Dusting Off the Client Files: How to Re-engage With Lower Level Clients
When it comes to advisor marketing, the most effective (and typically the most enjoyable) way to grow is by building and strengthening relationships—and this holds true for your C-level clients just as it does your A-level folks. This segment of clients (those who engage you only for a specific service but not full-fledged planning or may have “fallen off the radar” for other reasons) represent an incredible opportunity for growth in your practice. They are your low-hanging fruit—they already know, like, and trust you on some level, so you’re a step ahead of the game when it comes to growing their relationship with you.
SEO 101, Part II: Ranking For Unbranded Search Terms
If we were to ask you if you wanted to “rank higher” on Google, you’d likely say yes (as most business owners would)—but what many people don’t understand is that websites themselves aren’t simply ranked on Google against other websites in their industry. Google (and other search engines) takes someone’s search query (for example, “estate planning for business owners”) and then finds webpages that best answer that query.
SEO 101, Part I: Branded Vs. Unbranded Search
Lots of times, people will ask us, “How do I get my website ranking higher in Google?”
Already, this implies a slight misunderstanding about search-engine optimization (SEO) and how it works. Because websites as a whole don’t rank high or low—they rank for specific terms or phrases (for example, “financial advisor in Houston” or “estate planning”).
RAVING FAN SERVICE: DO SOMETHING WORTH RAVING ABOUT
Scott Stratten is the author of some of Kelly’s all-time favorite marketing books—including QR Codes Kill Kittens* and Unmarketing. He writes about the ins and outs of marketing, the mistakes people make, and how to market yourself the right way—and if you can’t tell by the titles of his books, his approach is always humorous.
How To Create and Use a Segmented Client Database Like a Pro
Segmented client databases are essential for advisors who want to produce powerful, intentional marketing campaigns, and there are seemingly endless ways to customize and leverage this tool to your advantage. In this month’s blog, you’ll learn how to use a segmented client database like a pro.
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