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The 5 most effective financial services marketing techniques

If you are in the financial services industry and want to learn more about how to market your business, this blog post is for you! We will go over 5 marketing techniques that can help all financial marketers in generating leads and increase revenue. These tips include social media marketing strategies, lead generation through multiple marketing channels, and brand awareness, which every financial services company should know. Read on if you want to learn how to take your business from good to great!

1) Customer outreach with financial services companies

Financial institutions should implement within their marketing strategy, effective interaction with their target audience. This can be achieved through multiple channels of digital marketing. From free consultation, specific financial services webinars, to potential clients interaction from educational programs. This way, companies within the financial services sector can achieve better exposure to their products and relevant services.

2) Digitization of product within a Financial Services company

Financial services marketing of the future should definitely be focused on digitization. Generation x and z prefer to mainly focus on digital marketing through mobile devices, company website, and search engines. The marketing campaigns should be focused on paid ads for a better target audience and customer loyalty within the social media platforms of financial services companies. Marketing tools should also be digitalized since they can bring extra added value to the company.

3) Automation tools and big data

Every financial services marketing agency should be able to utilize its data and derive insightful results. This will allow financial companies to target specific customers, help identify services and needs before they are needed, and in general make your marketing campaigns more efficient. Automation CRM is a very useful tool for every marketing department since it can automate most tasks of the marketing pipeline process.

4) Digital Storytelling through your social media channels

Marketers within financial service companies should focus on creating interesting stories for their customers. This way, they create engagement with their potential customers and high interest to search deeper for their company. A high focus should be put on social media channels since it is the easiest and more efficient way to reach your prospective financial services providers.

5) Financial services marketing campaigns are proactive and creative

The best financial services marketers are proactive and creative. They understand that consumers use myriad sources to find the right advisor, so they proactively create content on their website, blog about effective marketing tactics in the industry (like this post!), and share helpful tips with their audience via social media.

The financial services industry is changing rapidly, and it’s important for all companies to be up-to-date with the latest trends. InvestGlass has been researching and developing digital tools that will help you stay ahead of this revolution. We know how complicated marketing in finance can be – but if you start using our online tools today, we can make sure your company stays on top in 2021! Are you ready? Contact Us

Finance, Finance marketers, financial services marketing, marketing, marketing techniques

black condenser microphone

Everything You Need to Know About Starting a Podcast in 2021

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What is podcasting? Podcasts are audio or video files that you can download to your computer or mobile device. These files then get streamed over the internet, so you can listen to them on demand. As a result, podcasts have become one of the most popular ways for people to consume media content these days!

Podcasts are organized around different topics and generally consist of interviews with experts in those fields. They also include discussions about recent developments in those fields and tips for how listeners might apply what they learn from the show.

What frequency should I Podcast episode?

You should podacst at a frequency of one episode every week.

What are the basics of podcasting? This is a question that we get quite often, which means it’s worth reiterating!

First, you need to create an account with Podcast hosting services like Libsyn or Soundcloud. Then you have to buy a good microphone because the quality is crucial to your show’s success. It’s not a money issue and you will find the benefits of a good micro quickly! The audio file might be large but with our modern computer storing those files is not anymore a technology issue.

Entry Level
Entry: Samson Q2U
Entry: Rode Smartlav+

High Quality
High: Rode Podcaster
High: Blue Yeti
High: MXL990
High: AKG Lyra

Professional
PRO: Heil PR40
PRO: Rode NT1-A
PRO: Electro-Voice R20

Next, you have to decide on a name for the podcast and select an RSS feed url that will serve as the permalink address. You can also choose a logo that communicates what you want people to know about your podcast without having them listen in. Then when it’s time to publish each episode, just upload or record new episodes of audio files via FTP transfer from one computer over to another where they will then be converted into mp three formats!

Audacity is a free and open-source audio editor. Open source editors allow users to make changes to the original code easily. You can customize your user experience and make improvements where you deem necessary.

GarageBand comes pre-installed on most Apple computers.

Then how do I manage podcast on a long distance?

SquadCast makes it easy for you to set up a remote podcast interview and gets the most high-quality audio possible. You can also try Zoom and Skype

Should my podcast have some advertising partners?

Putting an add before each episode is a key part of podcasting. You will need to find a good company that can supply you with the advertising spots and makes it easy for your listeners to just click on them while they are listening!

Create your website to present your audio content

It’s not mandatory but creating a blog website could also be a nice way for your followers to leave some message, the same way you would have a Twitter account or Facebook account… You can also push it to Google. If you have time, and means, you can also add video recordings. The technology is a bit more expensive and needs more time to set up. We have see numerous talk radio, radio show leveraging both sound and video to increase their audience.

A good podcast with good speakers

It is crucial that you invite speakers with smart ideas. It’s not only about the audio quality, but more about having a topic that people will want to listen to. You can look for talented CEO around the world and forecast your episodes with founders and co founder insights.

When you record make sure your hosts have good micro and they know the podcast “menu”. They should feel comfortable during the podcast to tell a natural story with intimate details. The traffic will grow if your podcast includes true advice and rich topics.

Each podcast episode should have a “cookie” some kind of special dedicate for fans listening to your podcast. Then check the length of your podcast – could you pull off a 45-minute to 60-minute conversation without a safety net?

Track your downloads and generate revenues

You have to check which podcast episode worked well with your fans and also which one attracted new listners. You can also generate additional revenues from your podcast. One way is to promote your own book, workshop, or online course, creating thought leadership at the same time. You can multiply marketing channels in order to increase your visibility and potentially attract new customers too.

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marketing, podcast

close-up photo of two men shaking hands near beach at sunset

The Best Ways to Rebuild Trust in Your Business

How to rebuild trust?

When you lose someone’s trust, it is extremely difficult to gain his trust back. You might find yourself constantly challenged between regrets and overconfidence.

Obviously, repair trust depends on why and how this trust has been damaged. It is obviously courageous to take the first step and call again your prospects, clients, and your relationship to find a win-win solution.

Repairing interests is like a reset. Repairing interests is not a written path and will not bring back the way things were.

two men facing each other while shake hands and smiling

To repair this trust it is important to disconnect the problems and you must find the underlying cause of this rupture. Once you successfully found the reason for the lack of recognition and respect, then ask questions :

Do you value my contributions?

Obviously, the way you present your products the way you present your financial solution might not be perceived by your prospect or climb the same way.

Do you need my team services?

People might be afraid of the costs of asking you how much. People might be afraid of the costs of asking how you produced this investment decision.

Do you even care about my contributions? 

Perhaps you successfully delivered your service, but your client doesn’t understand what the actual effort is to produce this service. Connecting with a client means changing the story and creating a new narrative, creating a new relationship. With this social distancing…. with these complexities of contacting and people working from home, your clients will care about your phone calls.

Call more, ask more questions, listen to his empathy and reconnect.

business process, CRM, marketing

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Find the right advice for every customer


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