An Open Letter to Financial Advisors Who Want to Use Compelling Content to Attract Their Ideal Prospects
My name’s Kali Hawlk, and I help financial advisors communicate their value to prospective clients through compelling content.
Creative Advisor Marketing works with a lot of financial planning firms and RIAs to create, implement, and improve marketing strategies, campaigns, and content.
But that one-on-one relationship is extremely high-touch and high-value — which means that the cost of services can be high, too.
While we’re proud of the value we provide and get excited about the ROI our clients receive, we know that one-on-one relationships with marketing experts and specialists who create the perfect content and marketing materials for your firm aren’t realistic for everyone.
Maybe you’re a startup or just getting your own independent firm off the ground. You have the time to learn and manage your own marketing for a while.
You don’t have the money to spend on an outsourced Chief Marketing Officer to quarterback your strategies and implement your plans.
We wanted to provide something for you.
Or perhaps your firm is massive, hugely successful, and provides enough revenue to staff an office and you want to keep your marketing in-house — but none of your team members knows how to dig into content marketing and make it work.
We wanted to give you a solution, too.
And I know financial advisors well enough to realize they’re smart, driven, motivated, and eager to add to their knowledge and skill sets. Which means that you may be determined to do your marketing yourself.
After all, who knows your story better than you do?
But if you don’t know where to start, making it happen might feel overwhelming.
We wanted to teach you and give you the tools you need to successfully run your marketing on your own.
This is why we’re proud to tell you about the upcoming launch of CAM School.
If you want to take your marketing to the next level without paying top-dollar for a professional marketing specialist or consultant, CAM School is your solution.
This is your go-to spot for accessible marketing resources, tools, education, and training.
Mark your calendars for the January 2018 launch of Creative Advisor Marketing’s new platform that will help you market and grow your firm.
And read on for a sneak peek at our very first course!
In January, we’ll roll out something that was requested by countless advisors throughout 2017: a nontechnical SEO course that teaches you how to get big benefits from organic tactics, all without getting overly complicated or technical.
Here’s the course outline to give you a quick idea of what we’ll cover:
PART 1: INTRODUCTION
- Module 1: Introduction to the Course
- Module 2: SEO You Can Actually Use
PART 2: HOW TO ORGANIZE YOUR CONTENT AROUND SEO
- Module 3: Where to Start
- Module 4: Keywords, Terms, and Phrases
- Module 5: Validating Your Ideas
- Module 6: Organizing Your Content Around SEO
- BONUS Module 7: Humans First, SEO Second
PART 3: BEST PRACTICES BEYOND CONTENT
- Module 8: Get to Know Your Other SEO Options
- Module 9: Steps to Take for an SEO-Friendly Site
- Module 10: Going Offsite: Tactics Beyond Your Own Website
PART 4: THE SEO NO-NOS TO AVOID
- Module 11: What Not to Do for SEO
PART 5: WHAT’S NEXT?
- Module 12: Getting in Action to Improve the Benefits You See from SEO
CAM School Launches in January 2018. You In?
The beta launch won’t happen until January, where a select group of advisors who were invited to participate will get to be the first to run through the course.
The course will officially debut a little later, and will be available to all advisors who want to take advantage.
You’ll also receive special offers, discounts, and bonuses when you subscribe.
You’ll get the option to download a number of guides and worksheets that will help you do more to market your firm right now.
We’re excited to change the way financial advisors learn about and do marketing for their firms. We hope you are too, and we’re excited to have you join us.
See you on the inside.