Why your company should have a referral program in place

Referral programs are a powerful marketing tool that small and large companies utilize to gain new customers and sales. Encouraging your ideal customers to share and promote your brand through word of mouth or on social media platforms with their network drives referral marketing. Usually, brands utilize referral programs to spur loyal customers to share referrals or their positive experience by offering incentives, such as company rewards or gifts.

Referral programs provide added value and a variety of strategic benefits for a business to increase growth, profitability, and overall success.

"If you do build a great experience, customers tell each other about that. Word of mouth is very powerful."

Jeff Bezos
5 key benefits of effective referral marketing are:
  1. Builds Community – “Word-of-mouth produces at least 5 times more sales than paid advertising.” Effectively utilizing a referral program builds a community of brand advocates that actively promote your business. Loyal, repeat customers feel personally connected to a business. When they contribute to the success of a brand by bringing in new business and sales, loyal customers recognize that they are an essential part of the community. This sense of belonging increases their drive to see a brand thrive. 
  2. Trust – “92% of respondents reported that a positive recommendation from a friend, family member, or someone they trust is the biggest influence on whether they buy a product or service.” ― Paul M Rand, Highly Recommended: Harnessing the Power of Word of Mouth and Social Media to Build Your Brand and Your Business. Word of mouth marketing greatly impacts a brand’s perception and growth. Authentic reviews and experiences via word or mouth from a close connection are more impactful than social media ads. A close friend or family member will share an unbiased review and are less likely to mislead a buyer. Referral programs highlight that loyal customers choose to spend their own hard earned money with a brand and encourage them to share their positive experiences, proving to referrals that the business is trustworthy.
  3. Improved Conversion Rate – “According to B2B marketers, the average conversion rate for referrals is 11%. For comparison, the average conversion rate across all industries is 2.35%. Referred leads have a 30% higher conversion rate than contacts acquired by other marketing means.” Properly leveraging referral programs connects more ideal customers to a brand. Conversion rates from referrals versus leads from other marketing strategies have a higher rate of conversion.
  4. Increased Cost Savings – “Referred customers increase profit margins by 25%.” Referral programs are a cost effective strategy for gaining new business. By establishing an effective incentive program, businesses will see a higher ROI versus marketing campaigns on social media.
  5. Boosts Engagement – “55% of people share their new purchases on a social network.” Referral programs drive traffic to a brand’s website and social media accounts. By increasing engagement, brand’s improve their overall online presence through retweets, shares, and more sales. 


Referral programs provide added value for any company through increased conversion rates, improved online presence, and a higher ROI. Want to join a strong referral network to increase your business? Watch the video below to learn more about Elite Vivant’s Referral Program, how to join our network of go-getters, and discover solutions for your brand.

We hope that these top 5 benefits of referral marketing help you elevate your own referral program strategies!

Quotes and data taken from:


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How Market Research Can Help You Reach Your Goals

Market research can be one of the most useful tools that you implement into your business routines. These regular checkups can provide valuable data that helps you better understand your audience and their expectations of you.


How can you improve if you do not know where to begin? It can be difficult to grasp what your audience needs and expects from you solely based on comments they leave on your social media channels. This is often the most consistent form of communication that you’ll have between yourself and them. So, in order to open the door for more feedback, you’re going to have to roll up your sleeves a bit. Market research can help you achieve just that. Whether you’re already established or just starting out, it’s important to collect this data from your customer or client base. This way, you can identify the obstacles that are in your way and use the data you gather to move past them and towards your goals. Additionally, your market research can help you paint a clear picture of your buyer persona.

The Methods

Now that we’ve established why market research is so important to your business, you’re probably curious as to how to implement them. Here are some of the most commonly used ones:


Surveys are incredibly popular because they’re easy to conduct. They can be conducted online or by telephone. But…let’s be real! Who sits through telephone surveys these days? Online surveys are quick and user-friendly.


Workshops help get a diverse look into your demographic. Focus groups work similarly. These days, technology allows for digital workshops and focus groups to be held at a fraction of the cost. This format helps with broader questions, whereas surveys only get you a slice of the pie.


