Topic: Alana Kohl

Marketing

Using Calendar-based Events in Your Financial Marketing:

From the Holidays to Milestones… Don’t Miss a Timely Opportunity to Be Seen, Heard and Hired 'Tis the end of the year and all through your town people are scrambling to maximize their taxable deductions, among other things. From tax deductions and capital gains strategies to retirement account contributions, required minimum distributions and charitable gifting...

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Public Relations

Frank Maselli & Alana Kohl:

The Power of PR - A Performance Enhancing Activity For advisors who are ready to take their practice to higher levels of sophistication and success, PR can be a goldmine opportunity. It can open doors, elevate your stature to a point where prospects call you and make referrals about 90% easier. What to expect from...

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Branding

Technology and Your Financial Brand

Industry Insights, Key Messages & Considerations Where are you when it comes to technology? Are you an early adopter? Do you embrace cutting-edge innovation in your personal and professional life and use those tools and apps to communicate with clients? Or, do you cling to the old days? Do you tell yourself, “if it ain’t...

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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...

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Marketing

5 Ways to Freshen Up Your Financial Marketing

Is your marketing showing its age? Chances are it’s been a while since you gave your marketing materials a makeover. Just like the financial markets, the marketing world is dynamic, and what worked five years ago might come off as stale today. A misaligned message, an outdated design, an archaic technology—these things can spell trouble...

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Branding

The Three Most Common Branding Questions – Answered!

What is needed to build an effective brand? First, you need to include your brand in everything that comes from your company. This would include your emails, letters, collateral – everything. Consistency in seeing these brand attributes will help to build brand recognition. From there, be very targeted.  An ad in New York Times Square...

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Public Relations

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...

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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...

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Public Relations

The Difference Between Earned Media and Paid for Media: Separating “Public Relations” from Everything Else

So, you want to grow your credibility through public relations initiatives and have your name in esteemed media outlets to leverage in your practice? Great! But, what constitutes as “credibility-building” PR, and what does not? Test your PR knowledge. Here is a quiz to see if you can separate “earned” PR from every thing else!...

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Branding, Marketing

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...

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