In this Swift Chat video conversation, Marie Swift of Impact Communications speaks with Victor Gaxiola, co-founder of TechGirl Financial. The topic: How communications have changed for financial advisors and their clients due to the coronavirus lock-downs and why TechGirl Financial decided to double-down on their communications.
Every single one of us has had to adjust our expectations of what is “normal” now. While some have used the term “new normal” to describe the work-from-home and shelter-in-place realities we are all experiencing, others continue to point out that things are changing quickly enough that now there is really just the “next normal” followed by the “next normal.” Sometimes it can feel like pushing through a patch of fog.
But while these have been challenging times for us individually and as a nation, not every advisor is struggling. In fact, some advisors are thriving. You’ll meet three such advisors during this important webinar: Pushing through the Fog: Marketing that Works for Advisors Today Thursday, July 23, 2020 at 4:00 pm ET
A few weeks ago, Claire Aiken of Indigo Marketing asked me to be her guest on her marketing podcast. I was delighted to accept. In this 20-minute conversation we discuss:
Many people – including journalists and prospective clients – find new sources and service professionals by stumbling upon them, not searching for a business or person by name. Time and time again we hear stories of advisors who can directly attribute new client activity and business growth to their online efforts – and some have even received surprise television appearance invitations and media requests from journalists seeking qualified experts to help with their stories. The lesson: have a good website and LinkedIn profile, and then add other digital assets over time (for example: a YouTube channel, Facebook page, Google+ profile and/or Twitter stream). After reading this blog entry, be sure to use the Diagnostic Tool (newly updated for 2018) to see if there are gaps in your online presence.
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