Marketing Strategies for Financial Planners

Two of the easiest ways to obtain new business are:

  1. To ask for referrals from current clients.
  2. To dive deeper into your existing book of business to discover new assets at other institutions that you can transfer in.

    ​But when that isn’t enough, you need to expand your marketing efforts and think outside the box.

    ​Here’s 3 digital marketing strategies you can use to develop a marketing program that will work for clients requiring life, disability and critical illness insurance:

​Start a Blog

Starting a blog and updating it regularly (at least once a month) is a great way to showcase your expertise, share helpful information and be found in search engines such as Yahoo, Google and Bing. Publishing blog posts on topics that clients are searching for by using keywords helps you be found when clients type those words into the search bar. Having a blog is like having a book, it’s a tangible product that gives you credibility when someone types your name into Google.

Sign Up for Social Media

When you ask for referrals and do cold calls you’re only reaching one client at a time. On social media networks, such as LinkedIn, you’re reaching all of your connections at the same time – with one single action. It’s a much more efficient way to share information and communicate with clients.

As an added bonus social media networks actually suggest new connections for you based on common interests such as location, current and past employers, skills and other connections in common. The phone book can’t do that.

Attend Local Networking Events

If you want to increase your centers of influence one of the easiest ways to meet other professionals in your area is to attend local networking events. Contact the small business owners association and local chamber of commerce in your area to see if they have regular networking events for members.

And for the best return on investment, ​I would suggest another great way: 

Focus on email

​Email might seem old-fashioned, but it still works better than any other channel. Just why is that? Email is personal While there is a lot of buzz around social media, email remains the most personal medium.

The inbox is home turf made even more available with smartphones. The email content needs to be personal and relevant to build trust. Email gets the best return on your time The Direct Marketing Association (DMA) found that email marketing delivers a return of 4,300%.

The combination of low time investment and good results is very compelling. The increased availability of low-cost email automation makes the email opportunity, even more, compelling. Effective email content builds a relationship with your audience through intriguing subject lines (getting your messages opened), a distinctive voice ( a personality that encourage reading and action), and quality, relevant content.

The right content encourages sharing and referrals. Email is the most natural fit with the traditional financial planner marketing model built around referrals.

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How to Add Stripe Donate Button in WordPress

Are you wanting to add a Stripe donate button to your WordPress site? Stripe is one of the best online payment processors for allowing you to get payments on your site including donations. In this video, we will show you how to collect donations on your WordPress site using Stripe.

For this tutorial we will be using WPForms pro which you can purchase here:

With the pro or higher plan, you will want to install and activate the plugin. Then go into your settings to add your license key to have your features active. Now, go into WPForms, Addons and scroll down to activate the Stripe addon.

Now in your Settings, Payments area you will want to add your Stripe API keys which can be found when you log into Stripe under Developers, API keys. The important keys you will need the publishable and secret keys for the standard payments to work. For this tutorial, we will also click the ‘View test data’ to get your test API keys to include as well.

With your keys pasted in you can activate test mode so you can ensure your donation form is set up and goes through the steps you want without issue without needing to actually pay. We can go into WPForms to add a form to start with including the donation information and a payment field.

Now, we can go to the Payment settings on the left-hand side to set up the stripe payments. We will check to activate the stripe payments, decide the payment description if the payment should be recurring, and how to handle the payment receipt. With that set, you can go into the general settings and customize the confirmation to use if you wanted a message, a link to one of your pages, or a custom URL.

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October Mini Price

Special Offer This Month – PPC Optimized Landing Page with Video $97

Grab yourself a bargain!

Using a poorly-designed page in a PPC campaign is a WASTE of money

Competing with others is getting harder and harder nowadays, and when you need to pay more to win a visitor to your ‘online front desk’, you can be out of money to take care of the prospect.

That’s sad, but when someone needs a local service and comes to a website that is lack of information, he will leave instantly.

And as a result, the whole PPC campaign is just like throwing money out of window.

You need to make sure that The pages you’re PAYiNG to drive EACH AND EVERY VISITOR to, have enough information that a potential customer needs.

And Very Very Important, You need to made sure that You Have A Call-to-Action!

You know, a landing page is not something new these days. It’s an ‘ancient’ thing in marketing world. But not everyone knows how to do it the right way, even after the release of many landing page software.

I’ve contacted several businesses and asked why they didn’t use landing page or at least, a better-looking website.

Guess why?  

Yes, mostly because it was too expensive!

Some ‘website design’ companies are charging hundreds for a single landing page and thousands for a website, which are always beyond the marketing budget of most local businesses.



