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...
Branding, Marketing, Public Relations
Crisis Communications: When Your Clients are Facing the Unknown
Critical illness, death, injury and even a layoff or early retirement are often uncharted territory for people until they are experienced first-hand. These life events are often unplanned and unexpected, and in many cases, require life-changing decisions to be made almost immediately. This is nothing short of a personal crisis for those experiencing it, and...
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...
5 Website Must-Haves
The internet continues to change at a rapid pace as people find new ways to access and browse the ever expanding content. Search engines use extremely different methods to rank pages than they did a decade ago. To succeed, business websites need increased optimization, features and content than ever before. You can greatly increase traffic...
Branding, Marketing, Public Relations
Trick or Treat: Face Your Fears of New Marketing
Scared of trying something new? Here are three ideas of “newer” marketing strategies that many advisors have not yet fully embraced Consider Creating Your Own Podcast Podcasts are by no means new but they are surging in popularity. Many advisors host their own radio shows, but few have considered adding podcasts to their overall marketing...
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...
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...
The Three Most Common Branding Questions – Answered!
What is needed to build an effective brand? First, you need to include your brand in everything that comes from your company. This would include your emails, letters, collateral – everything. Consistency in seeing these brand attributes will help to build brand recognition. From there, be very targeted. An ad in New York Times Square...
Branding, Marketing, Public Relations
Trump your Marketing in 2016
Love him or hate him, Donald Trump does know how to do one thing very well – and that’s live in people’s minds rent-free. Politics aside, the ability to get people talking about you and remembering your messages is an aspiration for just about any businessperson. And doing it without a “ginormous” advertising budget can...
Branding, Marketing, Public Relations
5 ways PR can build your business
For many advisors, media interviews are a thrilling experience. There is a euphoria that comes from nailing a TV interview and a level of satisfaction in being the “go-to resource” on a financial topic… and not your competitor. But PR comes with more than just immediate gratification – it can have a long-term impact, one...