Kristin is the former founder of a niched RIA that she grew from zero to six figures of revenue in less than three years, completely from scratch. In 2014 Kristin transitioned full time into training and coaching, where she now helps independent financial advisors build Version 2.0 of their firm while living a fulfilled personal life along the way.
Do you want to attract more high-quality clients and provide value to your existing clientele at the same time? One proven strategy that RIAs and financial advisors can add to an existing content marketing plan is to expand beyond the content you create internally. You can become a curator.
Curators are most commonly known as the aggregators of museums’ art collections. In their role, they carefully select and commingle art from various artists around certain themes or styles. Different rooms may have varying types of art, but the individual exhibits, in their entirety, make sense together under one roof.
This curator role translates well to content marketing. You can leverage the brilliant work of other bloggers, podcasters, youtube celebs, social media influencers, publications, groups, and authors (the list goes on) to fill your message gaps and stay top of mind. A ton of content fitting your audience exists that you do not have to write yourself. You can collect, and aggregate, and share it.
You may wonder if you will receive the same value if you share content that is not original. Curation offers incremental benefits when combined with work you’re already doing to share your story. When you curate, you:
When you view curation as a service to your followers and share what will help them, finding content becomes much simpler. If you have a multi-advisor firm, curation works particularly well to widen the pool of content from which to draw. Here’s how to approach curation:
Pick out the best content related to the worries and aspirations of your high value hyper-target audience. Quality content that is relevant is an essential element of curation. You can’t just send out generic retirement or investing articles. You need to select pieces that specifically tie to your ideal client and preferably fall outside of what you would cover in content where you are the expert. If your team will be contributing as well, be sure to articulate a clear description of your ideal clients’ needs, wants, interests, hobbies, aspirations, and concerns. This will help spark inspiration as other advisors or staff members come across relevant content.
Example: You are a Philadelphia-based RIA who focuses on working parents of school-aged children. You tend to speak first with the woman in the relationship, so your content is geared to working moms. A fitness article like this one published in a local magazine may be the perfect content to share. It’s outside your sphere of expertise, yet a topic of interest to your audience. (see sample facebook post below).
Create a cloud folder where you can collect and store the content. When you read, see or hear something of interest, put the link or info in this one spot. You can break down the folder into subtopics if you desire, especially if you have multiple team members participating.
Encourage team members to list books, podcasts, films, videos, or other media they consume that you may want to recommend or review for your audience.
If you are a solo advisor or you share under your own name, you do not have to wait to share an article. If you have one team member posting under your company identity, aggregating content first before sharing can be more efficient and give you a chance to review to ensure you stay on strategy. You can leverage this collected content in multiple ways:
One of the biggest errors I see financial advisors make — especially if they use a service that curates on their behalf (which, by the way, I do not recommend unless you can does extremely tight targeting and personalize the posts) —- is failing to give context for curated content. When you do post on social media, make sure you state why you are sharing this content rather than just posting a link. To do this, you can:
Using the Philadelphia firm example from above, I could do a facebook post with an introduction like this:
As you can see, curation helps you augment your existing marketing efforts and stay in front of your clients and prospects. This depth of perspective resulting from curation can also spark new interest in your brand from someone who needed a different entry point to a conversation with you. When you share content above and beyond what you create yourself, you make your brand far more well-rounded and attractive. You’re not afraid to send people to other sites and other places to help them get the education that benefits them. You act in service of your client and that will come back around.
Kristin is a CERTIFIED FINANCIAL PLANNER™ professional. Managing her own firm, she grew it from zero to six figures in less than three years, completely from scratch. In 2014 Kristin transitioned full time into training and coaching, where she now helps independent financial advisors to grow their firms.
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