Tag Archives: marketing

Financial Advisor Videos Part I:

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The Undeniable Case for Using Video in Top Advisor Marketing Strategies 

We have been living in a digital world for some time now with much of our daily lives conducted online. From the personal to the professional, education to entertainment, so much of our attention is focused in the palm of our hands or on a desktop.

So, it’s no surprise that top-performing advisors are those meeting their prospects where they spend so much of their time—on mobile or in front of a screen.  

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5 Steps to Hosting an Undeniable Hybrid Event

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Twist, fold, pivot, overcome. No, we aren’t hosting a yoga class, we’re talking about the changes we have all been forced to make to our event offerings in the wake of the pandemic.

From the way events are held to the way they are attended, the entire event industry looks radically different than it did even just eighteen months ago. 

In order to connect with clients and prospects alike, financial advisors offering courses or in-person events were forced to turn to an all-virtual model.

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The 13 Most Important Marketing KPIs for Financial Advisors

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Congratulations! You’ve gotten your financial advisor marketing machine up and running. You’re posting consistently on social media, sending out regular emails, publishing new content to your site, getting published on other sites, running ads for your landing page, and even sponsoring a local event next month. You’re off to the races. Or are you? 

Marketing can be exciting, but your investments aren’t free. So how do you know if what you’re doing even matters?

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A 7 Point Checklist for Improving Your Marketing in 2021

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Throughout the second half of 2020, Red Zone Marketing conducted four comprehensive surveys of thousands of financial professionals to see how they are conducting marketing given the constraints of social distancing and other effects of the pandemic.

We learned the top marketing strategies that are actually generating new business, uncovered the exact resources, how to’s and specific strategies. The result is a checklist you can use to evaluate your proficiency and potential areas you may want to upgrade in order to increase new business in 2021.

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How Advisors Are Operating in This Era of Uncertainty – September Data Results

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Red Zone Marketing conducted research from Sept 15-21, sponsored by Incapital, to find out how financial professionals are adapting and changing in response to crisis conditions. This is the third time we have conducted this survey (May, June & September 2020) and it continues to produce interesting insights as financial professionals navigate the landscape of their operations.

Key Findings

The research uncovered the marketing strategies today that are actually producing new clients.

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