3 Tips to Jumpstart Your Content Marketing Efforts

3 Tips to Jumpstart Your Content Marketing Efforts

Content marketing is defined as “any marketing that involves the creation and sharing of media and publishing content in order to acquire and retain customers.”  For financial advisors, it can be a one of the most effective way to differentiate your firm and tell your story.

Here are 3 fundamental tips to keep in mind as you plan your content marketing strategy:

Tip # 1: Make sure that your content is Authentic, Engaging, and Actionable

First, you need to decide what you want to talk about, starting with:

  • What are you most passionate about and what makes you firm different from others?
  • Is there a particular niche or a unique client type that you best serve?
  • Who within the firm is best to tell your story? P.S. It doesn’t have to be the firm’s principal but should be someone who will be fully committed to the role.

​Once you’ve answered these questions, I suggest to keep 3 things top of mind when crafting your message:

  • Be Authentic – make sure you speak about what you know. Don’t try to compete with or copy anyone else.
  • Be Engaging – Be sure your communication is clear and easy to understand for the reader. Keep it short-and-sweet; it shouldn’t be an effort on their part to get the point of your story.
  • Always have a call-to-action – there should always be at least one takeaway item for the reader to walk away with, usually whatever the next logical step in the process:
    • Download a whitepaper for more information…
    • Attend a seminar to learn more… 
    • Schedule an office visit to meet the team…

Tip # 2: Pick the format that you’re most comfortable with and matches your firm’s culture

There are so many ways to deliver content these days; newsletters, video, white papers, e-books, infographics, case studies, how-to guides, Q&A articles, to name a few. Don’t take the “let’s do it all” approach, which often leads to a less than desirable results. Pick the formats that make the most sense for you. Then, do your research on best practices, plan your work in advance, and do it right.  If you have multiple contributors who will be delivering content, consider an editorial calendar, so the messaging is varied and balanced. Also, be mindful that the cadence you use is consistent. You can have different people telling different stories, but they should all still have a united voice regardless of the audience; clients, prospects, COI, etc.

Tip # 3: Do your homework on the technologies and platforms available

So now that you have a foolproof content management strategy, how and who will get it done? Whether you manage it in-house or outsourcing with a consultant, there are many content management tools and service providers that are readily available, affordable, and customizable for your specific needs. Make sure to clearly understand the features and limitations of the products before you pick one and then make sure to leverage to its full capability.

A few of the service provider platforms to be aware of are:

I think content marketing expert, Joe Pulizzi of the Content Marketing Institute said it best “Content marketing is all about telling a compelling story”. I hope these tips have helped you in thinking about how best to tell your story.


Bill McGuire
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Bill McGuire is principal of W.M.McGuire, a full service marketing resource serving the Registered Investment Advisor (RIA) community. We help with every aspect of your market ... Click for full bio

Rosie the Robot, Amazon, and the Future of RAAI

Rosie the Robot, Amazon, and the Future of RAAI

Written by: Travis Briggs, CEO at ROBO Global US

It’s tough to find a kid out there who hasn’t dreamed about robots. Long before artificial intelligence existed in the real world, the idea of a non-human entity that could act and think like a human has been rooted in our imaginations. According to Greek legends, Cadmus turned dragon teeth into soldiers, Hephaestus fabricated tables that could “walk” on their own three legs, and Talos, perhaps the original “Tin Man,” defended Crete. Of course, in our own times, modern storytellers have added hundreds of new examples to the mix. Many of us grew up watching Rosie the Robot on The Jetsons. As we got older, the stories got more sophisticated. “Hal” in 2001: A Space Odyssey was soon followed by R2-D2 and C-3PO in the original Star Wars trilogy. RoboCop, Interstellar, and Ex Machina are just a few of the recent additions to the list.

Maybe it’s because these stories are such a part of our culture that few people realize just how far robotics has advanced today—and that artificial intelligence is anything but a futuristic fantasy. Ask anyone outside the industry how modern-day robots and artificial intelligence (AI) are used in the real world, and the answers are usually pretty generic. Surgical robots. Self-driving cars. Amazon’s Alexa. What remains a mystery to most is the immense and fast-growing role the combination of robotics automation and artificial intelligence, or RAAI (pronounced “ray”), plays in nearly every aspect of our everyday lives.

