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Episode 31 - Multi-Pronged Marketing with Chad Smith

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Manage episode 214526320 series 2415839
Content provided by Zebra Smash, Zebra Smash - Ben Birken, and Roger Pine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zebra Smash, Zebra Smash - Ben Birken, and Roger Pine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

ZebraSmash has deliberately shied away from practice management episodes, with the thought that there are plenty of other good podcasts that specialize in that area. But we made an exception on this episode, and we're glad we did. Chad Smith of Financial Symmetry in Raleigh, NC, joins us to talk about the successful multi-pronged marketing approach his firm has taken, and we've got a lot of great takeaways.

Chad and the folks at Financial Symmetry worked with a local marketing firm that didn't specialize in financial advisors, and came away with an approach targeting five categories:

  • The Financial Symmetry website: the firm's face to the world. Check out their site to see a "Contact Us" section on every page.
  • Advertising: not traditional commercials, but things like pay-per-click ads and Facebook ads that drive people to their website
  • Developing a firm-wide podcast, starting first by just reading blog posts the firm's advisors were already publishing
  • Leveraging current clients: do they belong to communities where the firm's message can resonate?
  • Public relations: direct pitches to media, community involvement and guest blogging on other outlets

Chad talks about how the firm measures how well its marketing initiatives are working by using both Google Analytics and a website called SEM Rush. This nugget was worth the price of the podcast by itself.

Chad also mentions the upcoming FinCon Advisor Track conference, marketed as the first event dedicated to helping advisors grown their firms through social media, blogging, videos and podcast content. We'll be sure to ask Chad back on the show to give a recap.

  continue reading

93 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on July 03, 2020 04:25 (3+ y ago). Last successful fetch was on March 10, 2020 13:55 (4y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 214526320 series 2415839
Content provided by Zebra Smash, Zebra Smash - Ben Birken, and Roger Pine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zebra Smash, Zebra Smash - Ben Birken, and Roger Pine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

ZebraSmash has deliberately shied away from practice management episodes, with the thought that there are plenty of other good podcasts that specialize in that area. But we made an exception on this episode, and we're glad we did. Chad Smith of Financial Symmetry in Raleigh, NC, joins us to talk about the successful multi-pronged marketing approach his firm has taken, and we've got a lot of great takeaways.

Chad and the folks at Financial Symmetry worked with a local marketing firm that didn't specialize in financial advisors, and came away with an approach targeting five categories:

  • The Financial Symmetry website: the firm's face to the world. Check out their site to see a "Contact Us" section on every page.
  • Advertising: not traditional commercials, but things like pay-per-click ads and Facebook ads that drive people to their website
  • Developing a firm-wide podcast, starting first by just reading blog posts the firm's advisors were already publishing
  • Leveraging current clients: do they belong to communities where the firm's message can resonate?
  • Public relations: direct pitches to media, community involvement and guest blogging on other outlets

Chad talks about how the firm measures how well its marketing initiatives are working by using both Google Analytics and a website called SEM Rush. This nugget was worth the price of the podcast by itself.

Chad also mentions the upcoming FinCon Advisor Track conference, marketed as the first event dedicated to helping advisors grown their firms through social media, blogging, videos and podcast content. We'll be sure to ask Chad back on the show to give a recap.

  continue reading

93 episodes

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