Get the latest branding, marketing and public relations insights for your financial organization.

Branding

What do Google, GEICO and Wealthfront have in common?

An outside-the-box approach to company name selection Apparently, it is name changing season. Over the last year, name changes have been one of the more popular services being requested by AdvisorPR. For some, it’s due to a merger of two competing firms coming together as one. For others, it’s a proactive play to go independent...

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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...

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Public Relations

The Picture-Perfect TV Interview

There is something about the TV interview that everyone loves. Maybe it’s the fact that when viewers see you or your brand on the screen, it adds an extra layer of credibility to your message. Perhaps it’s because those interviews can be leveraged to share with your audience either through your company website or social...

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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....

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Marketing

How to Evaluate Your Marketing Efforts

Marketing is often one of the largest investments for an independent financial advisor. Just like the investments in your clients’ portfolios, marketing efforts need to be considered an investment (not an expense.) This means measuring, evaluating and adapting over time to fit the changing environment. In my most recent blog, I shared tips on creating...

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Marketing

How to Create a Marketing Plan for Your Financial Business

I believe there is no shortage of marketing ideas in the financial industry. In fact, I have found that the “shiny idea” syndrome of bouncing between too many inspirations is often a bigger marketing challenge for financial advisors. So, how do you know what marketing efforts make sense for you and your financial brand? Just...

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Branding

3 things that are destroying your brand

What to stop and start right now You don’t see it. And you can’t feel, smell, taste or touch it. But it’s there – lurking on your website. On your social media platforms. In your client letters. Brochures. You may even be delivering some of it yourself. It’s client repellent. It’s out there, and you’re...

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Marketing

Content Marketing: Technology Tools to Become a Better Writer

Increasing search engine rankings, lead generation, conversion rates, client retention, referrals, overall marketing ROI—the list goes on for reasons content marketing has undeniable benefits as part of an inbound marketing strategy. Content marketing gets 3x more leads than paid search according to a study by Kapora and marketers who prioritize blogging are 13x more likely...

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Public Relations

CRISIS COMMUNICATION WHEN DISASTER STRIKES: WHAT AND WHEN TO COMMUNICATE

No one wants to think about it—It will never happen to you, your family or your clients or community. But bad things do happen, and when it’s part of your network, it’s important to know what to communicate, and when. While natural disasters can be prevalent this time of year, unfortunately, there are many man-made...

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Branding

Getting to the CORE of Your Company’s Brand

Substance Sells, Generic Repels Like it or not, your business is a brand. If you engage with other people, you have a “brand image” that’s being portrayed. And yes, even if your firm is small, it still projects a brand, too. If you don’t know what that brand is, you’re likely committing a rookie mistake—don’t...

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