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The advantages of using AI in marketing

By Advisors

Hey, fellow humans! Are you tired of struggling to keep up with the ever-evolving world of marketing? Fear not, because artificial intelligence (AI) is here to save the day! Here are five ways AI is revolutionizing marketing and making it as easy as pie (mmm, pie). 

Firstly, AI is like your personal shopper, but better. By analyzing all your data on customer behavior, preferences, and purchase history, it can recommend personalized products and services to keep your customers happy and coming back for more. Say goodbye to generic campaigns and hello to customized awesomeness!

Secondly, AI is your super-smart wingman when it comes to customer segmentation. It analyzes all the customer data you’ve got and groups them into targeted segments, so you can create campaigns that hit the spot and speak directly to specific groups. Who needs a crystal ball when you’ve got AI, am I right?

Thirdly, AI is your crystal ball! It’s like a fortune teller, but without the dodgy predictions. By analyzing past data, it can predict future customer behavior, so you can create targeted campaigns and keep your customers engaged. And if it predicts that your next campaign will be a flop, it won’t sugarcoat it – it’ll tell you straight up.

Fourthly, AI is like a superhero when it comes to customer service. Its sidekick, the Chatbot, is powered by natural language processing, so it can understand customer inquiries and provide instant and accurate responses. That’s right, no more waiting on hold or getting lost in the maze of automated menus. It’s like having a personal assistant for your customers!

Lastly, AI is your ninja warrior when it comes to efficiency. It automates all the boring, repetitive tasks, like email creation and sending, so you can focus on the fun stuff (like eating pie). And it provides real-time insights into campaign performance, so you can make data-driven decisions on the fly. It’s like having a personal trainer for your marketing team!

AI is like the superhero, ninja warrior, and personal assistant all rolled into one. It’s revolutionizing marketing and making it easier, smarter, and more effective. So what are you waiting for? Embrace the power of AI and let it take your marketing campaigns to new heights!

Don’t forget to subscribe to my newsletter, my podcast or grab a copy of my new book Digital Domination – a how to guide for financial professionals, which you can find on Amazon or Barnes and noble.  If you would like assistance with your advisor branding and marketing, reach out to me and let’s have a conversation!

Why are financial advisors bad at marketing?

By Advisors

Let’s face it: financial advisors have a reputation for being terrible at marketing. And while this may not be true for every advisor out there, there are certainly some reasons why this stereotype persists.

First of all, many financial advisors simply lack the training and expertise necessary to effectively market their services. They may be experts in finance, but when it comes to selling themselves and their value proposition, they’re clueless.

Secondly, financial advisors are often hampered by strict regulations around advertising and marketing. While these rules are meant to protect consumers, they can make it difficult for advisors to get the word out about their services in a meaningful way.

And let’s not forget that financial planning is a highly personalized service, which can make it challenging for advisors to find marketing strategies that resonate with potential clients. After all, how do you effectively communicate your value proposition without coming across as pushy or generic?

Finally, many financial advisors simply don’t prioritize marketing. They’re too busy servicing their existing clients to devote the time and resources necessary to attract new ones.

The bottom line? Financial advisors who want to succeed in today’s competitive marketplace need to up their marketing game. That means investing in training and expertise, being creative and strategic in their approach, and making marketing a top priority.

LinkedIn for financial advisors

By Advisors

LinkedIn is not just a platform to make connections and find jobs. It’s also an untapped goldmine for financial advisors looking to prospect for new clients. With over 700 million users, LinkedIn is like a big virtual networking event, except you don’t have to wear pants. Here are some tips to help you maximize LinkedIn and find your next client:

Firstly, make sure your profile is on point. You don’t want to look like a lost puppy in a sea of financial advisors. Optimize your profile with a professional photo, a snappy summary of your experience, and relevant keywords. And please, no duck-face selfies.

Secondly, share valuable content that doesn’t put people to sleep. Nobody wants to read a 10-page essay on the history of the stock market. Share interesting and relatable content that people will actually want to read. Like, how to retire at 40 and travel the world in a camper van.

Thirdly, engage with your network like you’re flirting with a crush. Comment on their posts, like their content, and slide into their DMs (with permission, of course). You want to build relationships and show that you’re a cool financial advisor who knows how to have fun.

Fourthly, LinkedIn Ads can be your secret weapon. It’s like putting a billboard in Times Square, except your ad only appears in front of people who are actually interested in what you have to offer. And no need to mortgage your house to afford it.

Lastly, LinkedIn Sales Navigator is like a secret club for sales professionals. You can find potential clients based on specific criteria and engage with them directly. It’s like having a cheat code to win at prospecting.

In summary, LinkedIn is not just a boring social platform for resumes and job searches. It’s a place where financial advisors can find their next big client, all while wearing sweatpants. So, optimize your profile, share interesting content, engage with your network like you’re at a party, use LinkedIn Ads, and join the Sales Navigator secret club. And who knows, maybe you’ll find your next client who’s into the same weird hobbies as you.

Building a large online audience fast

By Advisors

Building a large online audience can be a daunting task, but with the right strategies, you can grow your following faster than a cheetah chasing its prey. Here are some tips to help you build a massive online audience:

Firstly, focus on creating high-quality content that will knock your audience’s socks off. Whether it’s blog posts, videos, or social media content, it should be so good that your audience can’t resist hitting that follow button.

Secondly, don’t be a social media wallflower. Leverage social media platforms like a boss to connect with potential followers and share your amazing content with the world. Get out there and make some noise!

Thirdly, team up with other influencers in your industry to take over the internet. By collaborating on content or promoting each other’s work, you can tap into each other’s audiences and gain new followers faster than a viral meme.

Fourthly, use the power of paid advertising to propel your online following to the moon. With targeted ads on platforms like Facebook and Instagram, you can reach new audiences and skyrocket your following in no time.

Fifthly, engage with your audience like they’re the love of your life. Respond to their comments, ask for their feedback, and create a community where they feel like they belong. Show them that you care, and they’ll stick with you through thick and thin.

Lastly, make sure that you’re offering your audience something that they can’t resist. Whether it’s exclusive content, free resources, or expert advice, give them something that will make them want to follow you to the ends of the earth.

In conclusion, building a massive online audience takes guts, grit, and a whole lot of hustle. But with these tips, you can grow your following faster than a speeding bullet. So, go out there and take the internet by storm!