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Prospect Nurturing to Generate Clients

6-minute read | 8 minute listen

Let’s say you want to start a vegetable garden. You buy the seeds and put them in the ground, but you can’t expect a bunch of ripe tomatoes the very next day. You need to nurture those tomato seeds to get some fruit.

The same thing goes for your financial adviser marketing efforts. You can’t generate leads, leave them to their own devices, then expect a sale. You need to nurture those leads to get loyal clients.

Lead generation is your first point of contact with a potential client, but lead nurturing is what builds that meaningful client-adviser relationship. Showing your potential clients you genuinely care for their well-being by producing helpful, empathetic content will help you increase sales, build relationships, and foster trust.
Continue reading Prospect Nurturing to Generate Clients

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Adviser Dialogue: Powerful Scripts That Connect and Convert

Conversations matter. 

A lot!

Conversations have a major impact on our lives.

In fact, they can go south in a heartbeat (just listen to this podcast on conversational styles.)

As advisers, there are countless conversations happening every day that can affect your client’s lives and your business.

With the need for consistent outreach being at an all-time high, it’s important you’re communicating properly.

No matter the situation.

These 5 articles will help you effectively connect and convert with your clients and prospects.
Continue reading Adviser Dialogue: Powerful Scripts That Connect and Convert

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Behind the Campaign: High-Engagement Emails

We love building automated, multi-channel marketing campaigns for Financial Advisers…especially campaigns that publish content for several weeks or months automatically. It saves our members a lot of time!

In fact, that’s what our company was built on.

But 4-week campaigns and evergreen content aren’t marketing silver bullets.

Part of being a great marketer, and a great adviser, is being able to show prospects and clients how current events impact them personally and financially.

And that’s why our timely emails have some of the highest open-rates for our members.

Being able to put a prospect’s mind at ease about a recent market swing, or help a client keep their head when Congress passes another sweeping tax reform, can be the turning point from prospect to client, or client to raving fan.

Continue reading Behind the Campaign: High-Engagement Emails

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Is this Email Too Long? (A Quick Marketing Lesson on Readers and Persuasion)

How long should my content be?

Well, that all depends.

The tongue-in-cheek answer would be:

It needs to be as long as it needs to be.

See, it all depends on the context and the objective of your content.

In the example below, let’s talk about email. Continue reading Is this Email Too Long? (A Quick Marketing Lesson on Readers and Persuasion)

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How Should You Approach Negative Responses to Your Marketing?

The following is based off of an interaction we had with one of our Snappy Kraken members.

Picture this.

You’ve carefully crafted a message for your newsletter or prospect nurturing email.

It’s thoughtful, topical, with tidbits of information and that particular sparkle you bring to the table.

You’re feeling good about this email.

You hit send.

Soon, you get back a response.

You’re excited to open it.

But instead of agreement, thoughtful praise, or someone willing to sign up for your services, you get this: Continue reading How Should You Approach Negative Responses to Your Marketing?

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HELP! A Simple Framework to Get Better Email Engagement

Picture this. You sit down to craft the perfect email to send to your existing and prospective clients.

You agonize over the right words, the right order, and the age-old question: to gif or not to gif?

You edit.

You polish.

And then you send it out into the world wide unknown, ready to reap the benefits of the responses that will come pouring into your inbox.

But instead of thousands of warm and receptive replies, you get nothing.

You are not alone.

When it comes to engaging prospects and clients through email, it can feel like you’re working in the dark.

Which is why we’ve built a framework that can help drive responses and engagement. Continue reading HELP! A Simple Framework to Get Better Email Engagement

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How to Build an Indestructible Mindset with Special Guest: Dr. Jack Singer

This is a power-packed 30-minute discussion between psychologist Dr. Jack Singer and Snappy Kraken CEO Robert Sofia.

​​​​​​​Dr. Jack shares vital techniques for building resilience, creating opportunities, handling nerve-wracking client conversations like an elite performer, and much more!

The advice is backed by scientific research, based on over 30 years of experience, and the “hypothetical” examples they role-play take into account our CURRENT economic and global situation. Continue reading How to Build an Indestructible Mindset with Special Guest: Dr. Jack Singer

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Asking for Client Referrals in the Age of Zoom: A Simple Script for Advisers

Within the past month, you’ve likely had MANY more video chats with clients or prospects than you’ve been used to.

Our CEO, Robert Sofia, was part of a virtual roundtable discussion recently. A question came up related to having the referral conversation via video chat.

It’s not a context most people are used to.

Without the warmth and comfort of an in-person meeting in an office, you might be wondering how you can initiate the conversation.

Watch the video below to hear about a simple, genuine approach you can start using today.

We’ve also pasted the transcript so you can swipe it and tweak it to make it your own. Continue reading Asking for Client Referrals in the Age of Zoom: A Simple Script for Advisers

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Quality or Quantity: How Should Advisers Approach Their Marketing Content?

 

There’s a debate as to whether to focus on the quality of content, or the quantity of content.

Both angles are wrong.

It doesn’t matter how high quality your content is if no one ever sees it.

And a high quantity of content doesn’t matter either if it misses the mark. After all, whether you have 1 copy or 50 copies of the same key…if it’s not the right key, you’re still locked out!

Useful and visible content is the goal, and you can accomplish this by thinking of consistency AND value

How can you create more worthy content on a regular basis? 

Start by asking these questions to help bolster your content strategy. Continue reading Quality or Quantity: How Should Advisers Approach Their Marketing Content?