Radio Marketing for Financial Advisors: Tapping Into Guest Brand Equity (Part 2)
So you have landed an author, community leader or other notable guest for your show—congratulations! This is the perfect opportunity for both of you to gain exposure to a new audience. Here’s how to make the most of this opportunity: Pre-show Request Images & a Short Bio Whether there is a logo, book cover, headshot...
Radio Marketing for Financial Advisors: Leveraging Your Show to Grow your Audience, Influence & Book of Business (Part 1)
As radio continues to be a popular marketing funnel for financial advisors, it can be easy to get swept up in the production and lose sight of the end goal: financial clients! Let’s take a look at how to integrate this traditional medium with the newer marketing channels and technologies available today to maximize your...
Maximize Advisor Success: 5 Essential Marketing Responsibilities to Delegate
As an independent financial advisor, you’re likely responsible for many different aspects of your business—from sales to operations, to marketing and more. However, one key commonality we see with the most successful advisors and business owners that we work with is their ability to identify and focus all energy on their most essential two to...
10 Years and counting… Looking back at the changing landscape of Financial PR
As of January 28th, it’s been 10 years since I first started AdvisorPR. I set out with aspirations to position professionals in the financial services industry and give advisors doing right by their clients a more prominent voice in their community. Our firm has always specialized in the financial services industry and placed an emphasis...
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...
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...
Chasing the Big Fish
It’s January. You have your sights set on a record year for your business. You want to be effective with your marketing dollars and make more revenue while spending less this year. Where do you start? I’ve heard this time and time again – this time of year we get motivated advisors contacting our offices...
On your mark, get set, go! An organized approach to DIY Marketing
An oldie but a goodie – this article ran in an industry magazine in 2009! You can see the original here. On your mark, get set, go… An organized approach to DIY Marketing As a small business owner, you’re responsible for it all. You’re the visionary, the financial officer, sales manager, marketing executive and operations...
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...