Who is telling your story?
Evergreen Financial Marketing
Helping exceptional advisors differentiate their brands through powerful, original marketing.
In this week's newsletter:
Why (and How) to Tell Your Clients' Stories
I grew up with a financial advisor as a dad. I got the privilege of hearing his stories – the good and the hard – while sitting around the dinner table.
He was (and is still) in the trenches with families, helping them to navigate decisions that affect their trajectory. The impact of his work (and yours) is on a life-changing scale.
So riddle me this Batman:
Why don't advisors tell these stories in their marketing?
There are 3 common reasons I hear when I ask this question:
All understandable on a human level, but let's be honest. In my work helping FAs market themselves, your clients' stories are the most powerful assets your brand has.
Isn't it worth figuring out how to effectively and consistently tell these stories?
In this week's reflection, we share our experience on why advisors need to tell more stories – and how to get it done.
Unleashing Your Clients' Testimonials
"New regulation actually created an opportunity for advisors."
If your business has grown through referrals up to this point, client reviews are one of the best strategies you should consider. The SEC rolled out their new permissions from 2021-2022, but as you may know, many advisors struggled to understand the regulations.
That's why we have joined forces with Wealthtender – the industry's first and only advisor testimonial platform designed according to the SEC's specs.
领英推荐
We recently hosted WealthTender CEO Brian Thorp and Chief Evangelist Diana Cabrices for a 1-off masterclass on testimonial marketing. In this webinar, we discuss:
If you have clients that love you, this is worth your time to check out!
Welcome to the New Evergreen
Some of you may already be aware, but we recently completely overhauled our standard marketing model for advisors and firms.
This comes from a few months of soul-searching and feedback from our clients, and the result has us thrilled. There are two major pillars on which our new model is built.
How We Do Content
We've always believed in video-first content that highlights your thought leadership in a way no ghostwriter can, but we have changed how we capture that video.
Now, we facilitate a once-a-month interview in our virtual recording studio, helped by a gear upgrade courtesy of Evergreen. The result is a schedule-friendly, conversational way to capture video. In one 30-minute interview per month, we capture YOUR thoughts in a way that translates to all of your digital platforms (blog, email, social, etc).
Quarterly Campaign
The other new development is that every one of our clients now receives a complimentary lead-generating campaign once per quarter. These are assets such as eBooks or webinars where you can direct your clients and prospects to engage with your brand. They also allow us to capture contact information for new prospects.
Accelerate Your Marketing
If you'd like to learn more about how we execute this for advisors and for firms, visit our refreshed What We Do page below.