Happy Holidays! We’re entering the season of Christmas carols, evergreens adorned with decorations, and the irresistible scents of baked treats and cozy drinks.
I am taking December to evaluate my year and plan for 2025. Like many other marketers, 2024 has been a challenging year. It’s been extra challenging for me as I mourned two deaths in my family. But loss is a part of life and although no one relishes the experience, we can look to nature for hope and inspiration. Winter is followed by spring.
While I won’t be updating this area during December, there is plenty of free content available. Below are the series of topics I covered during the year.
Building a Strong Foundation Series:
How to Create a Unique Value Proposition That Sets You Apart
How to Build a Strong Brand Identity for Your Financial Advisory Business
Essential Elements of a High-Converting Financial Advisor Website
Content Marketing Strategies Series:
Why Financial Advisors Must Blog to Survive and Thrive
Stop Hiding: How Videos Can Turn You Into the Go-To Financial Advisor
Why Email Is Still the King–The Only Marketing Asset You Truly Own (and How to Maximize It)
From Invisible to Irresistible: How Financial Advisors Can Dominate on Social Media
The Productivity Foundation Series:
A No-Nonsense Guide to Crushing Your Day as a Financial Advisor
The Ruthless Advisor’s Blueprint to Workspace Efficiency
Why Every Smart Financial Advisor Needs a Marketing Calendar—And How to Build Yours
From Busy to Productive—Time Management Strategies Financial Advisors Need to Attract More Clients
The Streamlining Book Writing and Marketing Series:
How Financial Advisors Can Attract Qualified Clients by Writing a Lead-Generation Book in 90 Days
The Financial Advisor’s No-Nonsense Guide to Writing and Editing a Lead-Gen Book That Converts
The 4 Top Productivity Tools for Financial Advisors Writing a Lead-Gen Book
Other Articles:
How Financial Advisors Can Work With The ‘Great Wealth Transfer’
How to Improve Your Welcome Emails for New Financial Advisor Clients
Why Finding Your Niche Is the Key to Financial Advisor Success (and How to Do It)
I also produced 33 episodes of The Financial Advisor Authority Podcast. You can find the episodes on Spotify, Podbean, and Apple Podcasts.
I recorded a bonus series called “The Written Advantage: Success Stories from Financial Advisor Authors.” You can listen to them by accessing the links below:
Ep. 1 The Written Advantage: Success Stories from Financial Advisor Authors – Dawn Santoriello, Monday Jun 17, 2024
Ep. 2 The Written Advantage: Success Stories from Financial Advisor Authors – Jackie Cummings Koski, Wednesday Jul 17, 2024
Ep. 3 The Written Advantage: Success Stories from Financial Advisor Authors – Deb Meyer, Tuesday, Aug 13, 2024
Ep. 4 The Written Advantage: Success Stories from Financial Advisor Authors – Dan Cuprill, Tuesday Sep 24, 2024
Ep. 5 The Written Advantage: Success Stories from Financial Advisor Authors – Matthew Jarvis, Tuesday, Oct 22, 2024
And last but certainly not least, I have a beautiful workbook for you if you want to write a book but are unsure how to start. It’s called The BOOK It! Workbook: The Quickest Way to Write Your Lead-Generation Book So You Can Build Authority, Attract Amazing Clients, & Create Lucrative Opportunities.
Grab your copy at Lulu.com by clicking HERE.
Enjoy your holiday season! See you in 2025!
