Branding, Marketing, Public Relations
Word of Mouth is a Force of Nature
Identifying COIs to force it in your direction We all know referrals are the most impactful way to grow your business. An endorsement from someone you already like and trust goes a long way in getting you to want to take the next steps with the recommended vendor. Whether it’s a car repair, new restaurant...
Building Brand Trust in Our “New Normal”
From a global pandemic to seismic movements against social injustices, the vast and numerous headlines of 2020 have sent shockwaves across every aspect of daily life. In the financial industry, these catalysts have expedited many changes that were already in motion, from adopting new technologies to providing more inclusive holistic services that account for all...
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...
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...
Branding, Marketing, Public Relations
Invest in my brand?… What’s the point?
Clients. That’s the point. Bigger, better, more qualified, more eager to get started now, A+ types of clients. Branding is the bridge that takes you from a transactional salesperson always looking for the next person to buy your products, to a pursued, trusted financial consultant who brings value and purpose to a clients’ financial plan...
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...
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...
What is Your Value Prop, Really? How to Stand Apart in a Sea of Competition
Recently, I had an advisor question “brand-building,” and if there is really any value in this since every advisor “does the same thing.” My first thought to this – if you don’t think you do anything of value, your prospective clients never will either. If you want to be a successful business owner and top...
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...