Web Design
Blog
Best Advisor Marketing Content
A curated collection of YouTube videos, podcasts, and articles
Content Title
Author
π₯ Everything You Need to Know About LinkedIn Sales Navigator: The Guide to Build Your Practice's Brand
Alex Cavalieri
π₯ How to Create 7-10 Pieces of Content From One
Alex Cavalieri
π₯ Stop Ignoring Your Practice's Website: Building a Website That Converts
Alex Cavalieri
π The Marketing Funnel: Myths, Truths, and How to Build One That Works with Kristin Shea
Alex Cavalieri
βπΌ 4 Types of Email Marketing Automation to Add to Your Advisory Practice
Alex Cavalieri
βπΌ 7 Niche Marketing Ideas for Financial Advisors
Alex Cavalieri
βπΌ Marketing is About Marathons AND Sprints: How to Plan for Both as a Financial Advisor
Alex Cavalieri
βπΌ 2 Ways I Improved My Advisor Website SEO (And How You Can, Too)
Taylor Schulte
π 3 UX Improvements I Made to Boost Website Traffic in 2021
Taylor Schulte
π€― Jason Wenk's Marketing Plan
Jason Wenk
βπΌ How to get your first 100 clients as a new RIA | Part 1
Jason Wenk
βπΌ How to get your first 100 clients as a new RIA | Part 2
Jason Wenk
βπΌ How to get your first 100 clients as a new RIA | Part 3
Jason Wenk
βπΌ 4 Things I've Learned From Sending 3.2 Million Financial Advisor Emails... (Plus How To Use LinkedIn To Build Your Email List)
James Pollard
βπΌ 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now...
James Pollard
π Awesome SEO Advice for Financial Advisors with Taylor Schulte
James Pollard
βπΌ I Analyzed The Websites Of Barronβs Top 100 Independent Financial Advisors: Hereβs What They Do Differentlyβ¦
James Pollard
Tools to Use
π¨
Email Marketing
ConvertKit
Best email marketing software. Landing page templates could be better.
β
β’ ~$29/month
βπΌ
Task management, content planning
Notion
My home for everything. From practice management to tasks to content planning.
β’ Free
π¨
Graphic design
Canva
One of the best tools you can have. Used for 99% of all graphic design and visual content creation
β’ Free (I personally upgraded to the $12.99/mo Pro version)
π₯
Video editing
VEED
Used for creating subtitles and adding borders and graphics to video clips
β’ $20/month
π₯
Video editing
iMovie
Easiest video editor. Free on Mac. Minimal customization features.
π₯
Video editing
Final Cut Pro
Fairly steep learning curve. More versatility than iMovie.
β’ $250
βπΌ
Productivity
OneTab
Collapse Chrome tabs while still keeping them
β’ Free
βπΌ
Twitter
Twitter Card Validator
Used to preview what a link will look like prior to sharing on Twitter
β’ Free
βπΌ
Scheduling
Buffer
Free, simple social media scheduling software
β’ Paid options available
βπΌ
Twitter
Typefully
Twitter scheduler and thread creator
β’ Free
Swipe File
π‘ 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
βπΌ
Marketing
Marketing Lessons with Jack Butcher and David Perell - YouTube
@GoodMarketingHQ Twitter List
π¨
Branding & Inspiration
The Ultimate Guide to Font Pairing (Blog)
21 Brand Style Guide Examples for Visual Inspiration (Blog)
π₯
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)
βπΌ
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