Get the latest branding, marketing and public relations insights for your financial organization.
No Such Thing As Bad Publicity? Think Again
HOW TO HANDLE A TOUGH SITUATION You may know the old saying “There is no such thing as bad publicity.” Well, maybe at some point in time this was true, but it definitely is not true today. With the pace information travels through the internet and social media, bad news travels fast and very wide....
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...
Branding, Marketing, Public Relations
Trick or Treat: Face Your Fears of New Marketing
Scared of trying something new? Here are three ideas of “newer” marketing strategies that many advisors have not yet fully embraced Consider Creating Your Own Podcast Podcasts are by no means new but they are surging in popularity. Many advisors host their own radio shows, but few have considered adding podcasts to their overall marketing...
5 Tips for Leveraging Web Videos
Web videos can be extremely beneficial to your marketing campaign. In today's world, there are many people who would prefer to watch a video than read text. The best way to reach the most people is by incorporating both into your website and social media pages. Creating videos is not enough, though. You must also...