ChatGPT-ify Your Business

ChatGPT-ify Your Business

An advisor recently told me he found my company using ChatGPT. That was a surprise! This got me thinking—what's the future of finding businesses through AI?

You should be aware that ChatGPT's data is a few years behind, making AI visibility a long-term game. ChatGPT produces responses from a blend of licensed data, information from human trainers, and public resources. Specifically, it told me it uses online databases, credible financial publications, and its compiled collective knowledge to suggest the "best financial advisors."

There's no surefire way to “ChatGPT-ify” your business. But based on this understanding of how it sources responses, here's what I'd recommend doing over the next few years:

• Try to get on all the “best financial advisor” lists.

• Register for all the "find an advisor" websites.

• Strive to win industry and local business awards.

• Ramp up your public relations efforts.

Will these steps make ChatGPT highlight your business? Honestly, I don’t know, but this is my best-educated guess on how to get listed in the future.

Written by humans. Edited by artificial intelligence (ChatGPT-4).

Filtering Questions for Smart Marketing Decisions

Filtering Questions for Smart Marketing Decisions

When it comes to making marketing decisions, it can be overwhelming to determine which opportunities and ideas are worth pursuing. That’s why I recommend using filtering questions to simplify the process.

Though you should develop your own set of filtering questions, here are a few examples to help you start:

• Will this activity resonate with my niche?

• Is this opportunity getting me in front of the right audience?

• Will it help me leverage my reach?

• Does it offer a chance to engage with multiple prospects simultaneously?

• Will this cost me less than $X per lead?

By applying standard filtering questions that you develop, you can simplify your marketing decisions and ensure you’re investing your time and resources in activities that align with your goals.

Written in collaboration with artificial intelligence (ChatGPT-4). Edited by a human.

The Three R’s of Building Trust

The Three R’s of Building Trust

When you ask a prospective client to hire you, you ask them to place a considerable amount of trust in you. This trust requires confidence in your competence and your commitment to acting in their best interests. It also involves certainty in your ability to safeguard their life savings and faith in your skills to address their financial issues and help achieve their goals. It’s a significant ask, especially from someone just getting to know you.

So, how can you cultivate this trust through your marketing? The answer lies in utilizing the three R’s in your marketing strategies:

1. Recommendation: A testimonial from someone who has worked with you helps build trust. This “R” can include client referrals or endorsements from centers of influence, or client reviews on platforms like Google or Yelp.

2. Research: Prospective clients will likely conduct an investigation to assess your trustworthiness. They might visit your website, scrutinize your social media presence, or use search engines to learn more about you. They might also inquire within their own networks to gauge your general reputation.

3. Repetition: Familiarity often breeds trust. By consistently showing up on a prospect’s radar—through social media posts, newsletters, community event sponsorships, published articles, or advertising—you can create a sense of familiarity that, over time, contributes to trust-building.

Written in collaboration with artificial intelligence (ChatGPT-4). Edited by a human.

Summer Reading List Of “Best Books” For Financial Advisors – 2023 Edition

Summer Planning for Fall Marketing

Summer Planning for Fall Marketing

Summer is upon us, marking it the perfect time to proactively plan for your fall marketing endeavors. While it's common for prospects to overlook your marketing efforts during the summer months, their engagement tends to increase as the fall season approaches. The summer presents an opportunity for valuable planning time.

During this season, take advantage of the relatively quieter period to establish your marketing goals and strategies for the September through November marketing push. Consider the online or offline events you want to host and start thinking about relevant seasonal topics and themes that will resonate with your target audience in the fall.

By strategically planning your fall marketing initiatives during the summer months, you can position yourself to captivate your audience when they become more receptive in the coming months.

Written by humans. Edited by artificial intelligence (ChatGPT-4).

Staying “On Niche”: The Secret to Aligning Your Marketing for Success

Create Email Campaigns in Gmail

Create Email Campaigns in Gmail

Sending email campaigns is easier than ever. Gone are the days of needing dedicated marketing email software like Constant Contact or Mailchimp, or automation tools like HubSpot. Now, you can launch visual email campaigns straight from your Gmail account, reaching hundreds of recipients at once.

