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...
Top 5 Mistakes Financial Advisors Make In Social Media:
HOW TO AVOID THEM TO CREATE A SAVVY SOCIAL MEDIA PRESENCE In today’s world, we know that if you do not have a presence on social media and Google, then you really don’t exist. People are moving away from checking the yellow pages and instead turning to Siri or to “Google It.” So how do...
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...