Today, shopping online is something most of us take for granted, and yet eCommerce is still in its relative infancy. Despite double-digit growth in the past four years, only 8% of total retail spending is currently done online. That number is growing every day. Business headlines in July announced that Amazon was on a hiring spree to add another 50K fulfillment employees to its already massive workforce. While that certainly reflects the shift from brick-and-mortar to web-based retail, it doesn’t even begin to tell the story of what this growth means for the technology and application firms that deliver the RAAI tools required to support the momentum of eCommerce. In 2017, only 5% of the warehouses that fuel eCommerce are even partially automated. This means that to keep up with demand, the application of RAAI will have to accelerate—and fast. In fact, RAAI is a key driver of success for top e-retailers like Amazon, Apple, and Wal-Mart as they strive to meet the explosion in online sales.

From an investor’s perspective, this fast-growing demand for robotics, automation and artificial intelligence is a promising opportunity—especially in logistics automation that includes the tools and technologies that drive efficiencies across complex retail supply chains. Considering the fact that four of the top ten supply chain automation players were acquired in the past three years, it’s clear that the industry is transforming rapidly. Amazon’s introduction of Prime delivery (which itself requires incredibly sophisticated logistics operations) was only made possible by its 2012 acquisition of Kiva Systems, the pioneer of autonomous mobile robots for warehouses and supply chains. Amazon recently upped the ante yet again with its recent acquisition of Whole Foods Market, which not only adds 450 warehouses to its immense logistics network, but is also expected to be a game-changer for the online grocery retail industry.

Clearly Amazon isn’t the only major driver of innovation in logistics automation. It’s just the largest, at least for the moment. It’s no wonder that many RAAI companies have outperformed the S&P500 in the past three years. And while some investors have worried that the RAAI movement is at risk of creating its own tech bubble, the growth of eCommerce is showing no signs of reaching a peak. In fact, if the online retail industry comes even close to achieving the growth predicted—of doubling to an amazing $4 trillion by 2020—it’s likely that logistics automation is still in the early stages of adoption. For best-of-breed players in every area of logistics automation, from equipment, software, and services to supply chain automation technology providers, the potential for growth is tremendous.

How can investors take advantage of the growth in robotics, automation, and artificial intelligence?

One simple way to track the performance of these markets is through the ROBO Global Robotics & Automation Index. The logistics subsector currently accounts for around 9% of the index and is the best performing subsector since its inception. The index includes leading players in every area of RAAI, including material handling systems, automated storage and retrieval systems, enterprise asset intelligence, and supply chain management software across a wide range of geographies and market capitalizations. Our index is research based and we apply quality filters to identify the best high growth companies that enable this infrastructure and technology that is driving the revolution in the retail and distribution world.

When I was a kid, I may have dreamed of having a Rosie the Robot of my own to help do my chores, but I certainly had no idea how her 21st century successors would revolutionize how we shop, where we shop, and even how we receive what we buy - often via delivery to our doorstep on the very same day. Of course, the use of RAAI is by no means limited to eCommerce. It’s driving transformative change in nearly every industry. But when it comes to enabling the logistics automation required to support a level of growth rarely seen in any industry, RAAI has a lot of legs to stand on—even if those “legs” are anything but human.

To learn more, download A Look Into Logistics Automation, our July 2017 whitepaper on the evolution and opportunity of logistics automation.

The ROBO Global® Robotics and Automation Index and the ROBO Global® Robotics and Automation UCITS Index (the “Indices”) are the property of ROBO who have contracted with Solactive AG to calculate and maintain the Indices. Past performance of an index is not a guarantee of future results. It is not intended that anything stated above should be construed as an offer or invitation to buy or sell any investment in any Investment Fund or other investment vehicle referred to in this website, or for potential investors to engage in any investment activity.
ROBO Global
Robotics and AI
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ROBO Global LLC is the creator of the ROBO Global® Robotics and Automation Index series, which provides comprehensive, transparent and diversified benchmarks representing the ... Click for full bio