Branding, Marketing, Public Relations
Word of Mouth is a Force of Nature
Identifying COIs to force it in your direction We all know referrals are the most impactful way to grow your business. An endorsement from someone you already like and trust goes a long way in getting you to want to take the next steps with the recommended vendor. Whether it’s a car repair, new restaurant or the latest show on Prime Video – if someone…
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Branding, Marketing, Public Relations
Elementality Podcast Guest Alana Kohl: Stand Out From the Advisor Crowd
Alana Kohl for Elements Hosted By: Reese Harper of Dentist Advisors In this week’s episode of Elementality, Reese Harper brings in Alana Kohl, founder, and president of AdvisorPR, to talk about marketing communications for financial advisors. They discuss the key components of good marketing, strategies for differentiating yourself in a “me too” market, and all-too-common advisor mistakes. Alana also outlines her four-step process for pulling the…
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Branding, Marketing
Building Brand Trust in Our “New Normal”
From a global pandemic to seismic movements against social injustices, the vast and numerous headlines of 2020 have sent shockwaves across every aspect of daily life. In the financial industry, these catalysts have expedited many changes that were already in motion, from adopting new technologies to providing more inclusive holistic services that account for all aspects of life. In marketing communications, brand trust has become…
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Branding, Marketing, Public Relations
Your Office Walls Just Got Bigger
Steps to staying relevant while working remotely Your four office walls didn’t get smaller. In fact, they got a lot bigger and now include the vastness of the internet. There is a lot more competition in your new virtual world that is also vying for your ideal client’s attention. To generate exposure and establish your trust and credibility, you need to think bigger. It’s time…
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Branding, Marketing, Public Relations
Creating a Digital Storefront
An Advisor’s Guide to “The New Normal” of Business During COVID-19 It’s the “new normal” they say. “We could see a resurgence in the fall,” some warn. #Stayhomestaysafe or some iteration is everywhere you look. So how is a financial advisor supposed to “advise” amidst a lingering pandemic? While a pandemic in it of itself is mind-boggling to grapple with, and if you are an…
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Marketing, Public Relations
COVID-19 AND YOUR MARKETING COMMUNICATIONS
In this time of unprecedented mass panic surrounding the COVID-19 pandemic, by now, you may consider yourself an expert on how to wash your hands, practice social distancing and other CDC.gov recommended measures. First and foremost, keep in mind these essential crisis communication points from our previous blog to consider the safety of yourself, your staff and your clients, “Crisis Communication When Disaster Strikes.” Once…
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Branding, Marketing
Communicating Change: Planning Essentials to Capitalize on Opportunity
Change is the only constant in life, and the financial industry is certainly no exception. From market volatility, tax code and legislative overhauls, to internal business changes including mergers and acquisitions, partnership developments (or splits!) and similar—top industry leaders are those who embrace and thrive in this environment. How can you prepare for and maximize business opportunities during times of change? Establish and maintain a…
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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 everything runs smoothly and efficiently. Equipment – The day before…
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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. Each of these areas has variables that impact the success…
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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 a successful marketing plan for a financial advisor. Once these…
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