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...
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...
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 A misaligned message, an outdated design, an archaic technology—these things can spell trouble...
Branding, Marketing, Public Relations
Trick or Treat: Face Your Fears of New Marketing
Scared of trying something new? Here are three ideas of “newer” marketing strategies that many advisors have not yet fully embraced Consider Creating Your Own Podcast Podcasts are by no means new but they are surging in popularity. Many advisors host their own radio shows, but few have considered adding podcasts to their overall 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...
Charity Begins At Home
You want to give back and start raising money for a charity. It is something that you have wanted to do for some time. So, what is the first step? Finding a charity that you want to support. Easy right? Not always. Picking a charity that is right for you can take some effort. Unfortunately,...
The “Swiss Cheese” Press Release: How to Act Quickly When News Breaks Part 2
Congratulations! You’ve created a “Swiss Cheese” press release and are one step closer to being a go-to resource for the media when news breaks. So what’s next? The following are some additional tips to help you distribute the release when the time comes. Identify your key media contacts. In order to move as quickly as...
The “Swiss Cheese” Press Release: How to Act Quickly When News Breaks Part 1
When breaking news hits, you often times don’t have the time to develop an entire press release and if you do, you risk missing out on a lot of great media opportunities. TV outlets especially move quickly when news breaks. For example, when the Brexit news was announced and the market took a dive, several...
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...
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...