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Financial advisors often struggle with creating consistent marketing and social media content – especially when they don’t have a dedicated marketing team. Now you can plan and organize your 2024 marketing, social media, and client cultivation communications using our free 2024 Financial Advisor Marketing Calendar – featuring brand new content!!!
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Financial advisors often struggle with creating marketing and social media content – especially when they don’t have a dedicated marketing team. Now you can plan your 2023 marketing, social media and client cultivation strategy using our free calendar template.
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Digital marketing allows you to reach a vast audience of prospects and clients with one click – and therein lies the problem. When done incorrectly, digital marketing can quickly become a passive aggressive strategy. The prospects or clients you are hoping to reach are, in fact, people. They are not leads. To truly engage people, you need to present your content in a way that makes them want to engage.
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With everything going amidst market downturns and Corona, how you interact with prospective clients and position your message is key. It is tempting to leverage digital marketing platforms to reach new clients; however, your message needs to be about serving your clients’ emotional needs, not just their economic needs. This is the key to client development in a tumultuous market.
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There are many personal branding tools you will use throughout your career and your professional bio is one of the most important. Your professional bio delivers a relevant story about you and how your experience benefits prospective clients. While a resume can be dry and straightforward, a professional bio ties your achievements to the outcomes you bring clients. The art of writing a must-read professional bio is simple, make it meaningful to the clients you want to serve.
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