Marketing

How To Deliver The Right Content, To The Right People, At The Right Time

Recently I attended a workshop in Chicago for the American Marketing Association in which marketing buzzwords including “marketing funnel,” “buyer personas” and “content marketing” continued to be a hot commodity. While these concepts in themselves span decades if not centuries, these tools can help breathe new life and provide critical structure to marketing for your...

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Marketing, Public Relations

Avoiding the Paper Cuts of Book Marketing:

Digital Marketing Strategies for Financial Professionals Writing a book is one of the greatest ways to showcase your expertise in the financial industry. Digital marketing is also one of the best ways to promote your work. Digital marketing can be started with a click of the mouse; so many people don’t start planning until too...

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Marketing

Leveraging Your Podcast

Financial Podcasting Part 3 Once you develop your strategy and start recording your podcasts it’s time to build your audience and distribute your podcast. Use these guidelines to determine some simple ways to get more out of each podcast. Write it out. Although one of the benefits of podcasting is that you don’t have to...

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Marketing

Implementing Your First Podcast

Financial Podcasting Part 2 Podcasting can offer great benefits to financial professionals — when planned correctly. If you have just started thinking about podcasting, consider reading Podcasting Part 1 to learn more about strategizing for your podcast. If you already have your audience, theme, goals and equipment established, it’s time to start your first podcast....

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Marketing

Podcasting Strategy

Financial Podcasting Part 1 Podcasting can be an efficient way to share your unique story. Podcasts are also a great alternative for individuals who have great ideas, but think they have ‘a face for radio’ or are not avid writers. Podcasting offers great benefits when planned correctly. Before you press record for the first time,...

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Branding, Marketing

Print Materials in a Digital Age

The Power of High-Impact Deliverables for your Financial Services Firm What is one of the best things to hear as a business owner? You have a new prospect! Once the excitement settles in you may be left wondering...Now what? Whether a contact from your website or a referral opportunity from a client or center of...

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Branding, Marketing

SEO Best Practices

For Professionals in the Financial Industry As more and more prospects go online to research and find a service provider, being found is an increasingly important component of your overall marketing strategy. Search engine optimization (SEO) is essentially making your website easy for search engines to understand and find important details. This will make your...

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Branding, Marketing

How to Effectively Survey Your Clients

THE ANSWER IS OUT THERE, BUT YOU HAVE TO ASK THE RIGHT QUESTIONS We have all experienced a negative experience while doing business. Whether it was a lack of response to our e-communications, not having important options available or feeling like we were not valued. We have also all told someone about these experiences. The...

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Branding, Marketing

How to Create High-Impact Surveys

ENSURING THE QUESTIONS YOU ASK GET THE ANSWERS YOU NEED There are many articles, white papers and blogs that explain the value of doing customer service surveys and the best ways to distribute content on any budget, including How to Effectively Survey Your Clients. However, there are fewer pieces that deliver insights into how and...

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Branding, Marketing

5 Tips to a Lasting Impression for Your Financial Brand

Using promotional swag to leave an impact From tradeshows to client events and memorable drip-marketing mailers, branded promotional giveaway items can be a powerful addition to your marketing mix for top-of-mind awareness. Doing a quick Google search will likely leave you feeling overwhelmed with the possibilities from coffee mugs to phone chargers. So, what’s the...

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