Get the latest branding, marketing and public relations insights for your financial organization.
Tell The Right Story At The Right Time
Sometimes you can judge a book by its cover Have you ever been to an airport waiting for a flight only to find yourself perusing a bookstore to pick up the next title you just might read? Of the hundreds of titles to choose from -what makes one book stand out over the other? You might...
How to Win Awards for Your Financial Firm
40 under 40, Top Financial Advisory Firm, Fastest Growing RIA, Best Place to Work—you’ve seen the lists. Perhaps even your competition is on them. Want to know how you can win awards and accolades for your financial business? 3 Ways to Help You Win Awards: There are two kinds of professional awards: Those that rank your...
Slam-Dunk Public Relations: What Basketball Can Teach Us About PR
With March Madness quickly approaching, many of us basketball fans (myself included) are gearing up for one of the most exciting sporting events of the year. There’s just something about filling out those brackets, anticipating upsets and waiting to see which of your predictions will be right, that makes you want to play hooky from...
When it’s time to sell… How to maximize your brand equity
You’ve climbed the mountain. Reached the top. The pinnacle of your life’s work is under you. And now it’s time to cash in. Other than the obvious strong financials, what else is going to help you sell your financial planning business for top dollar? According to industry publications, valuations for financial planning firms are reaching...
When it’s time to buy…How to maximize your acquisition
Getting the most out of what you bought You’re in growth mode. You’re unstoppable. You’re part of the growing trend in the financial services industry of acquiring smaller RIAs to build your “mega-RIA.” And you’ve only just begun… If you’re in the business to buy businesses, you probably have this acquisition thing down. But if...
Today’s Biggest Opportunities in the Financial Services Industry (PART 2)
Creating a Marketing Plan for Retaining Gen-Xers and Millennial Clients During ‘The Great Wealth Transfer’ In my previous blog, I shared two of what I consider to be the biggest opportunities for the financial industry in 2019, including committing to mastering your craft and preparing for sales, mergers and acquisitions. The third area creating the...
Today’s Biggest Opportunities in the Financial Services Industry
Reflections and Marketing Forecast for 2019 and Beyond With the New Year comes a time of reflection for most Americans, and for me personally hits a milestone of 10 years of working in the financial industry. What has changed since the markets bottomed out a decade ago? A Look Back In January of 2009, with...
Branding, Marketing, Public Relations
Up Your Marketing: From “Me, Too” to “A Cut Above”
Step One: Doing A Complete Brand Evaluation Start with the big picture. That means taking a microscopic as well as a 30,000-foot look at how your audience and prospects view you. What is your real corporate identity? How is it any different from any other advisor? What are your core messages that feed into and...
Maximize Your Media Success in 2019
Creating a Public Relations Plan for Your Financial Firm A new year, a new beginning. As you create your business plan for 2019, now is also a great time to proactively plan your public relations strategy. For many financial professionals, this can often go overlooked, leaving them scrambling later in the year as they realize...
It’s The New Year – Time to Reassess Your Sales and Marketing!
Research What’s Working and What’s Not Use the beginning of the new year to dig into your sales and marketing data to find out what works and what doesn’t. Examine the number of prospects touched during the previous year; the number of follow-up’s required to close each new account; and what specific sales activity or...