May the Force Be With You: How to Stand Out From Other Financial Media Resources
In the spirit of Star Wars day, securing regular and recurring “out of this world” media coverage can happen, if you approach each opportunity with a long-term vision. In my mind, if you appear in the media, you are a star. Maybe you’re not invited to a red carpet event after a few appearances, but...
Branding, Marketing, Public Relations
Trump your Marketing in 2016
Love him or hate him, Donald Trump does know how to do one thing very well – and that’s live in people’s minds rent-free. Politics aside, the ability to get people talking about you and remembering your messages is an aspiration for just about any businessperson. And doing it without a “ginormous” advertising budget can...
Cause Related Marketing – Act Locally
The dictionary definition of Cause Related Marketing is a type of marketing involving the cooperative efforts of a for-profit business and a non-profit organization for mutual benefit. Cause Related Marketing can be a good tactic to add to your marketing strategy as it is mutually beneficial to both sides - everyone benefits, the charity gets...
The Who, Why and When of Effective Marketing
Have you ever heard of the one: “Send the right audience, the right message, at the right time.” That’s how you grow your business. So, that sounds easy enough, right? So why aren’t you doing it!? Obviously, it’s not as cut and dry as it sounds. Let’s break this down: The right audience. Chances are...
Radio Marketing for Financial Advisors: Tapping Into Guest Brand Equity (Part 2)
So you have landed an author, community leader or other notable guest for your show—congratulations! This is the perfect opportunity for both of you to gain exposure to a new audience. Here’s how to make the most of this opportunity: Pre-show Request Images & a Short Bio Whether there is a logo, book cover, headshot...
Maximize Advisor Success: 5 Essential Marketing Responsibilities to Delegate
As an independent financial advisor, you’re likely responsible for many different aspects of your business—from sales to operations, to marketing and more. However, one key commonality we see with the most successful advisors and business owners that we work with is their ability to identify and focus all energy on their most essential two to...
Lean and Mean in 2015: 3 Tips for Building a Marketing Plan for Your Financial Practice
Whether you’re just embarking on independence or are a veteran advisor with an established firm, there are three things that remain consistent when building your marketing plan for the year. If you focus on the following three things when planning, and keep these activities on in the forefront throughout the year, you will be on...
Branding, Marketing, Public Relations
Why Choose an Industry-Specific Marketing and PR Firm: The value in working with a firm that knows your business
Marketing plans are in the air. Since the start of the New Year we’ve had a lot of interest from advisors nationwide to help strategize their branding, marketing and PR goals. One common question we hear from advisors is why should they work with us instead of a marketing firm located in their city. Other...
Chasing the Big Fish
It’s January. You have your sights set on a record year for your business. You want to be effective with your marketing dollars and make more revenue while spending less this year. Where do you start? I’ve heard this time and time again – this time of year we get motivated advisors contacting our offices...
On your mark, get set, go! An organized approach to DIY Marketing
An oldie but a goodie – this article ran in an industry magazine in 2009! You can see the original here. On your mark, get set, go… An organized approach to DIY Marketing As a small business owner, you’re responsible for it all. You’re the visionary, the financial officer, sales manager, marketing executive and operations...