Category Archives: Financial Services

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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Sharing Video May Be the Tipping Point for Prospect Conversion

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Are you using video in your business? Video connects and gives viewers an inside look into your firm, insight, knowledge and personality. But did you know that there is a significantly higher chance that your clients and prospects will watch your video content than there is of them responding to your emails, letters, proposals, or even reading information on your websites and blogs?

A website with a video is 53 times more likely to come up on the first page result on Google than the exact same page without video?

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A Power-Packed Reading List During Quarantine Times

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As most of us are spending all of our time quarantined inside the house, I wanted to share with you my reading list of books I love to help us market through this crisis and think differently. I hope you enjoy these!

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Discipline Strategy by Dr Tim Coomer

Tim Coomer is a friend of mine and one of the smartest businesspeople I have ever met. He is a serial entrepreneur and personality researcher with a deep understanding of how personality impacts performance.

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How To Use Content Marketing To Attract Your Best Clients

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Every day we are seeing more financial advisors venturing into the wild world of content marketing. Why? Well, it’s a new, slightly complex, yet proven way to generate new, qualified prospects. So, let’s go over the basics of what you need to know and how to get started. 

1. What is content marketing?  Content marketing is a strategic marketing and business process focused on creating and distributing valuable, relevant, and consistent content. Its purpose is to attract and retain a clearly-defined audience and ultimately drive profitable customer action.

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