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...
5 Ways to Freshen Up Your Financial Marketing
Is your marketing showing its age? Chances are it’s been a while since you gave your marketing materials a makeover. Just like the financial markets, the marketing world is dynamic, and what worked five years ago might come off as stale today. A misaligned message, an outdated design, an archaic technology—these things can spell trouble...
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...
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...
Charity Begins At Home
You want to give back and start raising money for a charity. It is something that you have wanted to do for some time. So, what is the first step? Finding a charity that you want to support. Easy right? Not always. Picking a charity that is right for you can take some effort. Unfortunately,...
The “Swiss Cheese” Press Release: How to Act Quickly When News Breaks Part 2
Congratulations! You’ve created a “Swiss Cheese” press release and are one step closer to being a go-to resource for the media when news breaks. So what’s next? The following are some additional tips to help you distribute the release when the time comes. Identify your key media contacts. In order to move as quickly as...
The “Swiss Cheese” Press Release: How to Act Quickly When News Breaks Part 1
When breaking news hits, you often times don’t have the time to develop an entire press release and if you do, you risk missing out on a lot of great media opportunities. TV outlets especially move quickly when news breaks. For example, when the Brexit news was announced and the market took a dive, several...
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...
4 Steps to Take When You’ve “Bombed” a TV Interview
As much as we all try to avoid them, bad interviews can happen. Regardless of the amount of time and media coaching you put in to prepare or how well versed you are on the topic, sometimes nerves, or even just bad days, can get the best of us. Television interviews in particular can be...
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...