Can you relate? “We throw marketing stuff out there, but engagement is low…”

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Last week’s marketing session addressed a big, overwhelming challenge:

“We’re throwing content out there, but not getting any response back. We’re getting ‘Likes’ on Facebook… but we have ZERO engagement with those people. I feel like our strategy right now is throwing content out there, but not knowing what to do.”

– Aaron Britz, RIA, CEO and President of Legacy Wealth Management, a fee-only financial planning firm

Do you relate?

It’s a common frustration.  To hit a mixture of his most hard-hitting questions, Aaron and I chatted for nearly 45 mins. You can watch it here and get the minute-by-minute list of topic changes below!

Here’s what we ran through:

0:31 – Background on Aaron’s RIA firm
2:22 – Aaron’s current marketing strategy & challenges
5:13 – Common cause for low engagement on Social Media & How to fix it
9:05 – One tool for finding ‘the right people’ and content on Social Media
13:24 – High bounce rate on your site? Listen in here!
17:09 – Aaron’s current website: Forms, content & tools – How to fix issues
20:15 – Quick tip to monitor phone calls coming from your site vs. referrals
25:01 – Reflect on which social media platforms are working best & most fun to do
27:27 –“I’m not a big writer.” Other content options (like video) & simple direction
32:31 – Aaron admits marketing isn’t enjoyable. Client meetings are. What to do?!
36:13 – Finding your target market online – where do we go?
38:50 – One piece of Aaron’s content was very popular. How to use it again!

Feel free to leave followup questions in the comments below.


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Carolyn is Blueleaf’s in-house marketing guru. She writes on The Blueleaf Blog to make advisors’ lives easier, offering practice management and client engagement tips where and when they’re useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!
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