Three Crowns Mixtape: August 5, 2022
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Important financial industry news + marketing insights + good music.
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Must-Read Financial Industry & Marketing Articles
FMG SNATCHES VESTORLY
Does FMG stand for Financial Marketing Giant? Because FMG is officially an acquisition juggernaut with this latest news.
FMG shook up the automated advisor marketing ecosystem when it bought Twenty Over Ten, and now it’s again taking another popular platform off the market with its acquisition of Vestorly.
Vestorly made its name by aggregating news sources and creating personalized content feeds – so advisors could theoretically serve up relevant information to clients without having to create their own content to do it.
It adds a big arrow to FMG’s quiver and strengthens their offering as competitors like Snappy Kraken have recently expanded their own capabilities with the addition of Advisor Websites to their platform.
It wasn’t that exciting for a long time, but the marketing automation game is suddenly getting interesting.
TACOTECH ADDS A KIDS MENU
Our CEO, Johnny Sandquist, hosts a fintech podcast along with Torie Happe from Holistiplan called TacoTech – and obviously we’re biased but it’s pretty great. They talk with wealth management executives about trends in the industry, and cap off each episode with a discussion and the guest’s favorite tacos.
So you might wonder, how could that podcast format get better? We thought it was impossible too. But now, it’s obvious how to make a podcast better: You just add kids.
Johnny and Torie both welcomed their kids to create a TacoTech Jr. episode of the show. What does money mean? How do they save up for something special? Should nachos have melted cheese or unmelted cheese?
You’ll learn all that and more in this very special episode of TacoTech.
DATA AND MARKETING ARE THE NEW PEANUT BUTTER AND JELLY
Speaking of podcasts, Johnny was honored to be a guest on CRM Unlocked, the podcast produced by wealth management technology provider Skience.
Johnny joined Skience CMO Ali McCarthy to talk about…[checks notes]…the place of tattoos and strippers in financial advisor marketing?
That doesn’t sound quite right, but we promise it all makes sense when they’re talking about finding a niche and personalizing your marketing to the ideal types of clients you want to work with.
Dig into this podcast to learn how to integrate your firm’s client data with your marketing plan to create personalized messages that really connect.
OPTIMIZE YOUR SITE TRIGGERS TO LEARN MORE ABOUT YOUR SITE
This article is primarily about optimizing your Facebook ads to get a more engaged audience, but it also includes a super useful tutorial on how to set up triggers in Google Tag Manager so you can get a clearer picture of site engagement. If you don’t have Google Tag Manager, schedule some time to sit down and get it set up (here’s a great step-by-step guide). GTM allows you to easily install pixels and tracking tags on your site without having to contact your web developer every time you want to update something.
Also yeah, Facebook ads are kind of great and kind of terrible. Many of their targeting options are less than 50% accurate, leading to clicks from people other than your target audience. Hence, the GTM tutorial to help you get more accurate measurements so you can make your targeting even better.
The Best Darn Tootin’ Tutorial We’ve Seen All Week
Here’s what we’ve been listening to this week.
Zach McDonald, President & CMO
“This is one of those rare albums that I can always put on, no matter what I’m in the mood for.”
Johnny Sandquist, Founder & CEO
“New Death Cab. It was never just a phase, mom.”
Connor Brandt, Graphic Designer
“One of the best artists I got to see at Maha this weekend:”
Justine Young, Content Writer
“someone’s gotta do it.”
Amber Froendt, Project Manager
“This is my new jam for the week.”
Sidney Snyder, Account Manager
“This one’s for you Elyse Meyers.”
Keep up with all of our picks of the week over time with the Three Crowns Mixtape on Spotify.
Click here to check it out and favorite it to add it to your collection.