Facebook’s Audience Insight tool gives you an in-depth glance at your demographic in a way that you may not be able to get elsewhere. Analytics on social media are a useful gadget that tells you who your audience is. This helps you build your buyer’s persona, so you can plan your campaigns accordingly. Facebook’s insight tool shows you everything from age, gender, and interests that are shared by your audience. You can find this tool in the “tools” menu of your Ads Manager settings.


It’s also important to hear from your employees who directly interact with your customers. If you have storefronts, your cashiers and representatives will be the go-to. However, for service-based operations, you’ll want to hear from your sales reps. They’ll be interacting with your clients from the early stages of the sale, so they’ll have an interesting perspective on their needs.


A little bit of healthy competition can’t hurt.

Let’s get this straight—I don’t want you to obsess over your competition. You don’t want to accidentally model yourself off of what someone else is already doing. BUT, you do want to take them into consideration when you’re doing market research. Knowing their strengths and weaknesses can help you paint a better idea of your own.


A few more things to consider…

When you are conducting brand research, the end goal is to get a keen perspective on your audience’s expectations of you. You need to think about the things that make your brand special to them. What makes your favorite brand (other than your own!) special to you? Think about:

  • Sentimental value – What gets people attached to you/your brand?
  • Recognizability – Can they set you apart from the crowd easily? Can they name you without thinking twice about it?
  • Association – What do they associate with your brand? This ties into sentimental value, as these associations are often feelings.

Tips & Tricks

  • Asking broader questions helps get a more detailed response from your survey group. This leaves less room for basic “yes or no” answers
  • Understand that each method does not have a way to eliminate bias. Recognize the potential for biased answers in every method that you use. Try to minimize these when you’re creating your research material
  • Eliminate your own bias. You’ll probably have an idea of where you want the surveys to go. If necessary, let someone else lead the discussions to avoid this issue!

The best part about  market research is that there are so many possibilities in completing it. There is no “one size fits all” for any brand!  Gathering this data eliminates some of the obstacles that you might not have known were there in the first place!

Ready to build a data supported brand? Complete our New Client Questionnaire so that we can understand your needs and provide the best fit solutions.

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Why Ongoing Website Maintenance Is Essential To Your Business

A living, evolving tool. Your right hand man/ma’am. Once your website has launched, it is not set in stone for eternity, but rather, it needs to evolve with your business.

As a living, ever-changing tool, your website needs on-going check-ups and maintenance to provide essential data and properly function for your business. Since your business slowly changes over time, Elite Vivant can service your website each month by updating and maintaining crucial elements to maintain its longevity and functionality.

Essential maintenance updates for your website include:

  1. Website Changes and Update 
  2. Website down recovery
  3. Website data back-up
  4. Virus & Malware Scanning
  5. Spam Protection
  6. WordPress Core & Plugin Update
  7. Theme Updates
  8. Clean Log & Spam comments
  9. Website speed check & optimize
  10. Support request via Support ticket
  11. Monthly Web Care via Report
  12. Quarterly Suggestion for Website Improvement

Maintain the Health of Your Website – In order to maintain optimal functionality and avoid vulnerabilities, it is necessary to update your core and plugins since WordPress offers updates to address security concerns. For instance, hackers can steal data from your website and re-route customers to other websites from your own website. As a result, your business could lose sales and trust from your client base. Maintaining a healthy website with the proper updates ensures a fully functioning updated space for your customers to engage with your business. 

Backups – It is important to backup the website each month to maintain the updates and data collected by your website. If your website is not backed up each month and a catastrophe occurs, there is no way to access all the past data. 

Updated Graphics and Messaging – Since your business changes and evolves over time, it is necessary to update the messaging and graphics on your page to keep your website fresh for your customers. By keeping your graphics and messaging on your website current, you are extending the longevity of your website instead of having to create a whole new one in a few years to better fit your evolving business; thus, avoiding a much larger expense! 

If you haven’t already completed our New Client Questionnaire, get started here to learn how your goals and our solutions align. 

