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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Prepare and Deliver an Undeniable Sales Pitch Presentation Using The Three Ds

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What if you were told the most important part of your sales pitch presentation wasn’t actually making the sale? What if, in fact, it had nothing to do with the sale at all? 

Before you prepare your rebuttal, hear me out. 

Making the sale should not be the focus of your sales pitch presentation, but a by-product of a job well done. Whether you’re trying to land that new client, raise capital,

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How to Turbocharge Your Financial Advisor Marketing Strategy: Decoding the Trifecta of Owned, Earned, and Paid Media

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Second-guessing where to focus your financial advisor digital marketing efforts? You’re not alone. To anyone but the professional marketer, media looks like media looks like media. Am I right? Just “get it out there” seems to be the refrain. There is no doubt that the digital landscape has blurred the lines between media types—owned, earned, and paid—but it’s imperative to differentiate between the three in order to organize and execute a successful content marketing campaign.

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Repurpose, Repackage, Refresh: How to Get the Most Mileage Out of Your Advisor Content

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Do you know what the number one impediment to content creation is for financial advisors? You guessed it—time. This is not to say that a lack of desire or a limited knowledge of technology might not also be to blame, but time is the single greatest obstacle advisors face when it comes to creating original content. Learning how to repurpose your advisor content will go a long way!

So, when you finally do get around to writing a blog,

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6 Tips to Conquer Content Writing by Lunchtime

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As a financial advisor, you know you need to be producing and disseminating original content. You know it not only improves your SEO, but establishes you as an expert in your field and serves as a way to build trust and bond with prospects and clients online. This means you need to conquer content writing!

But, content creation isn’t your forte and the mere thought of writing one article—let alone one article a week—puts a lump in your throat.  

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