Amplify your brand: master your digital presence
The digital marketing space has grown exponentially. The market was valued at $668 billion in 2024, nearly two times larger than it was in 2019, and $871 billion is the expectation for 2027.1 Small- and medium-sized businesses typically spend anywhere between $33,000 to $235,000 a year on digital marketing.2 There is a clear reason for doing this: ROI on successful digital marketing campaigns is as high as 4,200%, per a litmus report.3
This series of presentations, videos, checklists, and flyers on seven different digital marketing topics will help you take your digital marketing presence to the next level. From search engine optimization (SEO) and content strategy to local SEO, blogging and webinars, paid media marketing, word-of-mouth referrals, holistic marketing strategies, and compliance and regulatory guidelines, we provide detailed resources to help you extend your reach and drive client acquisition.
GLOSSARY
Glossary of key digital marketing terms
Use this glossary to help decipher and understand key digital marketing terms in our "Amplify your brand" series.
PRESENTATION
Amplify your brand: generating leads from your website with SEO and content strategy
Your website can be more than just a digital brochure—it can be a powerful, long-term engine for lead generation. In this presentation, we explore how to transform your site into a lead-converting machine through smart search engine optimization (SEO) and compelling content strategy.
FLYER
SEO best practices flyer
This brochure describes search engine optimization and explores how SEO best practices can help to ensure your web content gets found by prospects and clients.
PRESENTATION
Amplify your brand: how local SEO can drive client acquisition
This presentation will educate you on why local search engine optimization (SEO) matters and introduce you to local SEO methodologies. You'll learn why it's important to perform a local SEO audit, what health indicators you're looking for, and how to use local SEO audit results to build an actionable strategy, including geospecific keyword research and optimization, your Google Business Profile, customer reviews, targeted ads and pay-per-click ads.
FLYER
Google Business Profile flyer
This brochure introduces you to Google Business Profile and explores how this platform can help you manage your online presence.
PRESENTATION
Amplify your brand: how webinars and blogging can extend your reach
Your content is where clients and prospects will engage with you digitally. Blogs and webinars can be an important part of your content strategy. This presentation discusses why content matters, including an overview of content marketing, segueing into why it's important to have a blog and webinar and content game plan. We'll detail what goes into a successful game plan, including ensuring that you're addressing user challenges, making things interactive, and adding concrete value that can be applied in the real world, as well as engaging your audience through action-oriented CTAs. You'll also learn how to deliver results by integrating content with your overall digital marketing strategy.
CHECKLIST
Blogging and webinar checklist
Use this checklist to help develop a blogging and webinar strategy for your practice.
PRESENTATION
Amplify your brand: pay to play; the pros, cons, and things to avoid with paid media marketing
In this presentation, we educate you on why paid media marketing matters and provide a high level overview of the paid media industry. We also discuss whether or not paid media is worthwhile to advisory firms and explore the pros and cons. Information will be provided on how to build a successful paid media campaign, which will include audience targeting, agitating for action with solid calls to action, and tightly integrating paid media with your content and your digital media strategy.
PRESENTATION
Paid media checklist
Use this checklist to determine whether a paid media strategy can be beneficial to your practice.
PRESENTATION
Amplify your brand: leveraging word-of-mouth “referrals” in a digital world
Can you think of the last time you experienced something or purchased something and then told your family and friends about it? That's word-of-mouth promotion. Today, people are much more likely to trust a recommended brand (even from strangers). In this presentation, we'll educate you on why word-of-mouth marketing matters and share compelling statistics on what it can do for businesses. Techniques will be demonstrated on how to collect word-of-mouth “referrals,” including the ways to generate word-of-mouth traction and how to incentivize reviews and testimonials within regulatory limits. We'll also show you how to use word-of-mouth in your marketing strategy, including how to leverage individual and brand testimonials. Client case studies can also be powerful ways to demonstrate your value to future clients, and we'll talk about how to use those in your marketing efforts.
PRESENTATION
Word-of-mouth checklist
Use this checklist to develop your word-of-mouth marketing strategy.
PRESENTATION
Amplify your brand: why you need a holistic marketing strategy to compete
Businesses across the world spend significant marketing dollars on their digital strategy. Digital can be a key channel for advisory firms to acquire new clients. share content, engage in paid media, and maintain a social presence that can potentially drive tangible results. We'll share why a holistic marketing strategy matters, the risks of a siloed marketing strategy (what NOT to do) and how to build a holistic marketing strategy (what TO do).
CHECKLIST
Holistic digital marketing strategy checklist
Use this checklist to help you create a holistic digital marketing strategy.
PRESENTATION
Amplify your brand: “No chalk”–compliance guidelines for digital marketing
Working with FINRA and SEC regulations to reach leads and demonstrate value can be challenging but, despite this, it's possible to create compelling content and to promote your advisory services to an engaged audience, within regulatory guidelines.
In this session, "Amplify your brand: 'No chalk'–compliance guidelines for digital marketing", we'll talk about why marketing compliance isn’t optional—and hopefully reaffirm what you already know. Key regulations will be covered, including 206(4), the SEC’s marketing rule, regulations against false statements, and regulations regarding substantiation. We'll follow that with a discussion on ensuring compliance across all of your marketing. Best practices will be shared, including auditing all of your marketing material for compliance, building compliance best practices into your content development process, instituting a zero tolerance policy, and how to market claims without making promises. And finally, we'll wrap up with some ways to execute on these ideas.
Important information
Important information
1 Statista, Digital advertising spending worldwide from 2021 to 2027, 2024, https://www.statista.com/statistics/237974/online-advertising-spending-worldwide 2 HubSpot, The ultimate list of email marketing stats for 2022, 2022, https://blog.hubspot.com/marketing/email-marketing-stats 3 Marketful, Mind-blowing digital marketing statistics, 2024. https://marketful.com/blog/digital-marketing-roi-statistics
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