Posts by Justine Young
Behind the Scenes with Three Crowns: What Does a Custom Advisor Website Look Like?
What makes a great advisor website? It’s easy to point to a website and label it “good” or “bad,” but getting to the root of why it has that effect is often more difficult. Perhaps that’s due to the sheer amount of websites we see in our daily lives – one recent report found that…
Read MoreWhat’s Your Niche? 4 Steps to Help Financial Advisors Who Are Looking to Find ‘Their People’ in 2024
The new year often means a fresh start – it’s a (metaphorical) blank slate that inspires us to take action and conquer obstacles with newfound determination. For financial advisors looking to grow their book of business, these first few months of the 2024 season are a great time to channel that energy and focus on…
Read MoreBuilding Your 2024 Social Media Strategy: 10 Key Predictions and Insights Every Financial Advisor Should Know
It’s (almost) the new year – and as you look back at your marketing wins and whoopsies of 2023, it’s also a great time to make a plan for the future, including your ✨social media✨. One recent survey found that 94% of financial advisors use social media for business, and over half reportedly gained new…
Read MoreThe Financial Professional’s Guide to LinkedIn
LinkedIn is a great social media platform for financial professionals, offering a space to network, connect with prospects and track your career progress – but are you making the most of your profile? From choosing the right headshot to crafting posts that align with your brand, there are several ways you can boost engagement and…
Read More6 Effective Lead Gen Strategies for Advisors
As we enter the final quarter of 2023, it’s a great time to take stock of your firm’s marketing: what’s working, what’s not and and what goals you’d like to work toward as we wrap up the year. If that goal list includes building brand awareness, attracting new leads and amplifying your firm’s message, then…
Read More3 Steps to Creating Website CTAs That Really Work
There’s nothing quite as frustrating as trying to find a company’s contact information, only to realize their website was designed without any consideration for UX. And with a plethora of other options out there for nearly every good and service, people aren’t likely to spend long looking for ways to reach you – they’ll simply move…
Read MoreAdvisor Websites: 5 Things You Need to Make Your Site Pop
Your website is often your first chance to make an impression on prospective clients – especially since 76% of consumers look at online presence before visiting in-person. To help you create a compelling online platform, we’ve compiled a list of five essential elements that every advisor website needs. From personalization to engaging content, these components…
Read MoreA Content Repurposing Workflow for Financial Advisors
The internet is a crowded space – in fact, there’s nearly five billion people on the internet across the globe. With so many people in the room, it can be difficult to get your firm to stand out. One of the most tried and true ways of gaining prospects’ and clients’ attention is probably the most…
Read MoreJohn O’Connell on Values-based Investing, the Cybersecurity Education and the Future of AI in Fintech
In our final episode of this season’s On the Circuit, we’re sitting down with John O’Connell of Oasis Group to discuss values-based investing, the Great Wealth Transfer, cybersecurity education and the future of AI in fintech. As Founder of Oasis Group and author of Rise of the Activist Investor, John O’Connell is putting his 30+…
Read MoreAngie Herbers on Organic Growth for Financial Planners in a post-COVID World
In this week’s episode, Angie Herbers of Herbers & Company joins On the Circuit to discuss the challenges of organic growth for financial professionals. In today’s podcast, Angie Herbers discusses the process of selecting the right consultant for financial advisory firms. She categorizes experts into three groups: specialists (who focus on a specific area like…
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