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Predictions 2020
We will send the recording and slides
Samantha Russell
Chief Marketing & Business Development
Officer
Twenty Over Ten
@SamanthaTwenty
Linkedin: samanthacrussell
AGENDA
What We’ll Discuss
● Personalization
● Online Reviews
● Marketing automation
● Social media trends
● Video marketing
● Retargeting advertising
1
Hyper-Personalized
messaging will be
the only way to cut
through the noise
PERSONALIZATION
95% of your visitors will never convert into a customer.
And that’s if you are lucky.
It isn’t that your marketing sucks or that all of those visitors
are junk and unqualified.
It’s that your message doesn’t fit every single one of your
visitors.
Personalization = Higher conversion
PERSONALIZATION
74% of consumers get frustrated when website content has
nothing to do with their interests.2
2 Business 2 Community
Personalized Based On:
BehaviorsAttributes
● Job title
● Industry
● Geography
● Content
consumption
● Form submit
● Download
PERSONALIZATION
What to Personalize
PERSONALIZATION
How to
Personalize
Websites
PERSONALIZATION
PERSONALIZATION
PERSONALIZATION
How to Personalize Email
● Put first names
● Personalize subject line
and the “from address”
(Samantha Russell vs.
Twenty Over Ten)
● Segment by:
○ Location,
○ Age (60+, etc)
○ Retired/Not
Retired
○ Occupation
○ Interests
PERSONALIZATION
How to Personalize Email
● Use a marketing tool
that allows you to
format and automate
email campaigns
OR
● Send plain text and link
out to content
PERSONALIZATION
How to Personalize
● Include keywords in
Blog Titles
● Pair with compelling
images
● Titles written as
questions perform great
in Search
2
Reviews &
Recommendations
will become even
more important to
winning clients
PERSONALIZATION
Online Reviews
77% of consumers say reviews are
deal-breakers or deciding factors
(according to Edelman)
ANYONE can leave a review for ANY business
that is on Google Maps.
To Be Compliant:
don’t comment on any reviews
don’t republish any reviews
don’t ask for reviews in writing
PERSONALIZATION
Social Media Recommendations
Clients may not be
proactively talking about you
on social media, BUT
If they are happy, there is a
good chance they’ll share
your name publically when
asked.
3
Video will continue
to produce the
highest ROI of any
content type dollar
for dollar
VIDEO MARKETING
72% of businesses say that video has improved their
conversion rate.3
3 IMPACT
Video
Vlogs (Video Blogs)
● 2-5 minute videos
● Easily Digestable
● Share Weekly/bi-Weekly
Tips:
1. Look into Camera
2. Start with “Hook”
3. Then, Introduce Yourself
4. Always ask people to
subscribe
5. Can also have another
CTA
VIDEO MARKETING
1. Don’t set to auto-play
2. Keep it laser-focused on
ONE topic
3. Break up larger topics
into many videos, or
record one longer
webinar
4. Transcribe for compliance
and SEO boost
5. Upload to Vimeo,
Youtube first. THEN
embed in site
6. Dont’ forget a CTA at the
end
Video on Blogs (Vlogs) & Landing Pages
VIDEO MARKETING
Do you want a 1 min refresher on how to add video to your
Blogs via Twenty Over Ten’s Platform?
3 IMPACT
4
Businesses that
post daily on social
media (and use
stories) will have
highest chance of
success
SOCIAL MEDIA STORIES
Social Media Stories - Why?
● Increased brand awareness
● Constant engagement
● Cost-effective
● Increased traffic to site
● Authentic
SOCIAL MEDIA STORIES
Creative Ways to Use Stories
● Use polls/questions
● Add links
● Add location tags
and hashtags
● Use GIFs/stickers
● Add mentions for
other brands and
your fans
● Give live video a try
● Invite followers to
explore more with
clear CTAs
SOCIAL MEDIA ADVERTISING
Boost Posts that are
Performing Well (Paid)
© Statista 2019
SOCIAL MEDIA
How to Pay to Play
● Set as large or small a budget as you want
● Specifically choose who will see your content
(hyper target)
● Boost posts that are already high-performing
● Consider video ads - highest engaging
● Make sure boosted posts have a strong call to
action that fit your end goal
Keep Learning: https://blog.twentyoverten.com/how-to-use-social-media-to-grow-traffic-sales/
5
Interactive Content
will become easier
to create and those
who do will collect
more leads
INTERACTIVE CONTENT
More dynamic, engaging content that offers an
experience.
