Category Archives: Uncategorized

THE FINANCIAL ADVISOR’S GUIDE TO DIGITAL MARKETING AND PROSPECTING

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At this very moment, everything is changing in financial advisor marketing. Digital marketing and virtual prospecting are some of the newer ways to market your valuable services. However, these newer marketing methods can seem a bit overwhelming. This guide is designed to walk you through the most important elements, give you best practices, and unwind the complexities.

Learn more and access the report below.

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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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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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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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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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