New social distancing rules have heightened the need for advisory businesses to adjust their marketing strategies and implement engaging virtual experiences in place of traditional marketing methods. Twenty Over Ten CMO, Samantha Russell, and special guest Sean Brown, CEO of YCharts share 5 creative new ways advisory businesses can engage with clients and prospects virtually. - Why investing in visual marketing is an invaluable piece to your overall inbound marketing strategy. - How to tastefully implement visuals into your email marketing initiatives for higher open and click-through-rates. - The keys to leveraging Zoom and video. - How to use visual marketing on social media to ensure your content stands out amongst the crowd. - Best practices for using visual elements to enhance your blog post engagement and shareability.

1. To Virtually Engage Your
Clients & Prospects
5 New Tactics
Presented by
+

2. Samantha Russell
Chief Marketing & Business Development Officer
@SamanthaTwenty
SamanthaCRussell

3. Sean Brown
President & CEO
@Sean_YCharts
SeanBrownYCharts

4. Agenda
How to Tastefully Implement Visuals Into Your Email Marketing Initiatives for Higher Open and
Click-Through-Rates.
The Keys to Leveraging Zoom and Video.
How To Use Visual Marketing on Social Media To Ensure Your Content Stands Out.
Best Practices for Using Visual Elements To Enhance Your Blog Post Engagement and Shareability.
Q & A

6. What Did We
Learn?
• Email Is King
• Pick Up the Phone
• Don’t Give Up on Social Media or Your
Website

7. The Advisor-Client
Communications
Framework

8. A Little Bit
Of History
A Company Is an Association or Collection of Individuals,
Whether Natural Persons, Legal Persons, or a Mixture of
Both. Company Members Share a Common Purpose and
Unite in Order To Focus Their Various Talents and Organize
Their Collectively Available Skills or Resources To Achieve
Specific, Declared Goals.
Learn More

9. Send Weekly Emails
Tactic #1
Format Idea That Works :
1. Start by Sharing Curated News/Articles
2. Own Blog Post
3. Personal Story - Usually Gets the MOST Engagement
Tools: Lead Pilot, Mailchimp, Constant Contact
How- To:
Https://Leadpilot.Io/Blog/Creating-A-Successful-
Email-Newsletter-A-Financial-Advisors-Checklist/
Https://Leadpilot.Io/Blog/3-of-the-Best-Financial-
Advisor-Email-Marketing-Campaigns/

10. Host a Webinar
Tactic #2
• Timing Is Everything - 11 AM PST and Wednesdays and
Thursdays Are the Best for Highest Attended Webinars
• Create a Landing/Registration Page
• Have the Right Tech in Place AND Test Your Tech
Beforehand
• Have Pre-Webinar and Post-Webinar Promotions in Place
(Sharing via Website Homepage Banner, Email/Newsletter,
Social Media, Etc.)
• Identify Most Engaged Leads Post-Event
Tools: Zoom, GoToWebinar, WebEx
How-To: Https://Blog.Twentyoverten.Com/How-To-Use-
Webinars-To-Generate-Leads-for-Your-Advisory-Business/

11. Record a Video
Tactic #3
Tips To Record a "Talking Head" Video Right on Your Phone
• Find Good Lighting (Light Source Behind Camera)
• Position Talking Points Behind Camera
• Camera Positioned at Eye Line or Higher
• Speak Extemporaneously
• Start With a Story or Stat To Hook Viewers
Secret on Getting People To Watch
• Have a Great Thumbnail (Canva)
• Hook People in First 15 Seconds
• Use PPP Formula
• Preview
• Proof
• Preview
Tools: Headliner (Captions) YouTube (Hosting), (Thumbnails),
RingLight/Tripod (Filming)
How-To: Https://Blog.Twentyoverten.Com/Webinar-Replay-
Video-Marketing-From-Start-To-Finish/

12. Boost Your Social
Media Presence
Tactic #4
• Start Posting Daily
• Images/Infographics Are Shared, Liked & Commented on 3x
More Than Other Posts
Know the 4 Social Media Post Commandments
1. Don't Start Posts With "I", "my", or "We"
2. Don't Use Passive Voice ("Check Out", "Take a Look", Etc)
3. Write for a Specific Audience - Don't Be Too Broad
4. NEVER Share an Article/Image With no Context as to Why
Tools: Lead Pilot (Social Scheduler, Analytics, Content)
How-To: Https://Leadpilot.Io/Blog/Social-Media-for-Financial-
Advisors-Social-Selling-Guidebook/
Https://Leadpilot.Io/Blog/Increase-Your-Social-Media-Engagement-4-
Things-Not-To-Do-in-Your-Social-Posts/

13. Share Your Expertise
Via Weekly Blogs
Tactic #5
Articles With an Image Once Every 75-100 Words
Receive 2x the Shares on Social Media as Articles With
Fewer Images.
• Make Your Own (Try Canva)
• Source From Web
• Infographics/Videos in Lead Pilot
• YCharts
Tools: Twenty Over Ten (Website/Blog CMS & Hosting),
YCharts (Charts, Model Portfolios, Custom Reports), Lead Pilot
(Content, Landing Pages)
How-To: Https://Blog.Twentyoverten.Com/Qa-Your-Blogging-
Questions-Answered/

14. Smarter Investments + Better Communications =
Stronger Client Relationships
Visualize your investment
strategies & share them with
clients & prospects
Build, Visualize & Compare
Investment Strategies
Let your analysis tell a story
with visually-appealing charts
that make the complex easy
Create Visuals To Share Your
Insights
Analyze & compare portfolios,
funds & securities using clean
and client-friendly visuals
Engage Clients & Prospects
With a Personalized Experience
***Start a Free Trial at YCharts.com & Mention the "Twenty Over Ten Webinar" To
Unlock an Extended 2 Week Trial***

15. Manage all of
Your Marketing
in One Place
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Customizable Content
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Landing Pages
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Email Marketing
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Lead Scoring & Profiles
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