Blog

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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Blog

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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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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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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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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