Topic: Courtney Browning

Branding, Marketing

Why do the colors on my marketing materials always look different? Understanding color codes

Every industry has its own language full of acronyms and jargon. Just as an IRA, IAR and RIA seem similar enough but have drastically different meanings for financial professionals, color modes in the design and marketing world contain similar complexities. While you may think your brand colors are blue and gold—it is not always as...

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Branding, Marketing

4 Fundamentals of Effective Financial Marketing

How can I improve marketing results for my financial practice? As the financial industry has continued to evolve toward a comprehensive, financial planning service model over the past decade, many of the advisors we speak with have developed a systematic process to review a new client’s holistic financial picture as a critical first step. The...

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Branding, Marketing, Public Relations

Marketing Essentials for a Financial Advisor: Professional Headshots

Above all, financial services is a relationship business, and photography is a critical tool for introducing and depicting your team to create an instant and lasting impression. These images will be what prospects store in their memories and associate with your name when they see your email in their inbox or your name on their...

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Marketing, Public Relations

Writing Checklist: How to Craft the Perfect Financial Bio

If you have ever stared at a blank page struggling to write your own biography, you know what a challenge it can be to effectively communicate all the compelling reasons a future prospect should want to work with you. It is almost like a first date or answering the notorious hiring interview question: “Tell me...

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Marketing

9 Advertising Must-Haves for Financial Professionals

On the heels of the Super Bowl, it is an annual tradition to discuss and analyze the ads that played during the big game. While there may not be multi-million dollar national TV ads in your future, as a financial professional there are advertising fundamentals that are important to communicate effectively and leave a lasting...

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Marketing

Financial Marketing Tips & Tools for 2018

As 2017 draws to a close, many of our clients are making plans this holiday season to relax, recharge and refocus on their marketing goals and resolutions for the new year. The top of many lists includes an emphasis on digital marketing in 2018. Whether that means: Expanding your website to become more engaging and...

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Marketing

The Advisor’s Guide to Blogging

Welcome to a blog about blogs! With Halloween just around the corner, this is the perfect opportunity to face your marketing fears and identify a “new” medium and make it your own. For many advisors, content marketing may be at the top of the list. Let’s start with a quick look at just a few...

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Branding, Marketing

Should I Buy This Ad? The Financial Advisor’s Guide to Advertising

As a local business owner, you have likely encountered a number of advertising opportunities from your local radio, newspaper or similar media outlets to promote your financial firm in your market. They are often laced with urgent deadlines and special incentives to sweeten the deal. The question is: should you or shouldn’t you? How do...

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Marketing

Diversify Your Marketing Mix: Understanding Owned, Paid & Earned Content

Just like investing in the stock market, a strong diversity in your marketing mix is essential for consistent long-term growth of your business. As the financial plans you will recommend vary based on each client’s unique needs, a financial professional’s marketing mix will also vary based on region, market niche, budget and growth objectives. When...

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