Topic: Advisor Marketing Firm

Branding, Marketing

Quantifying Your Creativity: How to achieve maximum marketing results

Time and time again, new advisor clients will ask me to "quantify" their investment in creative services: "If I spend X, am I guaranteed Y?" While I wish creative services and the costs associated had a direct correlation to specific outcomes and immediate results, the reality is: it's all variable. Creative services -- pending the...

Read More

Branding, Marketing

Maximize Your Marketing

Results. It’s the name of the game. Business has everything to do with results. But in order to achieve measurable results for a business, such as new clients for your financial planning practice, a comprehensive marketing plan must be put in place. Many business owners, regardless of the industry, seem to believe that they can...

Read More

Marketing

Web 2.0 and You: What does user engagement mean to your business?

This article ran in an industry publication in 2008, but the topic is more important than ever! Web 2.0 and You: What does user engagement mean to your business? Did you know that your prospective client has evolved and is now one of the fastest growing populations online? People 55 and older are turning to...

Read More