Marketing

Web Video 101

In the financial industry, many concepts, services and products can seem incredibly complex. To the average consumer it may be difficult to decipher the jargon and comprehend financial terms we use everyday. Everyone has at some point lost interest or been intimidated by a huge block of text. Video can be a dynamic solution to the overbearing block...

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Marketing

What is a “Drip Sequence” and Why Do You Need One?

Generating new customers in the financial industry is important to not only staying in business, but growing your business. It is no surprise that many financial advisors spend a considerable amount of time acquiring new leads. However, one major opportunity that is often overlooked is nurturing the leads that didn’t immediately decide to buy, but...

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Branding, Marketing, Public Relations

Trick or Treat: Face Your Fears of New Marketing

Scared of trying something new? Here are three ideas of “newer” marketing strategies that many advisors have not yet fully embraced Consider Creating Your Own Podcast Podcasts are by no means new but they are surging in popularity. Many advisors host their own radio shows, but few have considered adding podcasts to their overall marketing...

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Branding, Marketing

5 Tips for Leveraging Web Videos

Web videos can be extremely beneficial to your marketing campaign. In today's world, there are many people who would prefer to watch a video than read text. The best way to reach the most people is by incorporating both into your website and social media pages. Creating videos is not enough, though. You must also...

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Marketing

Pay-Per-Click 101

There is no denying the value of having a digital presence for your business. If you are just starting your business, or are just starting to promote your business online it can be very overwhelming. One of the easiest ways to quickly reach your target audience is with pay-per-click, but knowing you should do it...

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Branding

The Three Most Common Branding Questions – Answered!

What is needed to build an effective brand? First, you need to include your brand in everything that comes from your company. This would include your emails, letters, collateral – everything. Consistency in seeing these brand attributes will help to build brand recognition. From there, be very targeted.  An ad in New York Times Square...

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Public Relations

May the Force Be With You: How to Stand Out From Other Financial Media Resources

In the spirit of Star Wars day, securing regular and recurring “out of this world” media coverage can happen, if you approach each opportunity with a long-term vision. In my mind, if you appear in the media, you are a star. Maybe you’re not invited to a red carpet event after a few appearances, but...

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Branding, Marketing, Public Relations

Trump your Marketing in 2016

Love him or hate him, Donald Trump does know how to do one thing very well – and that’s live in people’s minds rent-free. Politics aside, the ability to get people talking about you and remembering your messages is an aspiration for just about any businessperson. And doing it without a “ginormous” advertising budget can...

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Branding, Marketing, Public Relations

5 ways PR can build your business

For many advisors, media interviews are a thrilling experience. There is a euphoria that comes from nailing a TV interview and a level of satisfaction in being the “go-to resource” on a financial topic… and not your competitor. But PR comes with more than just immediate gratification – it can have a long-term impact, one...

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Branding, Marketing, Public Relations

Invest in my brand?… What’s the point?

Clients. That’s the point. Bigger, better, more qualified, more eager to get started now, A+ types of clients. Branding is the bridge that takes you from a transactional salesperson always looking for the next person to buy your products, to a pursued, trusted financial consultant who brings value and purpose to a clients’ financial plan...

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