01/20/20 Top recommended marketing links for financial firms

The Marketing Fix Newsletter

Here’s the top 5 articles and links that caught our attention that we’d like to share with you.

Our philosophy: In order to fix your marketing you need a combination of the right tools in your toolbox and the knowledge to know how to properly use them. Regularly reading curated marketing content for financial firms will help you to keep your tools sharpened

State-of-Digital-Marketing.pdf

Source: drive.google.com

FIXYR’S VIEW – These slides are from a recent webinar on digital marketing for financial advisors. Based on thousands of actual campaigns and over 9 million datapoints, the highlights are:

1. The most engaging platform for digital marketing is still email, and email also generates the highest lead conversion.

2. Lead nurturing requires multiple touches over time. The best way to do this is to supplement other activities by providing helpful content through email, social media, and newsletters.

4. On average, the top performing advisors have close to 1,000 contacts in their email list, and low performing advisors have about 300. How many do you have?


PlePer Tools – Accountant – Google My Business Category

Source: pleper.com

FIXYR’S VIEW – Do you have a Google My Business (GMB) listing for your business? Have you optimized your GMB listing?

This site provides the top categories for Accounting on GMB, as well as the top Q&A questions. Bookmark it for later.


Win More Clients By Positioning Yourself As The Expert

Source: dy.si

FIXYR’S VIEW – We strongly believe that professional services firms can differentiate themselves by positioning yourselves as experts through speaking or writing.


7 steps to successful marketing automation for accounting firms | Accounting Today

Source: dy.si

FIXYR’S VIEW – Marketing automation technology used to cost millions. We’ve done multiple marketing automation deployments at large firms, but within a decade that cost has come down to several hundreds of dollars per month.

This sophisticated technology is now within the reach of every business. The question is, do you know how to apply it?


Be the Who, not the How. The Who is more valuable. 

Source: fixyr.com

Be the Who – not the How.

The “Who” is the high-value trusted advisor that clients go to for problem solving.

The “How” is the low-value execution after the client has already decided by themselves how to fix the problem.

Which would you rather be?

At Fixyr we give financial firms the advice you truly need.

Fix your marketing in a snap with a Fixyr marketing roadmap!