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...
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...
How to Effectively Survey Your Clients
THE ANSWER IS OUT THERE, BUT YOU HAVE TO ASK THE RIGHT QUESTIONS We have all experienced a negative experience while doing business. Whether it was a lack of response to our e-communications, not having important options available or feeling like we were not valued. We have also all told someone about these experiences. The...
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...
Web Video 101
In the financial industry, many concepts, services and products can seem incredibly complex. To the average consumer it may be difficult to decipher the jargon and comprehend financial terms we use everyday. Everyone has at some point lost interest or been intimidated by a huge block of text. Video can be a dynamic solution to the overbearing block...
What is a “Drip Sequence” and Why Do You Need One?
Generating new customers in the financial industry is important to not only staying in business, but growing your business. It is no surprise that many financial advisors spend a considerable amount of time acquiring new leads. However, one major opportunity that is often overlooked is nurturing the leads that didn’t immediately decide to buy, but...
5 Ways to Freshen Up Your Financial Marketing
Is your marketing showing its age? Chances are it’s been a while since you gave your marketing materials a makeover. Just like the financial markets, the marketing world is dynamic, and what worked five years ago might come off as stale today. A misaligned message, an outdated design, an archaic technology—these things can spell trouble...