Best Advisor Marketing Content

A curated collection of YouTube videos, podcasts, and articles

🎥 Everything You Need to Know About LinkedIn Sales Navigator: The Guide to Build Your Practice's Brand

🎥 How to Create 7-10 Pieces of Content From One

🎥 Stop Ignoring Your Practice's Website: Building a Website That Converts

🎙 The Marketing Funnel: Myths, Truths, and How to Build One That Works with Kristin Shea

✍🏼 4 Types of Email Marketing Automation to Add to Your Advisory Practice

✍🏼 7 Niche Marketing Ideas for Financial Advisors

✍🏼 Marketing is About Marathons AND Sprints: How to Plan for Both as a Financial Advisor

✍🏼 2 Ways I Improved My Advisor Website SEO (And How You Can, Too)

🎙 3 UX Improvements I Made to Boost Website Traffic in 2021

🤯 Jason Wenk's Marketing Plan

✍🏼 How to get your first 100 clients as a new RIA | Part 1

✍🏼 How to get your first 100 clients as a new RIA | Part 2

✍🏼 How to get your first 100 clients as a new RIA | Part 3

✍🏼 4 Things I've Learned From Sending 3.2 Million Financial Advisor Emails... (Plus How To Use LinkedIn To Build Your Email List)

✍🏼 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now...

🎙 Awesome SEO Advice for Financial Advisors with Taylor Schulte

✍🏼 I Analyzed The Websites Of Barron’s Top 100 Independent Financial Advisors: Here’s What They Do Differently…

Tools to Use

Email Marketing

Best email marketing software. Landing page templates could be better.
‍
• ~$29/month

Task management, content planning

My home for everything. From practice management to tasks to content planning.

• Free

Graphic design

One of the best tools you can have. Used for 99% of all graphic design and visual content creation

• Free (I personally upgraded to the $12.99/mo Pro version)

Video editing

Used for creating subtitles and adding borders and graphics to video clips

• $20/month

Video editing

Easiest video editor. Free on Mac. Minimal customization features.

Video editing

Fairly steep learning curve. More versatility than iMovie.

• $250

Productivity

Collapse Chrome tabs while still keeping them

• Free

Twitter Card Validator

Used to preview what a link will look like prior to sharing on Twitter

• Free

Free, simple social media scheduling software

• Paid options available

Best Twitter scheduler and thread creator

• Free

Swipe File

💡 Idea generation (click & read comments)

Why It's a Good Tweet: Thread, breaks down mistakes that people can avoid

Why It's a Good Tweet: Summarizes a popular book, provides valuable insights, tags larger account

Why It's a Good Tweet: Listicle, provides value, well-formatted

Why It's a Good Tweet: Listicle, valuable, encourages comments

Why It's a Good Tweet: Asking a question that people can easily reply to, gives them a chance to share their knowledge - also gave him a lot of data points

Why It's a Good Tweet: Thread, common problem people face, providing a solution

Why It's a Good Tweet: Asking a question, provides value to people who read the comments

Why It's a Good Tweet: Tailored for MedTwitter, informative

Why It's a Good Tweet: Well-formatted, slightly informative

Why It's a Good Tweet: Encouraging, well-formatted

Why It's a Good Tweet/Thread: Tells a story, gives background on the business

Best Content from Outside the Industry

✍🏼

Marketing

Marketing Lessons with Jack Butcher and David Perell - YouTube
@GoodMarketingHQ Twitter List

🎨

Branding & Inspiration

The Ultimate Guide to Font Pairing (Blog)21 Brand Style Guide Examples for Visual Inspiration (Blog)

🖥

Landing Page Inspiration

34 of the Best Landing Pages (Twitter thread)17 Things to Help Your Landing Page Convert (Twitter thread)Publish Press Newsletter (Landing page)

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Stories & Twitter Threads

8 Marketing Lessons from Disney 12 Universal Lessons to Grow on Any Social Media 17 SEO Strategies to Build Organic Traffic How to 10x Your Email List The Most Important Marketing Frameworks How To Write Better Headlines

FOR FINANCIAL PLANNERS

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