Get the latest branding, marketing and public relations insights for your financial organization.
3 Tips to Focus your Financial Marketing Priorities
Over the past decade of working closely with financial advisors, there is a common personality trait I have witnessed in many of the industry leaders. This attribute is what the Kolbe Assessment may call a “quick start,” the entrepreneurial spirit that drives advisors to start and build successful businesses. This can also lead to a...
Is There Something I Should Know?
Empower Your PR Firm With the Inside Scoop The other day I heard an old song from Duran Duran called, “Is There Something I Should Know?” There is a part of the chorus goes, “Please, please tell me now” that repeats a few times. I couldn’t help but think that it could be the perfect...
You’ve Heard of Fake News… What About Fake PR?
What’s at stake when you attempt to misrepresent yourself and your accomplishments—your credibility. I’m guessing you’re familiar with the term “fake news” by now. We see it everywhere we look these days and it appears in many forms—from the satire of Saturday Night Light and the hoaxes of Bigfoot sightings to poorly reported journalism and...
Email Marketing 101
An Introduction to Email Marketing for Professionals in the Financial Sector Email marketing is one of the most cost-effective ways to stay top-of-mind of potential clients, nurture current clients and deliver great customer service. Much like the federal government regulates advisors, markers are also subject to regulation. The biggest email marketing regulation is the FTC...
How To Deliver The Right Content, To The Right People, At The Right Time
Recently I attended a workshop in Chicago for the American Marketing Association in which marketing buzzwords including “marketing funnel,” “buyer personas” and “content marketing” continued to be a hot commodity. While these concepts in themselves span decades if not centuries, these tools can help breathe new life and provide critical structure to marketing for your...
Can I use that Song in my Marketing Videos?
A Beginner's Guide to Music Rights for Financial Professionals. The power of video marketing has grown significantly and many advisors are trading in long-winded written content for powerful, eye-catching and engaging videos. Adding video components to your marketing strategy can help increase your conversion rate, boost engagement and leave a lasting impression with a client...
Branding, Marketing, Public Relations
From Advisor to Author:
Your Book is More than a Client Handout - Cliff Notes to Book Publishing & Promotion for Financial Professionals There’s a growing trend in the financial services industry of accomplished advisors becoming book authors. It is the pinnacle of credibility and a calling card to prospects who needed that added assurance that you are the...
Avoiding the Paper Cuts of Book Marketing:
Digital Marketing Strategies for Financial Professionals Writing a book is one of the greatest ways to showcase your expertise in the financial industry. Digital marketing is also one of the best ways to promote your work. Digital marketing can be started with a click of the mouse; so many people don’t start planning until too...
I Want to be in Print
The Evolution of Financial PR Oh the good old days, when it was easier to understand exactly where to find the news. It was fairly straightforward, the paper was delivered in the morning to your doorstep or you picked it up on the way to or home from work. There was also radio and TV...
Leveraging Your Podcast
Financial Podcasting Part 3 Once you develop your strategy and start recording your podcasts it’s time to build your audience and distribute your podcast. Use these guidelines to determine some simple ways to get more out of each podcast. Write it out. Although one of the benefits of podcasting is that you don’t have to...