Marketing, Public Relations
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 business strictly on hard facts, (like AUM via SEC or…
Read More
Branding, Marketing
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 record highs, and private equity is more interested than ever…
Read More
Branding, Marketing
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 biggest challenge and thus opportunity: How to retain assets under…
Read More
Branding, Marketing
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 the aftershock of the stock market collapse paired with the…
Read More
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 support your brand identity? Do you know how the marketplace…
Read More
Marketing
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 marketing message most prompted each new client to sign up….
Read More
Branding, Marketing
BRANDING STRATEGY: The Devil’s In The Details
A brand is composed of four elements: Essence . . . Attribute . . . Identity . . . and Positioning. Essence is the core or heart. How do people feel emotionally about your brand? Attribute is the dominant trait. What’s the first thing that comes to mind when people see your brand? Identity is the character of your brand. What’s the likeability of your…
Read More
Marketing, Public Relations
Media Placement Highlight Reel: Leverage Your PR Placements Through Video
After accruing a fair amount of media placements, you may be wondering how you can best display your PR successes. While leveraging your placements on your website and social media is a crucial step to ensure you are making the most out of your PR efforts, there is another, more creative way to display your portfolio of placements: a media placement highlight reel. A media…
Read More
Branding, Marketing
Growth Hacker Marketing
Using tech startup strategies to build your financial advisory business We’ve all see the tech industry exposed over the past two decades. Many start as a simple idea and seemingly overnight turn into huge businesses that become part of our everyday routine and vernacular. In many ways, the technology industry redefined marketing—the status quo of brand building by buying expensive ad space died with the…
Read More
Branding, Marketing
HOW TO COMMUNICATE EFFECTIVELY AS A FINANCIAL ADVISOR
The very first step in communicating effectively as a financial advisor is defining YOU: What you do and how you do it that differentiates you from other financial advisors. What is it that makes you stand out from the crowd? If you think your unique value is your ability to understand client needs and objectives, you should know the vast majority – 75% – of…
Read More
