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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Branding, Marketing

Should I Buy This Ad? The Financial Advisor’s Guide to Advertising

As a local business owner, you have likely encountered a number of advertising opportunities from your local radio, newspaper or similar media outlets to promote your financial firm in your market. They are often laced with urgent deadlines and special incentives to sweeten the deal. The question is: should you or shouldn’t you? How do...

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Marketing

Diversify Your Marketing Mix: Understanding Owned, Paid & Earned Content

Just like investing in the stock market, a strong diversity in your marketing mix is essential for consistent long-term growth of your business. As the financial plans you will recommend vary based on each client’s unique needs, a financial professional’s marketing mix will also vary based on region, market niche, budget and growth objectives. When...

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Marketing

Radio Marketing for Financial Advisors: Tapping Into Guest Brand Equity (Part 2)

So you have landed an author, community leader or other notable guest for your show—congratulations! This is the perfect opportunity for both of you to gain exposure to a new audience. Here’s how to make the most of this opportunity: Pre-show Request Images & a Short Bio Whether there is a logo, book cover, headshot...

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Marketing

Radio Marketing for Financial Advisors: Leveraging Your Show to Grow your Audience, Influence & Book of Business (Part 1)

As radio continues to be a popular marketing funnel for financial advisors, it can be easy to get swept up in the production and lose sight of the end goal: financial clients! Let’s take a look at how to integrate this traditional medium with the newer marketing channels and technologies available today to maximize your...

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