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How To Prepare for Your Consultation With Elite Vivant

Congratulations! You’ve decided to take action and seek help with the challenges in the way of your ultimate success. Elite Vivant is thrilled to be part of your exploration, and we are honored that you are taking the time to explore working with us. Our mission is to help you overcome any obstacles you are facing and provide you with solutions to grow your brand – no matter the stage of your business. Let’s dive deeper into the first step in exploring our new client relationship, a one-on-one consultation.

Elite Vivant conducts consultations to understand:

  1. What challenges you are facing?
  2. What do you hope to achieve? 
  3. What is getting in your way?
  4. Your readiness for change? 

At the end of our call, we will determine if working together will be a good fit. If it is, we will begin the onboarding process. 

Here are some helpful tips of how to best prepare for your consultation with The Elite Vivant Team:

1. Familiarize yourself with our project prerequisites because all projects start here!

“If you don’t know where you are going, you’ll end up someplace else.” – Yogi Berra

Planning sets the foundation for strategy, so we meticulously research and understand all the elements of your brand. Through this research, we are able to further hone in on the strategy as well as make any additions or pivots necessary! With this research phase, clients improve their ROI, understand their SWOT analysis, and can move forward confidently with Elite Vivant to the next phase of the project, the Implementation Project.

Types of Projects Prerequisites:

Brand Clarity Session: Our one-on-one Brand Clarity Session is a 90-minute zoom session where you will receive guidance, feedback, and a trustworthy sounding board for your ideas. 

Brand Blueprint: Branding blueprint customizes a clear strategy to reach goals, design alluring content, identify strengths and areas of growth, and reduce marketplace expansion costs.

Brand Audit to Brand Blueprint: Brand Audits best serve existing brands; during a brand audit, we meticulously examine a brand’s marketing collateral, social media channels, customer engagement, and other relevant data to discover areas of strength and growth.

2. Your Business Vision

We want you to share what inspires your company and what drives you each day – your vision for your company. Additionally, we will discuss your challenges as well because as your partner, we will help you conquer your challenges so your brand grows and evolves. As entrepreneurs, we recognize the passion and drive within one another as well as the obstacles we need to overcome. This spark that kindles your joy and motivates you every day also inspires our team to create a unique project for your unique business.

3. Your Expectation & Level of Involvement

As we gain clarity about the needs of your brand and your vision, the collaborative process begins. It’s a team effort between your brand and Elite Vivant because as we work to provide you solutions, there will be tasks that you must complete in a timely fashion to meet project deadlines. To avoid delays, we openly communicate via your Asana Board and email to ensure you stay up-to-date on what needs to happen on your end and what we are working on. Due to the fact that we are a boutique agency and to ensure top quality deliverables, we only accept mutually beneficial partnerships.


For new businesses, we recommend a 3- 6 month timeline before you launch.
After agreeing to collaborate on projects together, project start dates are 2-4 weeks after our initial consultation.
Project Prerequisites last about 4-6 weeks and then clients transition to the next phase, Implementation Projects, and finally a Retainer Project to support ongoing goals.
Even though we are a boutique agency, we operate on a large scale since website, marketing, and brand identity are interconnected and influence the success of one another. Oftentimes, businesses choose to scale their business with us and add projects as they grow, so it’s important to identify short and long-term goals for your business.


Hiring experts and investing time and money into your business will provide a greater ROI long term. We understand that all clients have different budgets and we respect that. If needed, we prioritize projects into stages with mutually agreed upon payment plans to accommodate clients. Our clients invest $3500 – $20,000 over a course of 6 months.

Prepare Your Questions

Bring all your questions about your goals, obstacles, our processes, and more! We answer these even though all of our clients start with a project prerequisite, we discuss all future solutions that will be part of the next phase, Implementation Project.

If you haven’t already completed our New Client Questionnaire, get started here to learn how your goals and our solutions align. 

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The Ultimate Guide To A Creating A Branded Website

Almost every stage in the sales funnel can be completed online these days. That means that your leads will likely start off at your website. If your website is lacking in telling your brand’s story, they won’t stay. This guide hopes to help you boost conversions through your branded website.

