Posts by Zach McDonald
How Advisors Can Build an Efficient Process for Creating and Publishing Content in 2024
Studies have shown that companies that publish blogs several times a month have a 16% higher rate of reaching their marketing goals than companies that publish less than once a month. However, there is a lot of friction in the content production process, and as a result a lot of advisors don’t publish very…
Read MoreHow Can Advisors Position Their Digital Marketing to Engage Business Owners Better?
Marketing to business owners is serious business. They’re busy, stressed, overworked and generally take their time when making big decisions. That being said, business owners make great clients. They typically place a high value on an advisor’s input and the relationship has a lot of potential for growth. It’s no wonder so many advisors name…
Read MoreWhy Do Financial Professionals Blog? 8 Good Reasons Behind One of the Most Effective Marketing Strategies Used Today
Blogs are everywhere. On last count, there were 75 kajillion blogs on the internet, and 15 bazillion of them were about money (need citation). As a financial professional, it makes sense that you would want to start a blog. Blogging has countless benefits, from SEO to client communications to building your reputation, publishing your insights…
Read MoreThe Financial Advisor’s Guide to Understanding Google Analytics 4 (GA4)
Analytics are like the Goldilocks of measuring your marketing dollars: They are one of the most powerful tools to measure whether you’re spending too much, too little or just right. One of the most popular tools for measuring marketing metrics is Google Analytics. It’s free, it’s relatively simple to install and use, and it’s powered…
Read MoreAdvisor Conference Tips: Industry Pros Share Their Best Advice for Getting the Most Out of Conferences
We asked some of our favorite industry influencers and conference mainstays for their #1 advisor conference tips to help you get the most out of your time, energy and money. Check out their answers below – then head over to Linkedin to join the conversation by adding your best tip! Party Down Tim Welsh –…
Read MoreThe Financial Advisor’s Guide to Writing Blogs that Grab Your Audience’s Attention – The Three Crowns Method
Writing and publishing on your firm’s blog is one of the best investments you can make in your business – hands down. It’s a great way for you to explore topics, it brings visitors to your site, it increases visibility for your website, it lays the groundwork for your marketing funnel – I could go…
Read More15 Marketing Ideas for Financial Advisors Looking to Grow
When it comes to marketing ideas for financial advisors, it’s easy to fall back on the same old dusty ideas. We’ve been helping financial advisors grow their firms through marketing since we opened in 2018, so we have several time-tested ideas that can truly make a difference. Here are a few of our favorites. The…
Read More9 Tips for Getting the Most Out of Advisor Conferences
Financial advisor conferences are packed with valuable information and more than a few distractions – check out these tips to maximize your experience!
Read More10 Best Podcasts for Financial Advisors in 2023
Check out our roundup of the top 10 podcasts for financial advisors. Each entry on this list includes a brief description, why we love it, and a couple sample episodes that we think will give you a good feel for the style of the show.
Read MoreComparing the Cost of Hiring In-house vs. Agency Marketing for Financial Advisors
Who you hire to handle your marketing depends on what exactly you need, but did you know that hiring an agency is actually less expensive than hiring in-house?
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