Branding, Marketing, Public Relations
Is Your Marketing a Trick or Treat?
How to make sure your promotion dollars are getting a return Often, small business owners allocate a total gross percentage of their revenue to their “marketing” budget. I often hear anywhere between 10 to 30 percent that’s “invested” back into promotional activities with the goal of attracting more prospects, generating more referrals and closing more business. But when asking the follow-up questions “What’s your…
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Marketing
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 common challenge: the shiny idea. Whether the idea stems from…
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Branding, Marketing
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 CAN-SPAM Act. There are multiple requirements to be aware of…
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Marketing
Financial Marketing in 2017
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…
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Branding, Marketing
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 or prospect. Whether you choose to add a video to…
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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 expert you claim to be! Often an advisor’s plan consists…
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Marketing, Public Relations
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 late and miss out on maximizing their impact. To get…
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Marketing
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 spend a lot of time at your keyboard, having some…
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Marketing
Implementing Your First Podcast
Financial Podcasting Part 2 Podcasting can offer great benefits to financial professionals—when planned correctly. If you have just started thinking about podcasting, consider reading Podcasting Part 1 to learn more about strategizing for your podcast. If you already have your audience, theme, goals and equipment established, it’s time to start your first podcast. Decide who you are. You need to determine your podcast and host…
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Marketing
Podcasting Strategy
Financial Podcasting Part 1 Podcasting can be an efficient way to share your unique story. Podcasts are also a great alternative for individuals who have great ideas, but think they have ‘a face for radio’ or are not avid writers. Podcasting offers great benefits when planned correctly. Before you press record for the first time, review these guidelines to ensure your podcast starts on the…
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