Branding, Marketing

4 Fundamentals of Effective Financial Marketing

How can I improve marketing results for my financial practice? As the financial industry has continued to evolve toward a comprehensive, financial planning service model over the past decade, many of the advisors we speak with have developed a systematic process to review a new client’s holistic financial picture as a critical first step. The...

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Branding, Marketing, Public Relations

Marketing Essentials for a Financial Advisor: Professional Headshots

Above all, financial services is a relationship business, and photography is a critical tool for introducing and depicting your team to create an instant and lasting impression. These images will be what prospects store in their memories and associate with your name when they see your email in their inbox or your name on their...

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Marketing, Public Relations

Writing Checklist: How to Craft the Perfect Financial Bio

If you have ever stared at a blank page struggling to write your own biography, you know what a challenge it can be to effectively communicate all the compelling reasons a future prospect should want to work with you. It is almost like a first date or answering the notorious hiring interview question: “Tell me...

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Public Relations

The Art of the Pitch: How to Become a Go-to Financial Resource for the Media

Have you noticed that every year the media features the same stories? Calendar based stories from the holiday season, back to school, Halloween and tax season are just some of the topics that must be included in the media’s coverage. As a financial advisor, you possess knowledge that could be valuable to media in your...

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Marketing

9 Advertising Must-Haves for Financial Professionals

On the heels of the Super Bowl, it is an annual tradition to discuss and analyze the ads that played during the big game. While there may not be multi-million dollar national TV ads in your future, as a financial professional there are advertising fundamentals that are important to communicate effectively and leave a lasting...

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Marketing

Email Marketing Automation: Systematize Your Financial Business

Email Marketing Automation (EMA) refers to a variety of tools and mechanism that help to automate ongoing conversations and the seamless delivery of content to your clients and prospects. EMA is traditionally used for a welcome or nurture sequence, which can include tailored messages specifically to your list’s interests. EMA has become a prevalent and...

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Marketing

Financial Marketing Tips & Tools for 2018

As 2017 draws to a close, many of our clients are making plans this holiday season to relax, recharge and refocus on their marketing goals and resolutions for the new year. The top of many lists includes an emphasis on digital marketing in 2018. Whether that means: Expanding your website to become more engaging and...

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Marketing

The Advisor’s Guide to Blogging

Welcome to a blog about blogs! With Halloween just around the corner, this is the perfect opportunity to face your marketing fears and identify a “new” medium and make it your own. For many advisors, content marketing may be at the top of the list. Let’s start with a quick look at just a few...

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Marketing

3 Tips to Focus your Financial Marketing Priorities

Over the past decade of working closely with financial advisors, there is a common personality trait I have witnessed in many of the industry leaders. This attribute is what the Kolbe Assessment may call a “quick start,” the entrepreneurial spirit that drives advisors to start and build successful businesses. This can also lead to a...

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Branding, Marketing

Email Marketing 101

An Introduction to Email Marketing for Professionals in the Financial Sector Email marketing is one of the most cost-effective ways to stay top-of-mind of potential clients, nurture current clients and deliver great customer service. Much like the federal government regulates advisors, markers are also subject to regulation. The biggest email marketing regulation is the FTC...

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