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Video Funnels That Drive Consultations | | Midstream Marketing
Financial advisor marketing insights
A firm we started working with this year already had eighteen videos sitting on their YouTube channel. Client testimonials, market commentary, an old conference talk, a few homepage clips. It was more video content than
Simple Video Scripts Advisors Can Record Tomorrow | | Midstream Marketing
Financial advisor marketing insights
During a strategy call last month, an advisor told me he’d bought a ring light, downloaded an editing app, and then sat in front of his camera for twenty minutes without recording a single word.
Why Investors Trust Advisors Faster Through Video | | Midstream Marketing
Financial advisor marketing insights
Why Investors Trust Advisors Faster Through Video An advisor client told me last spring that a prospect walked into their first meeting already relaxed, already using the advisor by first name, before the two of
The Client Acquisition Content Framework | | Midstream Marketing
Financial advisor marketing insights
A marketing manager at a fee-only firm called me last quarter with a folder full of blog posts and no real way to explain what any of them were for. Thirty-some articles published over two
Lead Scoring Model for Advisory Practices | | Midstream Marketing
Financial advisor marketing insights
I sat in on a pipeline review with an advisory team once where every single lead on the board was tagged “hot,” from someone who’d just downloaded a checklist to someone who’d already asked about
Funnel Metrics That Predict AUM Growth | | Midstream Marketing
Financial advisor marketing insights
A managing partner at a mid-sized RIA sent me a screenshot last month that said a lot without saying much. Fifty-two new leads for the quarter, a full calendar of discovery calls, and almost no
How to Automate the First Half of Your Sales Process | | Midstream Marketing
Financial advisor marketing insights
An operations manager at an advisory firm shared her new-lead spreadsheet with me during an onboarding call last month, hoping I’d tell her it looked fine. It didn’t take long to see the pattern. Some
Outreach Scripts for Messaging Prospects | | Midstream Marketing
Financial advisor marketing insights
The message that gets deleted fastest is usually the one that opens with “I’d love to tell you about our services.” A prospect scanning a crowded inbox reads that in about two seconds and moves
What to Post Weekly on Social to Build Pipeline | | Midstream Marketing
Financial advisor marketing insights
We once asked an advisor how his social media was going, and he said “active,” then admitted his last post was six weeks old and he couldn’t quite explain the gap. He wasn’t short on