— Newsroom, Marketing

Unlocking Content: 7 easy strategies for awesome results

Alana Kohl is featured in Aspire Magazine, providing seven strategies for effective and efficient content marketing including: Transcriptions Blog posts Social media snippets Newsletter nuggets And notes the below bonus strategies: Expand content into an eBook or whitepaper Multiply the delivery method "Processize" your insights Read the full article to discover how to implement these...

Read More

Marketing, Public Relations

6 Tips for Crafting a Memorable Financial Bio

While wealth management is a serious business, any opportunity to make it more personable and accessible will result in deeper relationships with your clients and new connections with spouses, children or others who may otherwise not engage with you in a meaningful way. These relationships are crucial to long-term retention and success for your firm....

Read More

Branding, Marketing, Public Relations

Word of Mouth is a Force of Nature

Identifying COIs to force it in your direction We all know referrals are the most impactful way to grow your business. An endorsement from someone you already like and trust goes a long way in getting you to want to take the next steps with the recommended vendor. Whether it’s a car repair, new restaurant...

Read More

Branding, Marketing

Building Brand Trust in Our “New Normal”

From a global pandemic to seismic movements against social injustices, the vast and numerous headlines of 2020 have sent shockwaves across every aspect of daily life. In the financial industry, these catalysts have expedited many changes that were already in motion, from adopting new technologies to providing more inclusive holistic services that account for all...

Read More

Branding, Marketing, Public Relations

Your Office Walls Just Got Bigger

Steps to staying relevant while working remotely Your four office walls didn’t get smaller. In fact, they got a lot bigger and now include the vastness of the internet. There is a lot more competition in your new virtual world that is also vying for your ideal client’s attention. To generate exposure and establish your...

Read More

Branding, Marketing, Public Relations

Creating a Digital Storefront

An Advisor’s Guide to “The New Normal” of Business During COVID-19 It’s the “new normal” they say. “We could see a resurgence in the fall,” some warn. #Stayhomestaysafe or some iteration is everywhere you look. So how is a financial advisor supposed to “advise” amidst a lingering pandemic? While a pandemic in it of itself...

Read More

Marketing, Public Relations

COVID-19 AND YOUR MARKETING COMMUNICATIONS

In this time of unprecedented mass panic surrounding the COVID-19 pandemic, by now, you may consider yourself an expert on how to wash your hands, practice social distancing and other CDC.gov recommended measures. First and foremost, keep in mind these essential crisis communication points from our previous blog to consider the safety of yourself, your...

Read More

Branding, Marketing

Communicating Change: Planning Essentials to Capitalize on Opportunity

Change is the only constant in life, and the financial industry is certainly no exception. From market volatility, tax code and legislative overhauls, to internal business changes including mergers and acquisitions, partnership developments (or splits!) and similar—top industry leaders are those who embrace and thrive in this environment. How can you prepare for and maximize...

Read More

Marketing

Video Production Checklist Part 2: Production Day

You’ve drafted your script, created your storyboard, organized the necessary equipment and vendors from part 1 of this checklist, and now it’s finally here: production day. But your work is far from over. There are many items to keep track of during your video shoot. The following checklist can help you stay organized and ensure...

Read More

Branding, Marketing

M&A is Rampant: How to Stay Competitive

Return to Marketing Basics Mergers and acquisitions (M&A) are all the rage in the financial services industry right now. But, if you don’t want to participate in these ventures, consider the other “A”—addition. As a marketing major (many moons ago), marketing 101 taught us the 4 Ps of marketing – Product, Placement, Price and Promotion....

Read More