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    Marketing

    Top 6 Trends for Financial Advisor Marketing in 2021

    The market for financial advisory services is ever-changing. The changes have come even faster this year as we’re living through a once-in-a-lifetime pandemic. Similar to the changes this year has brought, innovation has also occurred at a rapid pace. For example, it used to take years to produce vaccines, and our best minds have whittled that down to months. This speed is no different when it comes to financial advisory services. The pace of change is quick, and adaptation is key. With respect to marketing services and new client acquisition, there are already several trends emerging due to innovation, technology, and need. By working with thousands of advisors and being at the epicenter of marketing technology and services, we have identified six major trends for advisors to consider in 2021 for marketing to new clients:
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    Marketing

    FinPlan Friday: Generating Leads, Capturing Contact Info, and Growing Your Retirement Income Planning Practice

    Does Marketing Stress You Out? Inbound marketing can be one of the most valuable ways for financial advisors to generate leads and convert new clients. But who has time to be an awesome financial advisor and a master of marketing? You know you need to do it, but you can't do it all! In this month's FinPlan Friday conversation, Covisum's VP of Sales and Marketing steps in for Joe to highlight what's most important for financial advisors when it comes to inbound marketing.
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    Marketing

    5 Inbound Marketing Tactics for Advisors to Generate New Leads for Your Financial Planning Practice

    Few financial advisory firms can survive without a steady stream of new clients to sustain and grow their practice. Although most advisors receive sales training as part of their education, their marketing training is often outdated—especially when it comes to inbound marketing to an online audience. Inbound marketing can be one of the most valuable ways for financial advisors to generate leads and convert new clients. This value only increases over time as your investments into building an online presence increase your visibility and grow the number of leads reaching out for more information. That said, effective inbound marketing starts by identifying a goal. It’s not enough to say you want to market your business; you first need to know what goals you’re trying to achieve. Once you’ve identified those goals, you can create an inbound marketing strategy to achieve those goals. With that in mind, let’s assume your goal is to attract new leads that will become clients for your financial planningf firm. What’s the best way to pursue this goal through inbound marketing? Here are five proven strategies you’ll want to try.
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    Marketing

    Quarterly Review: What's New at Covisum

    Quarterly Roundup The year is flying by! We just wrapped up the second quarter and have many exciting software updates, new resources, and recent press to share. Let’s jump right in.
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    Marketing

    Why Local SEO Can Be the Golden Ticket for Financial Advisors

    Most financial advisors are focused on serving a specific local market. However, because your customers often want face-to-face interactions with an advisor they can trust, financial advisors should build solid local brands by providing excellent customer service and cultivating a positive reputation in the communities where they operate. But word of mouth and a strong track record of service aren’t your only tools for growing your local client base. Like other forms of digital marketing, local search engine optimization (SEO) can increase your virtual visibility among a relevant, local audience. Here’s an overview of local SEO and how it can build your advisory firm’s client list.
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    Marketing

    Financial Advisors: Have You Created a Customer Persona for Your Clients?

    Successful Financial Firms Focus on the Customer  Whether your financial advisory firm handles a wide range of clients or specializes in a particular kind of investor, your success as an advisor is determined by how well you know your clients. Every client’s needs and financial goals are different, but many of these clients face similar pressures and challenges when it comes to financial planning. As your firm works to attract new investors and retain your current clients, it’s often helpful to understand their advising needs by using a financial advisor customer persona.
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    Marketing

    What’s New? Covisum Quarterly Roundup

    The first quarter of 2021 has been a busy one here at Covisum, and we have some exciting updates to share...
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    Marketing

    How to Build Personal Connections in the Digital Age

    Throughout the past few years, how we connect has changed. Previously, financial advisors would attract prospective clients by hosting dinners or seminars at local libraries or other educational venues. Now advisors reach out to prospects via email, webinars, and social media.
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    Marketing

    On-Demand Webinar: Making Personal Connections Digitally

    Making Personal Connections Digitally Webinar In order to grow your business, you've undoubtedly relied on creating valuable personal relationships. Over the last few years, how we connect with each other has changed. Does building meaningful connections digitally seem daunting? Don't worry! With the right techniques, advisors have an opportunity to create genuine and profitable relationships with clients and prospects. Join Covisum's Katie Godbout, VP of Sales and Marketing and Lauren Laferla, Director of Communications for a 45-minute webinar about how to make personal connections digitally.
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