Every successful company that’s currently in the modern market has one thing in common: a strongly branded website. Think about it. When you go to a major retailer’s website, it stands out. This is largely because their branding is consistent and helps push their brand’s story. If your business is conducted solely online, this is even more true. However, no matter how much of your business relies on the Internet, you need to master the art of a branded website. You only get one first impression, and if even a quarter of your leads find you online, this first impression needs to be great.

Where to Start

Previously, we’ve discussed Brand Identity and how that creates a visual representation of who you are and what you do. A huge component of a well-branded website is the element of a strong brand identity. It’s important to map out your color palettes, font choices, and overall tonality before putting these pieces into your website.

Once you have your brand identity kit, you can begin implementing these into the full website. Your logo should be placed in the upper left-hand corner of each page. This location is eye-catching without distracting the viewer from the overall message of the page.


Again, depending on your budget, this will look differently for everyone. However, it is a good idea to map out at minimum the website page names before getting started with a professional designer.

Remember, it’s important to consider the overall voice of your brand when creating your branded website. If you want to appear more whimsical and playful, choose a template with suitable colors. Light pinks and blues work well if you’re going for a youthful vibe, while monochromatic black and white allows you to appear professional and classic.

The psychology behind brands and colors is a very real thing. For example, brands who deal with money (such as financial advisors) often choose green as their statement color. Not only does green relate to money, but is also the color of balance, harmony and growth. It’s an incredibly versatile color, so even brands who veer away from these niches have been known to use it as their staple.


Some people may argue that content is even more important than a sleek appearance in your website. What good is it if your site looks amazing, but lacks in high-quality content? The good thing about website content is that there really is no one-size-fits-all. Your most important goal is to make sure that the content pushes your brand’s narrative. A consistent voice should be present in all content on your website. Even the fine details. You may think that nobody’s looking there, but if it’s published, someone is going to!

Each piece of website copy needs to be error-free and meaningful. Grammatically correct does not mean dry! In fact, if your content is error-free, it’s more likely to hold the attention span of your audience. If you can’t outsource your website copy-writing, tools like Grammarly help with both basic and advanced grammatical checks. You don’t want to have a published website with the wrong form of your and you’re! (It happens, though!)

We also offer a content creation service where we can help you with additional copy for your website. This includes blog and social media content, as well! Our goal is to make it easier for you to use your consistent voice throughout all your channels quickly and efficiently.

Our final tip is to make sure that you’re using clear and relevant images throughout your website. Imagery can be a useful engagement tool if you’re using it correctly. These images can direct leads to your services and get them excited about it before diving in. Also, make sure your website is mobile friendly. Odds are, at least half of your leads will be accessing your website on their mobile device. Think about it – how often do you do your online shopping from your phone?

Now that you understand the importance of a branded website, it’s time to put it to the test! Complete our New Client Questionnaire so that we can understand your needs and provide the best fit solutions.

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How to Create A Brand Identity That Sells

How do you stand out in a saturated sea of competing brands? Your brand identity is what separates you from the rest. It shows your audience who you are, instead of just telling them. These tips will help you establish your brand’s identity.

There are pros and cons with how businesses operate these days. One of the biggest pros that can also be a con is that everybody can run a business online. If you have a decent enough amount of knowledge on a subject, the odds are that you can get a business up and running in a short amount of time. However, the key to longevity is building up a consistent and recognizable brand. Some of the most successful and iconic brands, like Apple and Coca-Cola have mastered the use of branding to attract a loyal fan base. Their use of icons and symbols helps set them apart. What can you learn from these brands to create your own brand identity that survives the test of time?

Give your audience the full picture.

Your brand identity is extra-important when you’re trying to stand out online and elsewhere. Many consider the logo that you choose to be the face of your company, but everything else that goes into your branding could arguably be your company’s face as well.

Think about it. Everything from your color palette, to the voice you use to write copy, to the way that you choose to advertise is going to be someone’s first impression of you. Ideally, that someone would be a lead that goes through your sales funnel and follows through. So, why not make sure that your first impression is polished and professional. But, speaking of logos…

It’s more than a logo.

