave the platform. Not only does this boost 🚀 your post in the algorithm but you can showcase your expertise on that platform. It's a great tactic to use in your marketing, and if you want to learn more about this strategy and other marketing tips, be sure to join Samantha Russell and Susan Theder on May 15th at 12 pm PT/3 pm ET for an exciting workshop! They're going to dive into all sorts of marketing trends and strategies....discussing what would work best for your business and which you should leave behind. Save your spot! ➡ https://hubs.ly/Q02wyPLD0 What are you interested in learning more about? Let us know in the comments so they can cover It! #FinancialPlanning #WealthManagement #InvestmentManagement

Podcasting is a great way to connect with your audience. As an advisor, your voice and your expertise are two of your most important assets, so this is an incredible way to showcase that! But how many episodes should you be putting out a month? 🤔 ProudMouth's Matt Halloran and marketing experts, Susan Theder and Samantha Russell shared how many episodes you should be sharing a month plus the importance of marketing your episodes! If you want to catch all their other podcasting insight with expert tips for marketing them, check out the full replay! 👉 https://hubs.ly/Q02wmqw30

👉What are the top concerns of the affluent right now? 1. Current political environment 2. Inflation 3. Impact of 2024 election 👉What about for Americans overall, at all income levels? 1. Inflation 2. Current political environment 3. Possible economic recession I know many financial advisors try to stay far away from sharing anything at ALL political. But yet it's best practice to be the voice of reason talking with clients about their top concerns. 🤓 Chart from Edelman Financial Engines latest "Wealth in America" Report. there are SO many good data points in this years issue - everything from the most contentious topics that come up with helping families with estate planning (and how to deal with it) to what content/topics clients most want to hear from advisors about. I highly recommend checking it out. If you struggle with finding the right balance of how to talk with clients about timely topics like these - then FMG 's "Do It For Me" marketing program is worth checking out. Every month you get a calendar that shows you what emails, blog posts and social posts are planned to go out on your behalf (and all of these types of topics are addressed) And when timely news breaks, the team adds in pieces to address it so you don't have to stop what you're doing and write something. How are you talking about these things with your clients? Susan Theder Sean Brown #wealthmanagement #financialplanning #investmentmanagement

As an advisor, it’s important that you pay attention to the current marketing trends. But how do you know which to keep and which to toss? 🤔 Join us next Wednesday, May 15th at 12 pm PT/3 pm ET, for an exciting workshop as Samantha Russell and Susan Theder share some of the biggest marketing trends everyone is talking about - what they are, which firms they are a good fit for and ultimately whether you should embrace them or focus on something else. This is guaranteed to help any advisor who is wondering WHICH tactics will work best for their particular business and (most importantly) - for their target audience. 🌟 Plus, you'll get a chance to hear from successful advisor and customer, Chevonne W. Farler, who is already embracing some of these trends - and hear how it is impacting her business! Sign up below!👇 We hope to see you there!