Best Advisor Marketing Content

A curated collection of YouTube videos, podcasts, and articles
Content Title
Author
πŸŽ₯ Everything You Need to Know About LinkedIn Sales Navigator: The Guide to Build Your Practice's Brand
Alex Cavalieri
πŸŽ₯ How to Create 7-10 Pieces of Content From One
Alex Cavalieri
πŸŽ₯ Stop Ignoring Your Practice's Website: Building a Website That Converts
Alex Cavalieri
πŸŽ™ 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
πŸŽ™ 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
πŸŽ™ 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

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

β€’ Free
🎨
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)
πŸŽ₯
Video editing
VEED
Used for creating subtitles and adding borders and graphics to video clips

β€’ $20/month
πŸŽ₯
Video editing
iMovie
Easiest video editor. Free on Mac. Minimal customization features.
πŸŽ₯
Video editing
Final Cut Pro
Fairly steep learning curve. More versatility than iMovie.

β€’ $250
✍🏼
Productivity
OneTab
Collapse Chrome tabs while still keeping them

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

β€’ Free
✍🏼
Scheduling
Buffer
Free, simple social media scheduling software

β€’ Paid options available
✍🏼
Twitter
Typefully
Best Twitter scheduler and thread creator

β€’ Free

Swipe File

πŸ’‘ 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

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