A good logo will get you far, but you can’t rely on it to tell your brand’s story. Your logo is, however, almost like the face of your company. Think about iconic logos that you’ve seen before. Amazon’s logo, for example, has a smile hidden within it to allow customers to associate Amazon with happiness. This logo is easily recognizable, along with the brand’s assistant tool, Alexa.

Colors also tie into the visual aspects of branding. For example, the orange in Amazon’s logo (namely the smile itself) is supposed to represent friendliness and playfulness. Their serif font ties the package together with one of their gift-wrap bows. This all culminates into Amazon’s overall goal of appearing approachable, reliable, and user-friendly.

Your logo will likely be the first piece to your visual branding puzzle. Consider the following when you get started:

  • Color helps give off psychological effects. Target’s bright red invites a younger and more passionate crowd. This is seen within their avid fanbase.

  • Fonts also represent your brand’s personality. Serif fonts represent trustworthiness, as seen in the Amazon example above. Sans serif literally means “without serif.” This helps you appear more modernized. Cursive fonts are very whimsical in nature and help if you are trying to appear as youthful.
  • Shapes also determine the demeanor of your brand. Stiff lines are great for financial advisors, as they represent efficiency. However, don’t make yourself seem too stiff! You still want your audience to know you. Circles evoke feelings of togetherness. This would be good for a coach, because you would already appear to be approachable.

Target also uses shapes and fonts to their advantage. Their sans serif font and circle logo brand them as whimsical and playful, which works well with their dog icon that they use in other forms of marketing. Next time you’re online shopping, pay attention to the brand’s logo. See what techniques they used to tell their story quickly to make a good first impression.

We can help you create the perfect logo for your business. Together, we’ll go over everything that makes your brand stand out and conceptualize it into a tangible logo. This way, you won’t have to sit through the process of trying out many different options before one sticks.

Getting down to business

Now that you understand the basics, it’s time to create an actionable plan. The first thing that we do is create a blueprint for you. Mapping out your ideas and create a branding kit. First, we do a research of your customer personas. Knowing who your brand will or already appeals to helps you create items like your logo.

Then, it’s time to create the blueprint itself. Lay out everything that we know about your brand. This includes the emotions that you want to evoke as well as the stories you want to tell. Referring to your brand’s mission helps here. The whole thing should encompass your overall goal as well as core values. We help you refine these values and create branding that sells.

Finally, it’s time to put your brand’s voice to use. Think about things like tonality. How serious do you need to be for your specific services or products? Do you need to get a little more sentimental? This is another place where understanding your demographic is important.

When we work together, you’ll be able to get it right the first time. Eliminating the trial and error process puts you ahead of the learning curve. Working with us can get you several steps ahead of the game.

Finally, remember…

Originality is key! You don’t want to copy your competitors. We’ll make sure your designs are original as possible. Not only is this the morally correct thing to do, but, you won’t be able to stand out if you look just like everybody else.

As long as you’re consistent with all of your branding, leads will be able to see that you’re a reliable voice in your field. Now that you know all the steps to create your branding kits, it’s time to put them to use! Your homework is to begin outlining your ideas, and complete our New Client Questionnaire so that we can see if we are a good fit. We can’t wait to help you bring your visions to life!

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How Brand Strategy Sessions Can Help You Reach Your Brand’s Potential

Brand strategy sessions can help you at any stage of your business’s life cycle. These sessions aim to give you a clearer image of your business, and what was preventing you from achieving your goals.

A brand strategy session is a lot like therapy for your business. These sessions give your brand the TLC it needs to reach its full potential. Often, it can be hard to run a diagnostic test on your own. Working with a team to analyze your brand’s strategy can give you a new perspective that you couldn’t have gotten by yourself. Remember, your brand is how your clients recognize your reputation. Everything they see in your branding is their first impression. And, from there, it’s what they use to remember you in the future.

If there are inconsistencies, they’ll notice. If they notice the inconsistencies, they’ll lose interest.