● Quizzes
● Polls
● Infographics
● Videos
● Calculators
INTERACTIVE CONTENT
Tools that Come With Tech
● Riskalyze’s Risk Score
● eMoney lead capture
● AssetMap
INTERACTIVE CONTENT
Quizzes - Tools to Use
● Lead Pilot
● Typeform
● Lead Quizzes
INTERACTIVE CONTENT
Interactive Content available in Lead Pilot, our new all-in-one
Inbound Marketing Platform
6
Marketing will
become a more
even playing field,
you’ll have no
choice but to use
automation
AUTOMATION
7 Automation -
ChatBots
CHATBOTS
63% of people would consider messaging an online
chatbot to communicate with a business or brand.1
1 Botcore
CHATBOTS & LIVE CHAT
ChatBots vs. Live Chat
A Chatbot is a computer program powered by AI that interacts with your
website visitors via a chat interface. Automated.
Live Chat allows you (or another human on your team) to chat in real time
with your website visitors. No Automation.
CHATBOTS & LIVE CHAT
Tools You Might Use:
● Facebook Messenger
● Drift
● Hubspot
● Acquire.io
● Intercom
● LiveChat
● Sumo Chat
8 Retargeting
AUTOMATION
Retargeting Ads
Users who visited a site and/or took a specific action
on a site are targeted with ads from that same
company.
AUTOMATION
Retargeting Ads
People are 70% more
likely to convert when
they’re retargeted.
“Meet People Where
They Are”
TIP:
Add tracking codes to
your website and all
other pages asap.
AUTOMATION
Retargeting Ads Tools to Consider
Bannersnack - create the ads
AdRoll - upload ads, choose locations, budget
Quick
Marketing
Wins for 2020
1. Start incorporating
interactive content
2. Update your website to
include chat and video
3. PERSONALIZE!
Get In Touch
More Info about
Twenty Over Ten
and Lead Pilot
A Website Platform for the
Modern Financial Advisor
Join the fastest growing website
platform for financial advisors and
start marketing better.
TwentyOverTen.com
Predictions 2020: How Advisory Firms Will Market and Grow
Predictions 2020: How Advisory Firms Will Market and Grow
Predictions 2020: How Advisory Firms Will Market and Grow

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Predictions 2020: How Advisory Firms Will Market and Grow

  • 2. We will send the recording and slides Samantha Russell Chief Marketing & Business Development Officer Twenty Over Ten @SamanthaTwenty Linkedin: samanthacrussell
  • 3. AGENDA What We’ll Discuss ● Personalization ● Online Reviews ● Marketing automation ● Social media trends ● Video marketing ● Retargeting advertising
  • 4. 1 Hyper-Personalized messaging will be the only way to cut through the noise
  • 5. PERSONALIZATION 95% of your visitors will never convert into a customer. And that’s if you are lucky. It isn’t that your marketing sucks or that all of those visitors are junk and unqualified. It’s that your message doesn’t fit every single one of your visitors. Personalization = Higher conversion
  • 6. PERSONALIZATION 74% of consumers get frustrated when website content has nothing to do with their interests.2 2 Business 2 Community Personalized Based On: BehaviorsAttributes ● Job title ● Industry ● Geography ● Content consumption ● Form submit ● Download
  • 11. PERSONALIZATION How to Personalize Email ● Put first names ● Personalize subject line and the “from address” (Samantha Russell vs. Twenty Over Ten) ● Segment by: ○ Location, ○ Age (60+, etc) ○ Retired/Not Retired ○ Occupation ○ Interests
  • 12. PERSONALIZATION How to Personalize Email ● Use a marketing tool that allows you to format and automate email campaigns OR ● Send plain text and link out to content
  • 13. PERSONALIZATION How to Personalize ● Include keywords in Blog Titles ● Pair with compelling images ● Titles written as questions perform great in Search
  • 14. 2 Reviews & Recommendations will become even more important to winning clients
  • 15. PERSONALIZATION Online Reviews 77% of consumers say reviews are deal-breakers or deciding factors (according to Edelman) ANYONE can leave a review for ANY business that is on Google Maps. To Be Compliant: don’t comment on any reviews don’t republish any reviews don’t ask for reviews in writing
  • 16. PERSONALIZATION Social Media Recommendations Clients may not be proactively talking about you on social media, BUT If they are happy, there is a good chance they’ll share your name publically when asked.