The 20 Well-Designed Landing Pages for PPC Campaigns 

These Local Landing Pages Will Skyrocket The Conversions and Get You Tons of Leads with THE SAME Money Spent

  • Dentist
  • Pediatric Dentist
  • HVAC Contractor
  • Roofing Contractor
  • Plumbing Contractor
  • Carpet Cleaner
  • Chiropractor
  • Massage Therapist
  • Senior Care
  • DUI Attorney
  • Pediatrician
  • Pest Control
  • Painter
  • Physical Therapist
  • Personal Injury Lawyer
  • Bankruptcy Lawyer
  • Insurance Agency
  • Dermatologist
  • Electrician
  • Bookkeeper

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How to Add Social Media Icons to WordPress Menus

Do you want to add social media icons in your WordPress menus? While WordPress does not come with a built-in social media profile section, you can easily use your WordPress menus to add and display social icons on any widget-ready area in WordPress. In this video, we’ll show you how to add social media icons to WordPress menus.

For this tutorial we will be using the Menu Image plugin found here:

With that plugin installed and activated, you can now go under Appearance, Menus to create your social media menu. We’ll be creating a new menu by clicking the create a new menu link and naming it Social media.

We’ll add a few custom links to our different social media profiles using the Custom Links section. With the plugin being active, you should now see a Menu image button that you can click to upload an image of your choice if you don’t have an icon you want to use we have a list of free icon sets you can use here:

Now that you have an uploaded image you can select the image size, the plugin generates image sizes for you to select from. You can decide if you want the title visible with your icon or if you want to completely hide the text and only have the icon visible. Now when you visit your site, you can see the icons in your menu area instead of text.

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Best Google Forms Alternative for WordPress

Are you looking to create a distraction-free form landing page in WordPress? The biggest challenge has been all forms are controlled by your theme and not all themes have templates designed for forms. In this video, we’ll show you how to use Form Pages by WPForms to create a distraction-free form landing page.

For this tutorial we will be using WPForms Pro version which can be purchased here:

With the plugin purchased, install and activate it on your WordPress site and under WPForms, Settings add your license key for all of the plugin’s features.

With that set up, you can begin creating a form, in this tutorial we will create a quote form. WPForms will auto-fill based on the template you selected to use and you can modify the fields to suit your needs.

Next, we’ll go into Settings, and select Form Pages. As we didn’t install the addon it will bring up a popup asking if we want to install it. It will now add the form pages as a selectable option and in the options, we will check the checkbox for Enable Form Page Mode to make the form into its own page.

Select the Form Page Title for what you want the visitors to see, add the message to display before the form fields, decide if you want to change the permalink, upload a header image should you want, select the footer text or hide it, select the color, and finally select the style for the form.

Now when you go to the permalink you set for your form a full-page form should be visible on your site that uses its own design rather than taking from your theme’s templates. The form will have all of your customizations as well as all of the form’s fields you wanted to be added.

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Online Business on a Budget: These 10 Ideas Require Little Investment

10 Online Businesses You Can Start NOW

Want to become a solopreneur?

There are so many options for hustlers and dreamers that want to forge their own unicorn path.

Online Businesses You Can Start

Here, I rounded up 10 ways to start your own business right now — with no backing or VC capital required.

1. Chatbot Marketing Consultant

Facebook Messenger marketing and chatbots are the future of marketing communications.

Messenger offers unprecedented open rates (80% on average!).

Businesses want in on the action, but there’s a learning curve — and that’s where chatbot marketing consultants come in.

If you can develop an expertise in Facebook Messenger marketing and chatbot building, there’s no limit to what you can do for businesses.

The first step is taking a deep dive into Facebook Messenger and setting up chatbots.

With a tool like MobileMonkey, you can get started for free — build bots, watch tutorials, read guides and hone your craft.

Knowing how to harness the power of a chatbot like MobileMonkey is an invaluable skill for a digital marketing looking to break out into a specific and lucrative niche.

2. Affiliate Marketer

Whether you’re a business, content creator, or influencer, affiliate marketing is a valid channel.

Once you have a significant audience, you should be able to push calls-to-action that may get some conversions.

Affiliate marketing lets you partner with a company in pushing their products and services through your content.

You can promote their business with promo codes or affiliate links that your audience can then use to buy from them.

Whenever those codes or links are used, you get a percentage of that sale in exchange for that conversion.

The more people you’re able to promote that business affiliate to, the more customers they get and the more you earn as well.

Affiliate marketing is a great addition to any online effort with a significant audience or community.

3. eBay Seller

Ecommerce and online retail has never been better, with tons of options available for anyone looking to start.

eBay is the usual go-to for a good reason, as it doesn’t have a lot of speed bumps for new users.

