Best Advisor Marketing Content

A curated collection of YouTube videos, podcasts, and articles
Content Title
Author
🎥 Everything You Need to Know About LinkedIn Sales Navigator: The Guide to Build Your Practice's Brand
Alex Cavalieri
🎥 How to Create 7-10 Pieces of Content From One
Alex Cavalieri
🎥 Stop Ignoring Your Practice's Website: Building a Website That Converts
Alex Cavalieri
🎙 The Marketing Funnel: Myths, Truths, and How to Build One That Works with Kristin Shea
Alex Cavalieri
✍🏼 4 Types of Email Marketing Automation to Add to Your Advisory Practice
Alex Cavalieri
✍🏼 7 Niche Marketing Ideas for Financial Advisors
Alex Cavalieri
✍🏼 Marketing is About Marathons AND Sprints: How to Plan for Both as a Financial Advisor
Alex Cavalieri
✍🏼 2 Ways I Improved My Advisor Website SEO (And How You Can, Too)
Taylor Schulte
🎙 3 UX Improvements I Made to Boost Website Traffic in 2021
Taylor Schulte
🤯 Jason Wenk's Marketing Plan
Jason Wenk
✍🏼 How to get your first 100 clients as a new RIA | Part 1
Jason Wenk
✍🏼 How to get your first 100 clients as a new RIA | Part 2
Jason Wenk
✍🏼 How to get your first 100 clients as a new RIA | Part 3
Jason Wenk
✍🏼 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
✍🏼 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now...
James Pollard
🎙 Awesome SEO Advice for Financial Advisors with Taylor Schulte
James Pollard
✍🏼 I Analyzed The Websites Of Barron’s Top 100 Independent Financial Advisors: Here’s What They Do Differently…
James Pollard

Tools to Use

📨
Email Marketing
ConvertKit
Best email marketing software. Landing page templates could be better.
‍
• ~$29/month
✍🏼
Task management, content planning
Notion
My home for everything. From practice management to tasks to content planning.

• Free
🎨
Graphic design
Canva
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
VEED
Used for creating subtitles and adding borders and graphics to video clips

• $20/month
🎥
Video editing
iMovie
Easiest video editor. Free on Mac. Minimal customization features.
🎥
Video editing
Final Cut Pro
Fairly steep learning curve. More versatility than iMovie.

• $250
✍🏼
Productivity
OneTab
Collapse Chrome tabs while still keeping them

• Free
✍🏼
Twitter
Twitter Card Validator
Used to preview what a link will look like prior to sharing on Twitter

• Free
✍🏼
Scheduling
Buffer
Free, simple social media scheduling software

• Paid options available
✍🏼
Twitter
Typefully
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)
✍🏼
Stories & Twitter Threads
8 Marketing Lessons from Disney12 Universal Lessons to Grow on Any Social Media17 SEO Strategies to Build Organic TrafficHow to 10x Your Email ListThe Most Important Marketing FrameworksHow To Write Better Headlines
FOR FINANCIAL PLANNERS
Content Strategy
Marketing
Brand Strategy
Ideas & Inspo
Articles
Copyright 2021-22. Piertree. All Rights Reserved. Credits.