3 Things to Keep in Mind when Creating Behavioural Emails by Your Financial Service Firm [Video]
Topics: Email Marketing, Videos
6 Questions Financial Service Firms Must Ask Themselves to Set a Goal with Email Marketing [Podcast Ep. 16]
For this episode we will answer the following question:
How can my financial service firm determine a goal for an email we write to make sure it’s high-performing?
Email is one of the oldest and most powerful tools firms use to engage with potential customers on a deeper level. But as time has passed, it’s become unfortunately common for firms to lose sight of why they’re sending out certain emails and how such emails will even help them achieve their company’s goals.
With plenty of directionless email blasts saturating the financial industry these days, how do you make sure the emails your firm is sending out are truly relevant to your potential customers who receive them while also helping them move forward through the sales process?
It all comes down to making your emails goal-oriented, with a clear purpose and focused on the customer.
Topics: Inbound Marketing, Inbound Sales, Email Marketing, Podcast
3 Helpful Email Marketing Data for Financial Advisors to Build Relationships [Podcast Ep. 15]
Topics: Inbound Marketing, Inbound Sales, Email Marketing, Podcast
3 Key Steps that Financial Service Firms Must Apply to Nurture Leads with Email Marketing [Podcast Ep. 14]
Topics: Inbound Sales, Email Marketing, Podcast
3 Email Marketing Best Practices for Financial Service Firms [Video]
Topics: Inbound Marketing, Inbound Sales, Email Marketing, Videos
3 Defining Steps Financial Advisors Must Take to Start Sending Better Sales & Marketing Emails [Podcast Ep. 13]
For this episode we will answer the following question:
How can I improve my email performance as a Financial Advisor?
As a Financial Advisor, the first thing that you need to be mindful of is that your potential customers may be receiving sales or marketing emails by multiple financial advisors. It is also possible that they have come to a point to easily filter those emails to ignore or delete.
Topics: Inbound Sales, Email Marketing, Podcast
3 Elements to Build Your Business Story as Part of the Inbound Marketing Strategy for Your Financial Service Firm
Many financial service firms will focus on creating a lot of content, going on social media making sure that they are exposed. But when they decide to analyze and look at their results, and even talking to potential customers and customers, they've realized that maybe there's no connection with the prospects or clients and that there is no interest for them to know about your business. Have you ever wondered as to why is that?
Topics: Inbound Marketing, Marketing Strategy, Videos
How Can I Make My Company Story Engaging so that People Will Actually Stop and Listen?
Scrip Below:
For this episode, we will answer the following question:
How can I make my company story engaging so that people will actually stop and listen?
Topics: Marketing Strategy, Inbound Sales, Podcast
3 Reasons Why Financial Service Firms Should Work on Their Inbound Marketing Strategy Before Tactics
Script Below:
Financial service firms put a lot of energy on inbound marketing tactics. For example, they would spend a lot of time sending emails, write a lot of blog articles and maybe even get their advisors to go on social media so that they can do some social selling.
But we know that it's really hard to make inbound marketing work if you do not have a strategy that backs up your tactics.
Topics: Inbound Marketing, Marketing Strategy, Videos
How Many Positioning Statements Should My Financial Service Firm Have? [Podcast Ep. 11]
Script Below:
For this episode we will answer the following question:
How many positioning statements do I need for my financial service firm?
Topics: Inbound Marketing, Marketing Strategy, Inbound Sales, Podcast