You can become an eBay seller with little to no startup cash by selling stuff you find in your closet or attic that you no longer need.

You’d be surprised just how much money you can make by merely flipping old stuff you could’ve just left in your house for decades.

After all, one person’s trash may be another person’s treasure, and that’s certainly true in ecommerce.

While you can technically do the same with an old-fashioned yard sale, you can reach more people online.

If you’re selling new stocks instead of old things, you can do it just as easily on eBay.

You put in your product listings on your account and not have to worry about a physical storefront.

4. Social Media Marketing Consultant

If you’re a social media marketing savant, you can make a living advising companies on how to use social media as a whole to market their businesses.

You need to be knowledgeable in all the major social networks and how companies can thrive in each, from both a paid and organic standpoint.

Develop a portfolio of impressive results, market yourself and commit to constant education in this ever-changing space.

5. App Developer

If you’re a programmer with proficiency in mobile app development, you can make your own apps.

This is especially lucrative if you happen to come up with an app that innovates or does something new.

If not, it can still be profitable if the app does something better than existing apps.

App development does depend on being able to come up with a good app that people will want to pay for.

Mobile app marketplaces like the Apple App Store and Google Play Store make it easy for developers to sell their apps.

6. Airbnb Host

If you have extra space in your home, then you may want to use that to provide accommodations for travelers.

Renting out your space can add a significant boost to your monthly income.

All you have to do is keep the space clean and organized, and boost your Airbnb profile with great pictures, a thorough description and stellar reviews.

If you’re worried about risk, rest assured — Airbnb insures homes up to one million dollars for personal injury or property damage.

7. T-shirt Designer

Starting an online t-shirt business has a fairly easy point of entry as t-shirts are cheap to source.

They also have universal appeal and are simple to customize, especially if you happen to have good ideas for designs.

It’s best to choose a particular niche you can sell your t-shirt designs to and come up with your designs well in advance.

You can then source your t-shirts, making sure to have different sizes and colors your customers will want.

Selling t-shirts online is a fairly competitive field, so be sure you have a market you can sell to before going into it.

8. Online Business or Creative Tutor

If you have expertise in a technical or creative field, then you can do online tutorials as a business.

It can be either offering private tutoring to clients or putting up an online tutorial course for in-depth learning over the Internet.

You choose a niche where you have expertise in, then do research to understand how to relay that information.

Compile a syllabus of lessons for what you’re teaching to have a reasonable progression of learning.

Then you bring together the tools you’ll need to do the online teaching method of your choice.

If you’re doing private online tutoring, an online video conferencing software like Skype should suffice.

You may also use a cloud storage service like Dropbox to provide lesson materials at any time.

If you’re putting together an online video course, a video camera or webcam with a microphone for quality audio is necessary.

You may also use something like video editor or a desktop recording software to add presentations and put it all together.

9. Stock Photographer

If you have a camera and adequate skill in photography, then you have the option of taking and selling stock photos.

There’s always demand for high-quality stock photos for things like video production, web content, advertising, and so on.

This makes stock photography a good source of income for photographers, especially those who know how licensing works.

Sites like Shutterstock let photographers take a cut for stock photos downloaded by users who pay a monthly subscription fee.

The more an image is downloaded in such a service each month, the more you earn from your cut.

You also get to keep the rights for the stock photos you’ve taken, as long as you distribute them through proven means.

10. Online Recruiter

There will always be companies in need of skilled and talented workers under their employment.

As an online recruitment agent, you can help job seekers find employment in reputable companies for their niche.

You must first choose your niche, preferably in an industry you know and have experience in.

Then you draw up a business plan for your own online recruitment agency and register your business.

You then find clients who are willing to let you help them look for jobs, which you can do through various online channels.

The applicants must be pre-screened and checked for their credentials, qualifications, and required paperwork.

Most recruitment agencies charge a one-time fee based on the candidate’s first-year annual salary.

Once you get the hang of it, you should be able to establish yourself as a reputable online recruiter.


This article, “Online Business on a Budget: These 10 Ideas Require Little Investment” was first published on Small Business Trends

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How to Embed a Facebook Video in WordPress

Do you want to embed a Facebook video on your WordPress site? With the popularity of Facebook live and Facebook’s videos, we’ve had several of our users ask if it was possible to embed Facebook videos in WordPress. In this video, we will show you how to easily embed a Facebook video and a Facebook live video in WordPress.

To start, you will want to visit the Facebook Embedded Video and Live Video Player page found here:

Here you will add the URL of the video from Facebook you would like to display as well as set the pixel width you want the video to display at and it should display below. There’s even the option to include the full post in a checkbox under the URL of the video box.

