Branding
3 things that are destroying your brand
What to stop and start right now You don’t see it. And you can’t feel, smell, taste or touch it. But it’s there – lurking on your website. On your social media platforms. In your client letters. Brochures. You may even be delivering some of it yourself. It’s client repellent. It’s out there, and you’re the one responsible for it. You’re inadvertently saying and doing…
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Marketing
Content Marketing: Technology Tools to Become a Better Writer
Increasing search engine rankings, lead generation, conversion rates, client retention, referrals, overall marketing ROI—the list goes on for reasons content marketing has undeniable benefits as part of an inbound marketing strategy. Content marketing gets 3x more leads than paid search according to a study by Kapora and marketers who prioritize blogging are 13x more likely to see positive ROI according to Hubspot. So, why aren’t…
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Public Relations
CRISIS COMMUNICATION WHEN DISASTER STRIKES: WHAT AND WHEN TO COMMUNICATE
No one wants to think about it—It will never happen to you, your family or your clients or community. But bad things do happen, and when it’s part of your network, it’s important to know what to communicate, and when. While natural disasters can be prevalent this time of year, unfortunately, there are many man-made disasters that warrant a crisis communication plan as well. When…
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Branding
Getting to the CORE of Your Company’s Brand
Substance Sells, Generic Repels Like it or not, your business is a brand. If you engage with other people, you have a “brand image” that’s being portrayed. And yes, even if your firm is small, it still projects a brand, too. If you don’t know what that brand is, you’re likely committing a rookie mistake—don’t brand on accident. Be purposeful and strategic and, most importantly, involved…
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Marketing
Don’t add another marketing piece until you do this…
Why too much marketing material dilutes the message This industry is consistently evolving and reinventing itself. Advisors are fortunate to have so many “middlemen” vying for their business. From RIAs to B/Ds to IMOs—many of them will do anything to get your clients’ assets. Often, this means providing you with marketing materials and strategies to help you… wait for it… sell more of their products!…
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Marketing
Video Production Checklist: Pre-Production
Are videos a part of your marketing strategy yet? Video marketing is a trend that has become increasingly more popular and shows no signs of slowing down. If you’re not convinced that you need to incorporate videos into your marketing strategy, check out these statistics by Hubspot: 81% of businesses use video as a marketing tool, up from just 63% percent last year. 78% of…
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Branding
Tell The Right Story At The Right Time
Sometimes you can judge a book by its cover Have you ever been to an airport waiting for a flight only to find yourself perusing a bookstore to pick up the next title you just might read? Of the hundreds of titles to choose from -what makes one book stand out over the other? You might go to the section you are interested first – let’s…
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Marketing, Public Relations
How to Win Awards for Your Financial Firm
40 under 40, Top Financial Advisory Firm, Fastest Growing RIA, Best Place to Work—you’ve seen the lists. Perhaps even your competition is on them. Want to know how you can win awards and accolades for your financial business? 3 Ways to Help You Win Awards: There are two kinds of professional awards: Those that rank your business strictly on hard facts, (like AUM via SEC or…
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Public Relations
Slam-Dunk Public Relations: What Basketball Can Teach Us About PR
With March Madness quickly approaching, many of us basketball fans (myself included) are gearing up for one of the most exciting sporting events of the year. There’s just something about filling out those brackets, anticipating upsets and waiting to see which of your predictions will be right, that makes you want to play hooky from work so you don’t miss a single game (myself excluded,…
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Branding, Marketing
When it’s time to sell… How to maximize your brand equity
You’ve climbed the mountain. Reached the top. The pinnacle of your life’s work is under you. And now it’s time to cash in. Other than the obvious strong financials, what else is going to help you sell your financial planning business for top dollar? According to industry publications, valuations for financial planning firms are reaching record highs, and private equity is more interested than ever…
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