Tag Archives: marketing

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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What is ‘Snackable’ Content and Why Should You Create it?

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According to Hubspot, ‘Snackable’ content is short, easily digestible content that is often visually engaging. 

The purpose of creating this short content is to offer immediate entertainment or insights, prompt others to share socially, attract new leads, and drive people to your website for longer-form content (like a blog) to consume on the same topic.

Four types of snackable content formats that can lead to meaningful outcomes are: 

  • Quote Graphics
  • Infographics
  • Memes
  • Gifs
  • These types of snackable,

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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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