When do brand strategy sessions work best?

You don’t need to be a new business to reap the benefits of brand strategy sessions. However, if you are, it is strongly recommended that you start off with one. This way, you can avoid consistency issues from the get-go.

If you’re more established, though, you can use brand strategy sessions to overcome any obstacles you’re facing when it comes to reaching your goals. Sometimes, that may mean a complete overhaul, otherwise known as a rebrand.

Rebranding is a tricky process. It’s almost like walking on a tightrope. One misstep in this balancing act and it can throw you even farther off course. Your audience knows you at this point, and a complete rebrand could make them lose sight of the relationship you’ve established.

What happens in a brand strategy session?

A brand strategy session can last a few hours or an entire day, depending on your needs. In more severe cases, several sessions are required to reach your desired goal.

During the session, we have a massive brainstorming powwow. Here, we work together to identify the key factors missing in your brand that’s making it inconsistent. These are most effective when everybody who can provide valuable input is there.

What’s the outcome?

After a brand strategy session, your overall vision for the future will feel much clearer. Your brand story will feel more defined. This story should progress like chapters in a novel. There should be no fillers. The session is the outline to the novel. It’s the steppingstone for the rest of it to flow smoothly and effectively.

Where do I start?

I’m launching a brand strategy session service where we can work together to run a diagnostic test on everything that’s missing for you right now, and much, much more! In our session, we’ll be able to build your buyer’s persona. This is essentially an avatar for your demographic (explained here). From there, it’s much easier to establish your goals and what digital marketing tools you’ll need to achieve them.

Then, we can analyze your existing digital channels and outlets and see what is working and what isn’t. Finally, we can audit your media campaigns, both earned and owned. This 90 minute call aims to help you paint a clear picture of where you are and where you want to be.

Does your brand needs a touch-up or a full-on makeover? Complete our New Client Questionnaire so that we can understand your needs and provide the best fit solutions.

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5 Common Mistakes That May Be Interrupting Your Workflow

When you run any kind of business, it’s important to consistently keep up with your workflow and monitor what’s working and what needs fine-tuning. These 5 common mistakes can be easily avoided by implementing these tips!

Workflow processes are crucial in keeping your sales funnels running smoothly. When you update your processes frequently, it’s like putting oil in a machine. Everything runs like butter when everyone knows what they should be doing. That’s kind of a given, though, right? Creating a well-oiled machine takes time and effort, but it doesn’t have to feel like an uphill battle. Allow yourself to be ahead of the learning-curve when you are creating your workflow processes!

1. Plan, and then plan some more

Planning your workflow spares you from redundancy. You’ll need to know what the workflow system does, and why it’s going to be used in the first place. We use Diagrams as they are useful for this step. Visual representations help you understand whether or not this workflow will help you progress or add more unnecessary tasks to your day!

2. Emphasize effective communication

Any stage in sales relies on effective communication between you and your team. Whether you’re a team of 1 or 100, each notification sent between all relevant participants needs to be actionable. I’m sure you’ve had days where it feels like you just don’t stop getting email notifications or texts! It’s overwhelming, and I bet that on those days, you may neglect a message or two…or ten. It happens! In your workflow, though, you need to make sure your team is not bombarded with notifications, and that the ones they do get are important enough to do something about them.

3. Optimize your website

So, you’ve created this amazing lead magnet on social media. Your traffic has never been higher. Your lead magnet has a specific conversion goal in mind. That could look like getting subscribers for your mailing list (*wink wink*) or signing up for a particular service directly via a link. Make sure that the landing page is optimized to be distraction-free. There shouldn’t be a menu or anything beyond the end goal in plain sight.

4. Drive more traffic

Driving traffic to your sales funnel could be as simple as uploading an Instagram post with some easy promo. What’s the point in going through all that effort to create the funnel and the lead magnets if you aren’t going to drive traffic to them? Once you are able to drive traffic, the goal then becomes to convert the leads. But, before you get into that step, it’s important to make sure that the tools you’re using to drive traffic are effective for you in the first place. Maybe take some time to rethink the platforms that you use to increase traffic, and see what works and what doesn’t.