Now that your selected video is set, click the get code button to bring up the required code. For a Facebook video to display on your site you will need to add the first code block to your theme’s header. If your theme does not have a built-in method, you can use the Insert Headers and Footers plugin found here:

With the above plugin, you would go under Settings, Insert Headers and Footers and add the code in the top box and click the Save button. This will automatically add the code in your site’s header for you. With that added you can add the second code from Facebook and it will embed the video the same as it would a YouTube video.

For a Facebook Live video, you will first need to go live due to Facebook’s limitations. That will allow you to right click on the date that you went live and copy the live video’s URL. Take that URL back to the Facebook Video Player Configurator to customize the display to how you’re wanting and click the Get Code button.

If you’ve already added the JavaScript to your header from another video or embed then you don’t need to add that for this new video. Add the second code block to your site where you want the live video to appear.

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Best WordPress Hosting in 2019 (Compared)

Are you looking at different hosts and trying to find the right one for you? We’re speaking directly with our founder Syed Balkhi in this video to bring you his recommendations based on your needs. Come take a look at our video to help you decide what WordPress hosting would be best for your needs.

In this video, we mention hosting providers we are affiliates of and have negotiated discounts for. The hosting providers and our links are here:

Best Starter Hosting:



Best Managed:

To Join Our Facebook Group:

For those just starting out, we recommend starting with a smaller, shared hosting to get you up and running with your site’s content. Shared hosting is a section of a server that you are sharing with other users. While your site’s content is your own, the resources your site uses to run are part of that server’s resources rather than all of them.

VPS is the next step for your site as it grows, this is a server that separates a specific section virtually so all of that sections resources are for your specific site. This is similar to a dedicated server where the entire server is yours but these require more technical knowledge than other servers.

Finally, there is managed hosting, which is a style of hosting that scales with you as your needs grow. There are some limitations on what can be added to these sites but you will benefit from better support as well.

With the different types of hosting covered, there are four factors to consider when selecting which hosting provider you want to use. Uptime as you want your site to never go down if able. Speed, a slow server will eventually cause issues with your SEO. Features, a feature-rich hosting provider gives you even more tools based on your needs. Finally, support, having good support is great for if you ever run into any issues with your site and need a hand with solving the issue.

Keeping the above factors in mind, for a beginner we recommend not overspending, only purchase the plan level that would suit your specific needs rather than an oversized plan for a site just starting out. We’re recommending BlueHost, SiteGround, and HostGator as we’ve worked with them and have discounts that we have negotiated to get you a discount.

For enterprize or similar users, we recommend Pagely or WPEngine. For most we would recommend Pagely unless it is a starter site then we would still recommend BlueHost, SiteGround or HostGator.

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Lee Odden Shares His Secret to Content Marketing Fitness #CMWorld 2019

Let’s face it: Too many of us are yo-yo marketers.

We deploy a campaign the way someone might approach a fad diet: With nothing but our initial enthusiasm to keep it going.

And like a fad dieter, we get results… for a little while. Then the campaign runs out of steam and we’re back at square one.

Wouldn’t it be nice if those initial successes could last? If we could go from “fad diet” marketing to lean, mean marketing machines?

At his Content Marketing World session, TopRank Marketing CEO Lee Odden laid out a blueprint for how to do just that.

Not only is Lee a champion of always-on marketing that gets sustainable results over time, he’s also achieved a dramatic physical transformation in the past year. He’s lost 65 pounds and just finished his first half-marathon.

Turns out, the same discipline and strategy that makes for great content marketing is fantastic for fitness, too. It’s all about consistency and persistency.

Here are Lee’s 10 Exercises for Content Marketing Fitness.
10 Steps to Content Marketing Fitness
#1: Warm Up with Customer Insights
“Know your customer” is a pretty standard motto for marketers. But most of us don’t get deep enough into what those three words really mean. Truly knowing your customer means having insight into:

Activities: What does their workday look like?
Pain: What are they suffering from/worried about?
Goals: What do they wish they could accomplish?
Influences: Who or what is providing guidance?

To warm up your customer insights, you need to answer all of these questions for each stage of the customer journey, preferably with first hand data.
#2: Strengthen Your Core with Strategy
Before you start creating content, you need to know what that content is meant to accomplish. Most content plans won’t involve jumping straight into driving leads and closing sales.

