How to Get the Most From a Virtual Conference

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While virtual conferences are certainly nothing new, they have undoubtedly skyrocketed in popularity in the wake of the COVID-19 pandemic. Social distancing, travel restrictions, and growing health concerns all but eliminated the ability for businesses and entrepreneurs to hold and attend in-person conferences that were once an integral part of their marketing strategies.  

I personally have spoken at more than 50 virtual meetings, webinars and conferences since May 2020. I want to share with you what I’ve learned both from being a presenter as well as from attendees and conference hosts as to how to make the most of these events.

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5 Reasons Culture Matters in Advisory Firms

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By Christine Golden, Chief Marketing Officer, SigniFi Advisor Group

Building a positive company culture is good for business, but it’s arguably more important in industries that thrive on the referral of happy clients – like financial services. ‘Culture’ isn’t just a warm and fuzzy buzzword, however. It’s a set of behavioral and procedural norms that govern a business, and here are five reasons it should matter to your advisory firm.

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How to Define Your Value Proposition

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You may hear the term “value proposition” tossed around in business and marketing circles, but what is one? What do you do with it? And how do you write a good one? A value proposition is a positioning statement that explains the benefit you provide for your target buyer and how you do so uniquely well. In other words, it explains why prospects should choose you over your competitors and how working with you will benefit them. 

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Define Your Prospect’s Journey with Distinct Touchpoints

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I saw an interesting video ad in my social media feed last night. The video showed and tracked with a red line just where a website visitor’s mouse traveled as they navigated a particular webpage. Let’s just suffice it to say, the final image looked like the mad scribbles of a kindergartener who got ahold of one too many juice boxes at the lunch table. 

Of course, the point of this video ad was to illustrate that you need to have a strategy and flow to your webpages to improve the user experience and lead them where you want them to go—to conversion.

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The Key Difference Between Wanting & Receiving Referrals (and it’s not asking!)

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Prefer to listen over read? Check out this short video!

We talk a lot in the financial sphere about differentiators—what makes you unique? Why should a client choose you over another advisor? Taking this one step further, why would a current client recommend you to their friends and family? 

The answer is your client experience. 

The number one new business driver for financial professionals is referrals.

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