Branding, Marketing, Public Relations

Celebrating 13 Years: 5 Lessons Learned and Tips to Fast Track Your Own Company’s Success

AdvisorPR’s anniversary is quickly approaching. It'll be 13 on January 31. As I reflect back on my business over the past 13 years, and of course on the heels of New Years and new goals for 2018, it dawned on me—if I had known then what I know now, how different the journey might have...

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Branding

Technology and Your Financial Brand

Industry Insights, Key Messages & Considerations Where are you when it comes to technology? Are you an early adopter? Do you embrace cutting-edge innovation in your personal and professional life and use those tools and apps to communicate with clients? Or, do you cling to the old days? Do you tell yourself, “if it ain’t...

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Branding, Marketing, Public Relations

Is Your Marketing a Trick or Treat?

How to make sure your promotion dollars are getting a return Often, small business owners allocate a total gross percentage of their revenue to their “marketing” budget. I often hear anywhere between 10 to 30 percent that’s “invested” back into promotional activities with the goal of attracting more prospects, generating more referrals and closing more...

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Branding, Public Relations

You’ve Heard of Fake News… What About Fake PR?

What’s at stake when you attempt to misrepresent yourself and your accomplishments—your credibility. I’m guessing you’re familiar with the term “fake news” by now. We see it everywhere we look these days and it appears in many forms—from the satire of Saturday Night Light and the hoaxes of Bigfoot sightings to poorly reported journalism and...

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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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Branding, Marketing

Can I use that Song in my Marketing Videos?

A Beginner's Guide to Music Rights for Financial Professionals. The power of video marketing has grown significantly and many advisors are trading in long-winded written content for powerful, eye-catching and engaging videos. Adding video components to your marketing strategy can help increase your conversion rate, boost engagement and leave a lasting impression with a client...

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Branding, Marketing, Public Relations

From Advisor to Author:

Your Book is More than a Client Handout - Cliff Notes to Book Publishing & Promotion for Financial Professionals There’s a growing trend in the financial services industry of accomplished advisors becoming book authors. It is the pinnacle of credibility and a calling card to prospects who needed that added assurance that you are the...

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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

Building a Brand through Client Experiences

I attended a Barron’s conference in Las Vegas recently and had the opportunity to sit in on a very informative presentation about creating a “wow” experience for clients. This resonated with me for a couple reasons. The presenters asked the attendees in the room, by a show of hands, if they felt that the customer service...

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