The first part of your strategy should involve meeting the customer where they are (based on your footwork in step 1), challenging their status quo and inviting a change in perception. Then you can begin the process of capturing leads and driving revenue.
#3: Optimize Your Strategy with KPIs
As you developed your strategy, you had goals in mind: Our content should change people’s mind about X, help them see the benefits of Y, etc. Now you need to put those goals into measurable KPIs with matching metrics, like so:

The most important part? Set benchmarks before you start. Without benchmarks, you have nothing to compare your new campaign to.
#4: Create a Powerful Story
This is my favorite part: Take your content strategy and turn it into the story you will tell throughout your campaign.

That means building a bridge of narrative that connects your audience from their current state – their wants, needs, pain points – to your solution. It means helping them solve multiple problems along the way, even problems that have little to do with your offering.

For example, this campaign from our client Prophix ultimately leads their audience to a solution: Using real-time data with their plug-in for PowerPoint. But along the way, it helps finance leaders level up their presentation skills in many other ways, along with advice from influential experts (more on that later).
#5: Optimize Your Content Mix
With your story outline in place, the next step is to create the framework for your content. Lee recommends a hub and spoke model. Anchor content is supported by crosslinked content about secondary topics.

Get creative as you plan your mix: You can include the standard blog posts, of course, but also look at quizzes, infographics, audio and video. Also think about content with built-in amplification, like guest blogs from influencers (more on that in the next point) and posting your own blogs on third-party sites.
6: Boost Quality & Reach with Influencers
For B2B marketing, “influencer” doesn’t mean someone holding up your product in Instagram photos. It’s more about developing relationships with people who are genuinely influential to your target audience, co-creating content with them, and making it easy for them to help promote the content.

Or, as Lee puts it: “People who invest their time to help you make a thing, are generally motivated to help share the thing, to make it successful.”

The planning you’ve done so far will help make sure that your content is aligned both with SEO and with your influencers’ areas of expertise.
#7: Create Powerful Content
As you’re creating content, Lee recommends a hub-and-spoke model. You have a central, substantial asset that addresses search demand and includes influencer contributions. Then you augment that hub with secondary content that further explores side topics (and meets demands expressed in longtail keywords.

For TopRank Marketing, our go-to hub is the “Power Page.” It’s a definitive guide, optimized for search and for humans to read. It’s specific, lengthy, and goes into deep detail. Here’s a wireframe Lee shared:

#8: Create Your Content Promotion Timeline
When you’re creating content this great, you can’t just graft on promotion after it’s done. Lee says, “The best time to plan your promotion is when you’re planning the content.” Let’s say it again in bold: The best time to plan your promotion is when you’re planning the content.

When you plan in advance, you can build in repurposing like influencer round-up posts, infographics, even capturing audio interviews instead of written so you can turn them into podcast episodes.

Here’s what a well-rounded promotion timeline might look like:

#9: Measure & Optimize
Now we’ve reached the stage that turns all of your effort so far into an ongoing marketing commitment – the kind that breaks free from yo-yo marketing and gets sustainable results.

Instead of publishing, having your initial promotion push, and moving on to the next campaign, keep watching your metrics, make changes based on your observations, and repeat.

Lee points out that we often optimize when content isn’t performing well, but we should also be looking at content that’s performing better than expected. What made that content and promotion mix special? How can we duplicate it? How can we make it even better?

Here are a few metrics to measure:

#10: Repurpose with Purpose
Part of the optimization process is getting every bit of juice out of the content you worked so hard creating. If you included repurposing in your strategy at the planning stage, you’re good to go: Turn your interviews into round-up posts, your blog posts into infographics, infographics into motion graphics, etc.

But don’t just do it to make more stuff, Lee says. Rather, repurpose to suit your content to different audiences. For example, audio content as a podcast might appeal to a younger set of decision makers who wouldn’t read a 2,000 word blog post.

Or think about different verticals: Imagine your audience is both IT decision influencers and executive decision makers. With a few cosmetic changes, the same content can be optimized to target each audience individually. As Lee put it, “Personalization is the best kind of repurposing.”
Content Marketing Fitness for the Long Haul
The hardest part of losing weight is keeping from gaining it back. It’s easy to fall into old habits and lose the progress you’ve made. The same is true of marketing. Your biggest challenge isn’t a disinterested audience or a boss who won’t expand your budget – it’s simple human inertia. And the only way to fight it is to commit to a sustained effort, make sure your whole team is on board, and embark on your content fitness journey together.

Need more Content Marketing World in your life? Stay tuned to the TopRank Marketing Blog for more tips, tricks, and live coverage. And follow our team: @leeodden@NiteWrites@azeckman, and @toprank on Twitter for real-time insights.


The post Lee Odden Shares His Secret to Content Marketing Fitness #CMWorld 2019 appeared first on Online Marketing Blog – TopRank®.

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