Gmail offers a diverse range of graphic email layouts, supporting up to 1,500 individual emails in a single send. This is ideal for beginners starting an email newsletter without the complications of using Mailchimp or similar platforms. Plus, it's perfect for creating campaigns that resemble a direct, one-on-one email from you.

Discover more about this feature and how to set it up here.

Written in collaboration with artificial intelligence (ChatGPT-4). Edited by a human.

Kaleido Creative Studio Launches OnNiche®: A Niche-Based Marketing System for Financial Advisors

SAN DIEGO—June 1, 2023—Kaleido Creative Studio, a marketing consulting firm specializing in financial advisors, is proud to announce the launch of OnNiche®, a marketing system designed to help advisors stand out in a crowded market.

Launching July 1, OnNiche® guides individual financial advisors and Registered Investment Advisors (RIAs) in developing a niche-based marketing strategy to consistently attract ideal clients. More information is available at OnNiche.com.

According to Kristen Luke, President of Kaleido Creative Studio, “We understand that the marketing efforts employed by many RIAs often fall short of producing tangible results. That’s why we’ve developed OnNiche®. This niche-based marketing system will help position advisors as in-demand experts in their specific niches.”

Luke added: “By implementing a niche strategy, advisors can change their marketing approach forever, working only with clients who value their expertise.”

With 15 years of experience working with hundreds of independent financial advisors, from firms just starting out to multibillion-dollar AUM enterprise RIAs, Kaleido Creative Studio has developed a niche-based marketing system based on its most successful engagements. The collaborative, done-with-you, OnNiche® system is built on four main steps: identifying a niche, building a marketing platform, establishing authority, and becoming “uncomparable.”

OnNiche® is ideal for RIAs and advisors who are frustrated with traditional and trendy marketing efforts that fall short and are seeking a more effective way to market their business. By adopting this niche marketing approach, financial professionals can stop wasting time and money on ineffective strategies and start seeing tangible results.

“We are excited to launch OnNiche® and help RIAs and financial advisors differentiate themselves through niche marketing,” Luke said. “Our niche-based marketing system can help advisors become ‘uncomparable’ by positioning themselves as experts in their niches, ultimately leading to more meaningful client relationships and business growth.”

For more information, please visit OnNiche.com.

About Kaleido Creative Studio

Kaleido Creative Studio is a marketing consulting firm that specializes in helping Registered Investment Advisors and their employees differentiate themselves through niche marketing. The company’s president, Kristen Luke, is a leading authority in marketing for financial advisors and has extensive experience in helping professionals position themselves as experts in their field. For more information, visit OnNiche.com or kaleidocreative.com.

Persisting Through Boredom

Persisting Through Boredom

Staying consistent with your marketing efforts is critical, even when it feels monotonous. Boredom is a positive sign that you’ve found a rhythm and routine that work. Familiarity and repetition lead to predictability with your prospects and create trust.

Routine communications, regular outreach, and sustained visibility all generate momentum over time. While the allure of a new strategy might be tempting, remember that consistency fosters trust, recognition, and loyalty in your niche.

Don’t let fleeting feelings of boredom detract from the benefits of a stable, reliable marketing plan. Persistence in your efforts not only reinforces your commitment to your niche but also cements your connection with your clients and prospects.

Written in collaboration with artificial intelligence (ChatGPT-4). Edited by a human.

AI for Graphic Design

AI for Graphic Design

This week’s tip is inspired by a suggestion from Jim Ludwick, founder of Procrastination Junction, a sales skill coaching program for fee-only advisors.

Artificial intelligence isn’t just for writing anymore. It’s making big moves in graphic design and web programming too. Take MarketingBlocks.ai, for example. This tool is designed to take care of many different marketing tasks. It can create videos, produce voiceovers, handle graphic design, and build and optimize landing pages. In essence, MarketingBlocks.ai is evolving into a one-stop solution for all your audio-visual marketing needs. For DIYers without technical design skills, this tool is a fantastic resource.