Many advisors post a video and get engagement (views, likes, comments, shares). But does that online activity actually generate leads? The trackable traction from the post can be few and far between.
Which is why you need to add firepower to your content.
Idea Decanter talks with David Roberson, founder of Azella Advisor, to talk about the best ways to create effective digital campaigns that drive leads right to YOU!
Cheat Sheet
4:00 How can advisors express gratitude around the holidays?
4:35 Why should you express gratitude to clients? (Gratitude letters, pies)
6:00 Remembering the people who make the magic happen
6:22 Should gratitude be pinned for the holiday season or throughout the year?
7:15 How to remember the small things about your clients
8:15 Setting up an internal system to celebrate clients
10:40 ID Tip: Pick 1 or 2 things that you do well and be consistent
11:20 Stand-out trends that are working for advisors
11:50 Never being out of sight or out of mind
14:00 Using your why story to help guide your next steps
15:50 ID Tip: WIFM (What’s in it for me?) What are the needs for our clients?
17:30 Why it’s cheaper to keep your clients than win new ones
18:15 Marketing to and through clients to retain family generations
21:00 Never make assumptions about your clients’needs
22:40 Building your own personal content creation strategy
25:00 Q&A: Any guidance for adding value to Instagram for Raymond James advisors? (Suzanne Scheer)
27:40 ID Tip: Social media works when you work it