  • 17. 3 Video will continue to produce the highest ROI of any content type dollar for dollar
  • 18. VIDEO MARKETING 72% of businesses say that video has improved their conversion rate.3 3 IMPACT
  • 19. Video Vlogs (Video Blogs) ● 2-5 minute videos ● Easily Digestable ● Share Weekly/bi-Weekly Tips: 1. Look into Camera 2. Start with “Hook” 3. Then, Introduce Yourself 4. Always ask people to subscribe 5. Can also have another CTA
  • 20. VIDEO MARKETING 1. Don’t set to auto-play 2. Keep it laser-focused on ONE topic 3. Break up larger topics into many videos, or record one longer webinar 4. Transcribe for compliance and SEO boost 5. Upload to Vimeo, Youtube first. THEN embed in site 6. Dont’ forget a CTA at the end Video on Blogs (Vlogs) & Landing Pages
  • 21. VIDEO MARKETING Do you want a 1 min refresher on how to add video to your Blogs via Twenty Over Ten’s Platform? 3 IMPACT
  • 22. 4 Businesses that post daily on social media (and use stories) will have highest chance of success
  • 23. SOCIAL MEDIA STORIES Social Media Stories - Why? ● Increased brand awareness ● Constant engagement ● Cost-effective ● Increased traffic to site ● Authentic
  • 24. SOCIAL MEDIA STORIES Creative Ways to Use Stories ● Use polls/questions ● Add links ● Add location tags and hashtags ● Use GIFs/stickers ● Add mentions for other brands and your fans ● Give live video a try ● Invite followers to explore more with clear CTAs
  • 25. SOCIAL MEDIA ADVERTISING Boost Posts that are Performing Well (Paid) © Statista 2019
  • 26. SOCIAL MEDIA How to Pay to Play ● Set as large or small a budget as you want ● Specifically choose who will see your content (hyper target) ● Boost posts that are already high-performing ● Consider video ads - highest engaging ● Make sure boosted posts have a strong call to action that fit your end goal Keep Learning: https://blog.twentyoverten.com/how-to-use-social-media-to-grow-traffic-sales/
  • 27. 5 Interactive Content will become easier to create and those who do will collect more leads
  • 28. INTERACTIVE CONTENT More dynamic, engaging content that offers an experience. ● Quizzes ● Polls ● Infographics ● Videos ● Calculators
  • 29. INTERACTIVE CONTENT Tools that Come With Tech ● Riskalyze’s Risk Score ● eMoney lead capture ● AssetMap
  • 30. INTERACTIVE CONTENT Quizzes - Tools to Use ● Lead Pilot ● Typeform ● Lead Quizzes
  • 31. INTERACTIVE CONTENT Interactive Content available in Lead Pilot, our new all-in-one Inbound Marketing Platform
  • 32. 6 Marketing will become a more even playing field, you’ll have no choice but to use automation
  • 35. CHATBOTS 63% of people would consider messaging an online chatbot to communicate with a business or brand.1 1 Botcore
  • 36. CHATBOTS & LIVE CHAT ChatBots vs. Live Chat A Chatbot is a computer program powered by AI that interacts with your website visitors via a chat interface. Automated. Live Chat allows you (or another human on your team) to chat in real time with your website visitors. No Automation.
  • 37. CHATBOTS & LIVE CHAT Tools You Might Use: ● Facebook Messenger ● Drift ● Hubspot ● Acquire.io ● Intercom ● LiveChat ● Sumo Chat
  • 39. AUTOMATION Retargeting Ads Users who visited a site and/or took a specific action on a site are targeted with ads from that same company.
  • 40. AUTOMATION Retargeting Ads People are 70% more likely to convert when they’re retargeted. “Meet People Where They Are” TIP: Add tracking codes to your website and all other pages asap.
  • 41. AUTOMATION Retargeting Ads Tools to Consider Bannersnack - create the ads AdRoll - upload ads, choose locations, budget
  • 42. Quick Marketing Wins for 2020 1. Start incorporating interactive content 2. Update your website to include chat and video 3. PERSONALIZE!
  • 44. More Info about Twenty Over Ten and Lead Pilot
  • 45. A Website Platform for the Modern Financial Advisor Join the fastest growing website platform for financial advisors and start marketing better. TwentyOverTen.com