This week’s “Trending This Tuesday” is a good one, with some of our favorite reads on how to make a stronger financial advisor website to setting your marketing goals and a whole lot more.

1. What Makes A Great Financial Advisor Website? | How To Write Your Bio, Design Your Homepage 2022 via Twenty Over Ten

Your advisor website serves as your “digital office.” And if the past two years have taught us anything, it’s the importance of a strong online presence. So, how do you ensure that you are standing out, driving more leads and closing conversions in 2022? This video from Samantha Russell shares five aspects of a strong site, including:

  1. Hero Text
  2. Unique Design
  3. Call to Action
  4. First-Person Bio
  5. Engaging Copy

To learn more and see examples, be sure to check out the full blog and video.

What makes a great financial advisor website

2. How To Set Marketing Goals Based on Business Goals via iMPACT

How can you connect your inbound marketing goals to your business goals and boost revenue growth? This article shares the importance of goal setting and how can you can alight your marketing goals based on your business goals.

  • Identify how much revenue you need to generate from your inbound marketing efforts
  • Determine how many sales you need to hit those revenue goals
  • Identify your closing rate and how many opportunities you need
  • Identify how many SQLs you need
  • Identify how many MQLs you need
  • Figure out how many leads you need
  • Determine how much traffic you need to determine your goals

Once you figure this out, you can start to figure out how to align your goals. Check out this article so that you can be better prepared in 2022.

How to connect marketing goals to business goals

3. The art of doing less and accomplishing more via SEI

Financial advisors often feel as though they need to “do it all.” Not only are they serving their clients, but they are marketing their company, running their business and trying to keep their technology up to date. So, how can you accomplish more while doing less in 2022?

  1. Play to your strengths
  2. Be clear and consistently committed
  3. Prepare for obstacles
  4. Have a daily and weekly plan
  5. Celebrate progress

Find out more about each point in this great article from Shauna Mace.

SEI blog

4. Stressed About Your Marketing? Our Best Advice To Help via Perfectly Planned Content

Since 2020, everything seems to be moving in fast-forward when it comes to your marketing and the way you run your business. So, if you are feeling overwhelmed by your marketing, here are four simple ways to change that.

  1. Change the way you think about your marketing goals
  2. Transform your approach to goal-setting
  3. Create goal-buckets
  4. Meet yourself where you are now

To learn more about each, be sure to check out this article from Zoë Meggert.

Perfectly Planned Content blog

5. Wholesomely nasty ways for financial advisors to beat the competition via Sara Grillo Podcast

Of course, you want to outshine your competition. So, how can you do this? Sara Grillo shares all the nitty-gritty details so that you can beat out the competition and excel in 2022 and beyond.

Get all the details in this podcast.

Sara Grillo podcast

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