Even if your audience is CEOs - the messaging in your marketing should still be direct & easy to digest (CEOS are busy - keep it straightforward!) 💥Write so a 9th grader could get it Great example on this site from @TeamFWL familywealthandlegacy.com #SamSwipeFile @FMGSuite

"When is the best time to take social security?"... instead of answering with a long winded article, I love this decision-tree style visual from @jpmorgan Anyone else remember these from Seventeen mag back in the day?😂 Source: 2024 JP Morgan Guide to Retirement #SamSwipeFile

Great Marketing Example: The Migration Museum @MigrationUK ran this in the lead up to #EURO2024  People don't care about stats. Tell a story instead. And remember that our brains process imagery 60,000x faster than text. #SamSwipeFile

"When is the best time to take social security?"... instead of answering with a long winded article, I love this decision-tree style visual from @jpmorgan Anyone else remember these from Seventeen mag back in the day?😂 Source: 2024 JP Morgan Guide to Retirement #SamSwipeFile

Great Marketing Example: The Migration Museum @MigrationUK ran this in the lead up to #EURO2024 People don't care about stats. Tell a story instead. And remember that our brains process imagery 60,000x faster than text. #SamSwipeFile

"Conversations about money can be awkward... but not as awkward as our childhood photos." If we can show you these, you can show us your finances" ➡ Great example of how to show your personality and have FUN with your marketing as an advisor. This is so good #SamSwipeFile

"Conversations about money can be awkward... but not as awkward as our childhood photos." If we can show you these, you can show us your finances" ➡ Great example of how to show your personality and have FUN with your marketing as an advisor. This is so good #SamSwipeFile

The way in which you ask for something greatly affects whether or not you will get the outcome you desire. Nailed it @joeandthejuice #SamSwipeFile

The way in which you ask for something greatly affects whether or not you will get the outcome you desire. Nailed it @joeandthejuice #SamSwipeFile

I've looked at thousands of websites over the past 7 years. The number 1 mistake advisors make? Not quickly articulating: 1. Who you are 2. What you do 3. Who you do it for RIGHT on the homepage Here are 10 examples of advisory firms getting it right👇 #SamSwipeFile

"Do Millennials need to work with a CFP?" Love the way Bradley Shammas of Intentional Wealth Management answers this question on the firm website Typing out the questions prospects have, in the way THEY WOULD ASK THEM is great for SEO and for rapport-building #SamSwipeFile

Our brains process imagery 60,000x faster than text An image can tell a whole story in seconds. Use Images in your marketing to: - start conversations - get points across better - be more memorable If you'd like a great example check out instagram.com/personalfinanc… #SamSwipeFile

I've looked at thousands of websites over the past 7 years. The number 1 mistake advisors make? Not quickly articulating: 1. Who you are 2. What you do 3. Who you do it for RIGHT on the homepage Here are 10 examples of advisory firms getting it right👇 #SamSwipeFile

SO GOOD "Conversations about money can be awkward... but not as awkward as our childhood photos. If we can show you these, you can show us your finances, like that forgotten 401K account from 10 years ago" #SamSwipeFile Source:takagiandtakagi.com/meet-the-team Site: @FMGSuite

Know your audience. It makes writing your message 1000x easier. #Marketing #SamSwipeFile #copywriting

SO GOOD "Conversations about money can be awkward... but not as awkward as our childhood photos. If we can show you these, you can show us your finances, like that forgotten 401K account from 10 years ago" #SamSwipeFile Source:takagiandtakagi.com/meet-the-team Site: @FMGSuite

Great LinkedIn post by a Financial Advisor: ✅ AMAZING first line to grab attention ✅ Carousel of images (algorithm is loving right now) ✅ Written with easy-to-understand language (no jargon) ✅ ZERO CLICK CONTENT (gives you the answer/info right IN The post) #SamSwipeFile

When something as serious as your clients' financial life is on the table, how do you show personality and appear relatable? 1 great way to do it: Add Your Pup Whether your dog is the Chief Rollover Specialist, or Chief Morale Officer, give him a bio & photo! #SamSwipeFile

Canopy Wealth Management is the 7th Fastest-Growing Financial Advisory Firm in the US (per this report:) smartasset.com/data-studies/t…… Love how they handled showing their fees on their site and this comparison chart they created to show value #SamSwipeFile canopy-wealth.com/services

A "What our clients saying" section on your website is a GREAT way to highlight testimonials. Also LOVE how Alissa at Amplify My Wealth showcases her personality with the "These are a few of my favorite things" section. What great conversation starters! #SamSwipeFile