Water Cooler Talk

How to Fix Holes in Your Digital Marketing and Do SEO the Right Way

Digital marketing is essential for financial advisors to stay relevant. Common mistakes include lacking strategy, niche focus, and follow-up automation. Effective SEO requires a complete Google Business Profile and relevant keywords. Text messaging boosts lead conversion, while videos enhance email engagement. Generative AI aids content creation but can't replace high-quality content. In-person events drive referrals effectively.

Jenn Day
Jun 27, 2024

Read the ALM Think Advisor article here.

Here is a brief summary:

  • Digital Marketing Necessity: Essential for most financial advisors to reach the next generation and stay relevant.
  • Common Mistakes: Lack of strategy, niche focus, and automated follow-up sequences.
  • SEO Importance: Prioritize Google with a complete Google Business Profile and relevant keywords.
  • Text Messaging: High lead conversion; use call-to-actions to engage prospects.
  • Email Marketing: Videos significantly increase engagement.
  • Generative AI: Useful for generating content ideas but not a replacement for high-quality content.
  • Event Marketing: In-person events drive referrals effectively.
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