Topic: marketing

Blog

Email Marketing Automation: Systematize Your Financial Business

Email Marketing Automation (EMA) refers to a variety of tools and mechanism that help to automate ongoing conversations and the seamless delivery of content to your clients and prospects. EMA is traditionally used for a welcome or nurture sequence, which can include tailored messages specifically to your list’s interests. EMA has become a prevalent and...

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Celebrating 13 Years: 5 Lessons Learned and Tips to Fast Track Your Own Company’s Success

AdvisorPR’s anniversary is quickly approaching. It'll be 13 on January 31. As I reflect back on my business over the past 13 years, and of course on the heels of New Years and new goals for 2018, it dawned on me—if I had known then what I know now, how different the journey might have...

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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...

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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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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 A misaligned message, an outdated design, an archaic technology—these things can spell trouble...

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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,...

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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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Cause Related Marketing – Act Locally

The dictionary definition of Cause Related Marketing is a type of marketing involving the cooperative efforts of a for-profit business and a non-profit organization for mutual benefit. Cause Related Marketing can be a good tactic to add to your marketing strategy as it is mutually beneficial to both sides - everyone benefits, the charity gets...

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Maximize Advisor Success: 5 Essential Marketing Responsibilities to Delegate

As an independent financial advisor, you’re likely responsible for many different aspects of your business—from sales to operations, to marketing and more. However, one key commonality we see with the most successful advisors and business owners that we work with is their ability to identify and focus all energy on their most essential two to...

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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...

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