Hey, it’s Brooks. Welcome to Mondays with Money Marketers, where Wall Street meets Madison Avenue.

As a quick reminder, we provide flexible, compliance-approved content solutions for financial service firms to help retain clients and generate leads.

Every Monday we share tips and tricks we’ve learned that you can implement yourself.

Before we dive in here's a link to my calendar if you'd like to discuss how we can help you generate more business.

In today’s edition:

• A strategy for improving content geared to clients and leads

• How to use in-newsletter polls to learn from your audience

• Why every financial advisor needs to tell great stories

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LINKS WORTH A LOOK

🗣️ Marketing News & Insights

• How to use in-newsletter polls to learn from your audience (Inbox Collective)

• What’s the Future of Blogging After AI? (Dead or Alive in 2024) (Adam Enfroy)

• How to turn AI into your social media assistant when seasonality strikes (Sprout Social)

💼 Industry News & Insights

• RIA industry trends: Independent Advisor Outlook Study 2024 (Schwab)

• Advisors Becoming More Comfortable With AI, Orion Finds (FA-Mag)

• Every Financial Advisor Needs to Tell Great Stories (Don Connelly)

🤔 Honorable Mentions

• These Families Are Shutting Down the Bank of Mom and Dad (WSJ, Subscription Required)

• Helicopter Parenting and Money (Contessa Capital Advisors)

• The Number One Way Americans are Becoming Millionaires (Morning Star)

DEEP DIVE

3 Dead Simple Ways To Keep Content Engaging

Do you remember flipping through a Highlights magazine as a kid?

For the unfamiliar, it’s a publication which has education stories for children. But, since a 6 year-old is not too keen on reading through non-fiction articles, the magazine mixes in puzzles and other fun games.

The interactive parts of the magazine as well as the fun images are how Highlights keeps young ones engaged with the more boring aspects of the publication.

A similar type of strategy is great for improving content geared to clients and leads.

Keep It Crispy

An email blast with strong visuals is a must for personalization.

A simple way to put together an attractive visual is by finding a metaphor or theme to go with your email sendout.

For example, during choppy market times, you could use a picture of a roller coaster or Merry-Go-Round or other amusement park type ride that fits the message.

You can use pictures of the gym if you are writing about getting into financial shape.

Other visuals which can be great for keeping audiences engaged are charts or graphs.

A well presented set of data will aid in driving home important points and give another way to present your information.

Survey Says…

A nice way to differentiate your material from all the other financial content online is with a survey.

There are plenty of write ups online about investing, financial planning, and tax tips, but an interactive survey makes your email unique.

You can even personalize the survey with fun questions.

For example, a question on a favorite type of roller coaster when writing about market volatility.

The goal is to keep your audience engaged while also giving you more data on who’s really reading through your emails.

The survey could also aid in giving you metrics on your clients or leads.

You could ask surveys on how often people review their asset allocations in retirement accounts to get leads thinking about their portfolios.

Winky Face

This doesn’t work for everyone, but there are some advisors who say emojis are a trick for personalizing content.

An emoji requires little effort to grab and adds emotion to what you are sending out.

If you believe your audience would respond favorably to emojis, it is worth considering adding to your tool belt.

Don’t Be Afraid To Ask

Finally, put forth questions to your audience.

It is such an easy way to gather feedback on leads and give you a better sense of what your clients are looking for from your service.

You also shouldn’t be afraid to ask for help yourself.

Coming up with educational content, being consistent, and crafting great material takes time and effort.

Rather than take this all on by yourself, we can help.

We have writers who put together amazing stuff, allowing you to better retain clients and drive more leads to your practice.

Want to hop on a call to discuss this further? Click here to schedule a time to talk. Make it a great week, we’ll see you back here next Monday.

Best,

Brooks

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