Marketing

Feature Friday: March 29, 2019

How is it already the last Friday in March?! To say that this month, flew by would be an understatement! We hope that you had a productive month and are ready to kick off April with some of our top reads on customer experience, brand messaging and social media!

1. 5 Exclusive Tips To Maximize Customer Experience-The New Frontier via Practice Management Blog

Customer relation expectations are set extremely high, as people are expecting the best experience possible when they work with a financial advisor, as they should! So, you may have all the right tools in place to be an excellent financial advisory firm, but to really shine, be sure that you are giving your clients the best customer experience (CX) possible. Here 5 tips on how to improve on this!

  1. Establish your vision
  2. Become customer-centric
  3. Listen to the Voice of Customer (VOC)
  4. Build an emotional connection
  5. Deliver omnichannel customer experiences

For more details on how to do this and impress your clients, read below!

2. Does your value proposition attract clients? via The Client Driven Practice

Marketing is such a huge part of your advisory firm because, amongst everything else, you have to have a strong strategy that draws people to your site. Are you having a hard time attracting clients, however? Perhaps, you are promoting something that your clients don’t actually want.

Out of your target niche, ask yourself what they are looking for, and start honing your tactics. Read the article below to find out how to market a product that your prospective clients actually want!

3. How brands can put messaging into action via Marketing Week

Ensuring that your brand is consistent with your business, is so important, and consumers’ expectations of brands have been changed by how easy it now is to get what you want.  It’s not just about getting what you ordered, but also a pleasant experience is now expected.

Because of this, companies have to continuously update how they communicate with others and ensure that they are keeping up with the times. Be sure to think about your channels of communication and put your brand’s message into action.

4. 4 Super Effective Strategies for Writing Copy for Social Media via Social Media Today

You know by now how important social media is as a part of your overall marketing strategy and as a way to grow your advisor business. However, just BEING on social media isn’t enough, you have to create meaningful content and engage well with others! Check out these 4 examples on how to best do this!

  1. Encourage Your Audience to Join the Conversation
  2. Elevate Images with Emotional Copy
  3. Leverage the Desire to Learn
  4. Write Copy that Leverages FOMO

Keep these tips in mind to take your social media to the next level, and read the full article by clicking the image below!

5. 7 Questions to Ask When Reviewing Technology via ThinkAdvisor

Sometimes as firms grow, they think that they need to keep adding technology but don’t really have much of a plan as to how it works. Yes, you may be keeping up with the newest gadgets, but if you don’t know how to use them properly, it can be quite worthless.  To best understand how your firm’s technology should work, ask yourself these 7 questions.

  1. Why Do I Have This Piece of Tech?
  2. How Does This Tech Help Me Grow?
  3. Do I Get the Right Support?
  4. Will My Software Be Updated Over Time?
  5. Do I Have a Backup Plan?
  6. Have My Needs Changed?
  7. Will an Acquisition Alter My Tech?

Keep these tips in mind to take your social media to the next level, and read the full article by clicking the image below!