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...

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Branding, Marketing, Public Relations

Invest in my brand?… What’s the point?

Clients. That’s the point. Bigger, better, more qualified, more eager to get started now, A+ types of clients. Branding is the bridge that takes you from a transactional salesperson always looking for the next person to buy your products, to a pursued, trusted financial consultant who brings value and purpose to a clients’ financial plan...

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Branding, Marketing

The Who, Why and When of Effective Marketing

Have you ever heard of the one: “Send the right audience, the right message, at the right time.” That’s how you grow your business. So, that sounds easy enough, right? So why aren’t you doing it!? Obviously, it’s not as cut and dry as it sounds. Let’s break this down: The right audience. Chances are...

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Branding, Marketing

Lean and Mean in 2015: 3 Tips for Building a Marketing Plan for Your Financial Practice

Whether you’re just embarking on independence or are a veteran advisor with an established firm, there are three things that remain consistent when building your marketing plan for the year. If you focus on the following three things when planning, and keep these activities on in the forefront throughout the year, you will be on...

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Branding

What is Your Value Prop, Really? How to Stand Apart in a Sea of Competition

Recently, I had an advisor question “brand-building,” and if there is really any value in this since every advisor “does the same thing.” My first thought to this – if you don’t think you do anything of value, your prospective clients never will either. If you want to be a successful business owner and top...

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Branding, Marketing, Public Relations

Why Choose an Industry-Specific Marketing and PR Firm: The value in working with a firm that knows your business

Marketing plans are in the air. Since the start of the New Year we’ve had a lot of interest from advisors nationwide to help strategize their branding, marketing and PR goals. One common question we hear from advisors is why should they work with us instead of a marketing firm located in their city. Other...

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Branding

Successful advisors create a brand. And then stick to it.

Any business that wants to be regarded as a true and credible business needs to take a little time to invest in building its brand. The term “brand,” though, especially in this industry, has many different interpretations. Let me explain what a brand is and how it’s developed, so you can determine if what you...

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Branding

Build Me A Website. Who Cares What It Says!

Recently I had an advisor contact my firm to request a quote for building him a custom website.  He clearly understood the value in having a custom site to suit his functionality needs.  We went through the standard process of determining what he wants the site to do – capture leads, allow for downloads, play...

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Branding, Marketing

Quantifying Your Creativity: How to achieve maximum marketing results

Time and time again, new advisor clients will ask me to "quantify" their investment in creative services: "If I spend X, am I guaranteed Y?" While I wish creative services and the costs associated had a direct correlation to specific outcomes and immediate results, the reality is: it's all variable. Creative services -- pending the...

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Branding, Marketing

Maximize Your Marketing

Results. It’s the name of the game. Business has everything to do with results. But in order to achieve measurable results for a business, such as new clients for your financial planning practice, a comprehensive marketing plan must be put in place. Many business owners, regardless of the industry, seem to believe that they can...

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