Beetle Moment Marketing

39% of HNW investors have already switched or added a new wealth management relationship in the past 3 years. The wealth management landscape is shifting—66% of HNW (high-net-worth) investors desire more personalized service, and 46% are ready to change providers within the next 1-2 years. That's nearly half of clients with over $1mm in liquid investable assets. How many are your existing clients (uh oh), and how many are switchers you can pick up (opportunity)? A strategic, modern marketing approach is key to retaining AND growing your client base. Retention marketing protects your previous marketing investment (client acquisition cost, averaging at least $3116 per client). Content marketing protects your tomorrow, through awareness and lead gen of the right prospects: the 46% who are looking for a better experience. Time to get in front of them. Modern marketing strategy today means durable business tomorrow. 💡 See our marketing, podcast & video services: https://lnkd.in/gaXMpit3 #WealthManagement #ClientRetention #MarketingStrategy

"Maybe I can save the 1% fee and DIY this with a robo and ChatGPT." -A lot of potential clients, especially Millennials Here's how to communicate the value of human financial advice in the age of AI. Businesses who pull ahead in 2025 will do it like this... Watch the rest from Emily Binder's new episode: "ROI of Transparent Pricing + Marketing (Financial Advisors Beyond AUM)" 🔗 in comments #financialadvisormarketing #contentmarketing #wealthmanagement

Let's talk openly about fees. Charging ~1% of AUM for wealth management & financial planning is a mental barrier for many prospects. (And in ways, this fee structure is bizarre, seems due for a makeover.) Especially for these personas: 1️⃣ Confident DIY'ers who've had great performance 2️⃣ HNW (over $1M investable assets, even when fees <1%) 3️⃣ Millennials who've drank robo Kool-Aid or think ChatGPT is their advisor Having insight into all three perspectives, I explain in the full video why hiring an advisor was a valuable decision for me. While I intimately know the finserv space unlike your average prospect, there's one pain point that fueled the move: "You don't know what you don't know, Emily." And that's universal. This thought nagged at me for years, kept me up at night. My situation was only getting more complex and it was an energy cost. But I don't see this angle in a lot of messaging yet. Flavors of it exist, implicit but not explicit. This is an unlock for advisor marketing to people like me. #lossaversion Catch this full BRAND NEW episode of "Voice Marketing with Emily Binder" on your favorite podcast app or YouTube—links in comments 📈🎥 Episode title: "ROI of Transparent Pricing + Marketing (Financial Advisors Beyond AUM)" 12/12/2024 #financialadvisormarketing #financialadvice #roboadvisor #investing

Podcasters: this is must-see data about your podcast and audience preferences. Freely available from Spotify. Don't snooze.

This page mistake makes it really hard for people to actually listen to your podcast. Make it easy for them. Lower cognitive load for any desired action. Hear the essential elements of a podcast home page on your website (5-minute listen):

Are you leading with your Masculine or Feminine when it comes to sales? In business, we so often feel the need to lean into our masculine. Emily Binder is flipping the script and is living proof that harnessing her feminine energy is her secret to: - Her highest revenue year yet - 40% increase in annual revenue - Founding and bootstrapping her 2020 SaaS startup WealthVoice which was profitable since month 1! - Growing her marketing agency Beetle Moment Marketing to be profitable for 7 years in a row Check out the full episode here : https://lnkd.in/gm2kQ6m4

Solid list of LinkedIn accounts to follow (even more so now):

Social media tip: how to earn attention in 2025 LinkedIn, Facebook, Instagram, X, YouTube, Pinterest, etc.: All are powered by interest graphs, not chronological feeds. It doesn’t really matter what time of day you post. The algo will surface the post to the right people whenever. This means you don’t need thousands of followers to reach a big audience—just enough for social proof. We used to obsess over posting at the optimal time of day and growing followers. Don’t worry about that anymore. Instead of chasing followers or vanity metrics, focus on creating content that drives engagement. Share valuable insights, and don’t be afraid to go zero-click—give people the full story right in the post. No links, no gates. You can reach So. Many. People. For. Free. Every business needs to take advantage to stay relevant. It’s not optional like in 2014. #marketing #socialmediamarketing #contentcreation

Want to be a guest on business podcasts? Before you hire a booking service, there's one mistake to avoid. Emily Binder breaks it down and shares a free copy-and-paste master prompt to generate a list of the RIGHT podcasts. That way this pitching effort isn't a bad look for your personal brand and it will net you valuable guest appearances. P.S. AI tool/app rec we're loving lately: Magai, a dashboard that aggregates dozens of AI tools like ChatGPT, Gemini, DALL-E and many more - it's a steal. Details in the post👇🏼 New mini-podcast and blog: https://lnkd.in/d3J-nJ6j #personalbrand #pitching #podcasting #pr

Want to be a guest on podcasts? 🙈 Avoid this common mistake. Don't worry, I have a copy-and-paste AI prompt that will help prevent this personal brand pitfall when reaching out to hosts. It's on the Beetle Moment Marketing blog (free, ungated). Send this post to your spray-and-pray VA ;) ⚡️ Brand new mini-pod just dropped. Link to everything in first comment. Episode title: "Podcast Guests: Prevent Embarrassing Booking Outreach Emails - Magai AI Prompt Tip" | 11/21/2024 #personalbrand #podcasttips #podcasters #marketingtips #ai