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An introverts guide to conferences
Get excited for Future Proof, Excell, and Fearless Investing Summit… without worrying about how overwhelming the experience can be.
A picture is worth a hundred words
Financial education content can be dry and hard to understand. Visuals help people grasp concept.
Content & Cocktails: webinar replay
Rewatch Content 151's first ever webinar, talking marketing strategies for 2021. We go over how to make your website work for your business, reasons to streamline your social media, and why 2021 is the year you should finally test out paid marketing online. Oh, and there are cocktails. ;)
Should you rethink LinkedIn?
LinkedIn is getting more traffic thanks to COVID-19 and social distancing… and it’s also getting a bit of a makeover from its new parent Microsoft. We look at whether you need to rethink LinkedIn.
Marketing jargon explained: the funnel
The funnel is one of the most jargon-y terms in marketing. But understanding it can be the difference between a successful marketing campaign … and a frustratingly “meh” effort.
Sales vs Marketing: You’re working too hard
A friend recently said to me: “Advisors are great at sales but terrible at marketing.” Here’s a look at why that is, how to fix it, and why it’s so important that you do.
The golden rule of marketing: Audience First
The secret to making it impactful for your clients (and prospective clients) is by tailoring it to them. And no one knows your clients better than you.
The power of knowing your clients
Financial advisors know their clients. But ask advisors about their customer journey… and you tend to get crickets. So I put together a guide to the customer journey tailored to helping financial advisors understand and engage their clients.