5. Remember to follow-up

On a similar note, forgetting to follow-up with your leads can be just as detrimental to the sale. You have to nurture a relationship with your leads from the very start. Imagine offering this amazing free content. You’re showing your expertise, establishing yourself as a credible source, but you’re not following through with the people who are already impressed by you. Don’t be shy about sending content to your mailing list. You want to remind them about why they were interested in you in the first place.

Whether you need to fine-tune your workflow process, or you are creating one from scratch, it’s so easy to miss these steps. We are here if you needed us so don’t let that discourage you! Instead, use these common mistakes as tools to further establish a workflow process that works for you. They can be avoided so long as you’re made aware of them! And, now that you are, there’s nothing stopping you from being the well-oiled machine that you’re destined to be.

Does your workflow need a tune up? Complete our New Client Questionnaire so that we can understand your needs and provide the best fit solutions.
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How to Boost Conversions and Create Leads That Last with Storytelling Content

Service professionals have a shocking advantage when it comes to the benefits of content creation. They can use their expertise as well as human connection to drive sales in ways they may not have thought of before. The trick is finding the balance that will grasp attention spans. These tips will help you get one step closer to achieving just that!

The online platforms of today make it incredibly easy to combine storytelling and valuable, actionable information for your leads. However, many service professionals like financial advisors may not realize the striking advantage that they have in this department! Their expertise is so versatile that they can create content in many ways on several different platforms. We help you master the tactics that people use in storytelling for your brand, you can use this method beyond simply generating leads.

1. Approach it with Empathy

Think about some of the most memorable advertisements that you’ve seen. We all have at least one commercial that has stuck with us since we were kids. You may not be using TV advertising, but it’s a helpful outlet to think about in this context. You may have seen the ASPCA commercials that pop up around the holidays. Rather, they pop up more around the holidays. That’s not without reason!

People are generally more empathetic around the holiday season because they’re already in the mindset of giving. This is the perfect time for an organization like the ASPCA to gather new donations (which is their form of lead generation) because people are already actively seeking ways to donate. Plus, cute animals and sad music trigger other emotions, making them even more willing to pick up the phone or visit their website.

As a service professional, you wouldn’t necessarily go to these drastic lengths to empathetically reach your audience. However, you do need to think about what makes you stand out as relatable and sincere. What stories can you tell that would make your audience feel like they know you?

2. A Hero’s Journey

Literature has various methods that they’ve used to tell stories for generations. The more prominent ones are often taught in school. But, it doesn’t end when the books are closed. Advertising uses these tools as well, albeit with a slightly different approach. When you’re mapping out your content, think about the roadblocks that you’ve faced. If your audience sees your story as a hero’s arc, it is equal parts motivating and entertaining. Your own origin story is a great place to start. Going back to your roots and being candid about the obstacles you faced in the beginning makes you more approachable. Some of the most successful influencers have gotten to their positions of power because of their relatability.

3. You’re the Expert

When we talk about content creation, we often discuss how good content can help you establish yourself as an expert in your field. Blogs, YouTube videos, and other formats are amazing ways to do this. These places offer short and long-form platforms for you to share your knowledge and present yourself as a credible resource to your leads.

Let’s say that you have a lead who is an avid reader of your blog. They’re subscribed to your mailing list, never miss a post, and always leave you comments that just make your day. One day, you mention a service that you offer within the blog post. A little self-promo doesn’t hurt anybody! The lead in question then goes to research your service a bit more. Then, they finally take the plunge and decide to work with you. It was an easy decision because they already trusted you based on the actionable information that you provide them every week.

4. Learn About the Platforms

There are so many social media platforms these days. It can get very overwhelming trying to balance them all. But, each one can provide different things in terms of lead generation. For example, a solid base of Instagram followers can help you generate sales directly through links in your Stories. As far as storytelling through content goes, you can create your online persona or voice as someone that is consistent and reliable through anecdotes and relatable feelings or situations. Boosting engagement also works with content storytelling. The audience will feel like they’re involved in the story as they’re interacting with you in your comments section.

Social platforms like Twitter are another great source for short anecdotal content. This could be a place where you can tell stories about your struggles when you first started in business. Naturally, this comes with compliance laws, but you can leave out certain details and still make the stories entertaining and relatable.

Try and map out different ideas that you have. Think about the format that you’d need to tell these stories. Which social channel would help you tell this story in its truest form?

5. What Makes it Shareable?

Certain things will also be more eye-catching online. Memes are incredibly popular. They’re funny, often anecdotal (notice a theme here?) and shareable in nature. It’s so easy to share memes, whether that be in the form of a retweet on Twitter or sharing them to your story on Instagram. Most platforms make posts shareable by simply pressing a button. This is such an easy way to generate leads through content storytelling because when someone reposts it this way, new leads are automatically linked back to your profile. It all comes full circle!

To summarize, the biggest goal in content storytelling is relatability and reliability. Establishing yourself as a standout expert in your niche online can truly be as simple as allowing your audience the opportunity to get to know you. With all that being said… what stories do you have to tell? Let me know your ideas in the comments!

Is your brand telling an engaging story? Complete our New Client Questionnaire so that we can understand your needs and provide the best fit solutions.

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4 Tips That Will Help Financial Advisors Generate Leads That Last

Financial advisors have a tough task when it comes to lead generation. They must modernize their approach to sales, and sometimes it can be tricky to see how these tactics will work for them. However, we have solutions that work like a charm!

Gone are the days when cold calling was an effective approach to lead generation for anybody running any business. These days, that’s actually one of the least effective ways to do it. Newspaper ads and magazines are expensive with little return while many people get their news from Social Media.

With all that being said, financial advisors have to modernize their approach to lead generation. But, sometimes it’s difficult to understand where to put your digital marketing efforts and how it will benefit your business. These tips will help financial advisors learn how adapting to new lead generation techniques will give them the growth they desire!

1. Use the Power of Social Media

Social media could easily be considered as the most helpful tool to any business owner ever. And, I know, that’s a drastic generalization to make. But, it’s true! There is just so much that you can do with it. Everyone uses it. The connections that you can make online are virtually limitless. (See what I did there?)

It’s all a matter of knowing which platforms work for you. LinkedIn is great for financial advisors. You can filter through your own contacts and find the ones that are most likely to want to work with you. Also, LinkedIn is generally used by many high-profile clients. Don’t be afraid to introduce yourself!

2. Put Yourself Out There At Webinars and Workshops

These days, we’re finding new ways to stay connected while we can’t physically be together. This is true for networking events such as workshops, where you’d traditionally gather in a hall or ballroom and interact with like-minded people.

When all this is over, we’re all likely to transfer some of these less-traditional meeting methods over to our new routines. Webinars and workshops will be a guiding light for financial advisors while they generate leads. This investment is one that’s well worth it. Beyond the connections you’ll make, you’ll also gather some valuable knowledge!

3. Rethink Your Advertisement

Did you know that the location of your ads is just as important as the quality of them. As we mentioned earlier, social media is a marketplace for leads. Imagine how much power social media ads could have for your business!

Facebook and Google are some of the most popular ad platforms out there. That’s not without reason. They’re user-friendly and their algorithm is built for business owners to get the most traction possible. Don’t forget to do some split testing of your marketing message and creatives to ensure that your audience is connecting and that you are not wasting advertising dollars.

4. Update Your Website

How long has it been since you’ve updated your website? If you’re unsure of the answer to that question, it is probably time to give yourself a much-needed revamp. A clean, professional, and user-friendly website increases the chance of leads following through. Providing them with valuable content such as relevant blog posts containing info they’d need (like this one 😉 will get them interested in what else you have to offer!

Now that you know how to generate more leads as a financial advisor, we would love to hear your thoughts! What tip are you thinking of using first? Let us know in the comments!

Are you looking to generate more leads? Complete our New Client Questionnaire so that we can understand your needs and provide the best fit solutions.

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