Week 28: Track key data to perfect your sales process.
Week 27: Learn Facebook advertising from the best.
Week 26: Let Google determine your next blog topic.
Week 25: Maximize your video views.
Week 24: Balance your content between trendy and tried-and-true.
Week 23: Make sure your viewers understand your video even without sound.
Week 22: Understand how the GDPR impacts your business.
Week 21: Remember: Your website isn’t for your clients.
Week 20: Skip the Q&A.
Week 19: When it comes to logo formats, you need a variety.
Week 18: Don’t sell—educate.
Week 17: Write for readability, not just SEO.
Week 16: Standardize communication tools to implement a consistent experience.
Week 15: Demonstrate trustworthiness through affiliation.
Week 14: Bigger is not always better.
Week 13: When Markets Crash, Go Live
Week 12: Recycle Your Blogs
Week 11: Direct visitors to your calls to action through the power of the human gaze.
Week 10: Take your email database beyond email.
Week 9: Prepare for the next financial disaster.
Week 8: Understand the path your clients take in choosing your firm.
Week 7: Be prepared to justify your fees by showing your added value.
Week 6: Help comparison shoppers understand advisor differences.
Week 5: Safeguard your social media marketing efforts.
Week 4: Write blogs on Specific Triggering Events
Week 3: Be found when prospective clients are looking for a fee-only advisor.
Week 2: Understand the root motivation why a prospective client contacts you.
Week 1: Make it easier for prospects to schedule an appointment.
Mapping the customer journey is an increasingly popular way for businesses to understand a customer's experience with their brand.
Over the last few years, we have seen RIAs that have traditionally focused on high-net-worth individuals and families become interested in marketing to millennials. This trend is a result of several factors: