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 A misaligned message, an outdated design, an archaic technology—these things can spell trouble...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