We recently shared how to create a comprehensive business update during COVID-19 with clients. Now that you’re—hopefully—getting acclimated to using Advisor Branded Marketing to help with your email outreach, it’s time to set up a regular habit to keep the two-way dialogue going.
In this blog post, we’ll focus on two main topics, including best practices and some guidance:
Stay in front of your clients easily by sending a regular email. The COVID-19 landscape is evolving rapidly from one hour to the next. As the situation progresses, the email you sent last month may not be entirely relevant anymore. Reach out regularly with your perspective on market changes, what you expect to happen in the short-term, and how your office is responding is important at a time like this. It’s more important to be timely than to have all the answers.
We recommend sending bi-weekly emails during COVID-19. Pick a day you can commit to and hold yourself accountable to pressing “Send” on that date. In those outreaches, provide your perspective on changes that happened in the market since your last communication was distributed. You can do this a number of ways:
Communicating this frequently is likely more than you’re used to, so don’t wait until it’s time to distribute your communication to get started. As soon as one communication goes out, start getting your thoughts together for the next one. That way, when you sit down to put it together, you already have a framework started.
Social media comes with big benefits, especially if you’re connected with your clients online, as they’ll appreciate your voice on their regular channels such as Facebook, Twitter, and LinkedIn. Although social media is not always the most natural channel for advisors to gravitate towards, incorporating this channel into your communications strategy provides another means of get your message through to clients.
How to Share Content to Social Media with ABM
Sharing content to your social channels takes just a few clicks in ABM.
Select a piece of content from the Content Library that aligns with the updates you are providing in your weekly emails.
Then, select your channel: Facebook, Twitter, or LinkedIn.
Finally, draft your own message and it will be posted along with the link to the content, and click Post.
You 3-month free access period ends July 15, 2020. More information about your free access to Advisor Branded Marketing can be found in this FAQ blog post.
And for more insight into best practices for planning during times of disruption, check out our recently recorded webinar series.
Any additional questions? Contact eMoney Client Support at (888) 362-8482 or send an email.