Marketing Ideas I’ve Learned From My Clients
As a marketing consultant, it is my job to provide financial advisors with different ideas they can implement as part of their marketing plan. One of my favorite parts of Read more…
10 Makeover Tips for Your Newsletter
Newsletters have become a marketing staple for most financial planning and investment advisory firms. While a newsletter may not seem as exciting and effective as other marketing strategies, advisers consistently express the value that both print and electronic newsletters bring to their practices. These advisers find that newsletters provide them an easy way to communicate with clients, follow up with prospects and stay top of mind with centers of influence (COIs).
5 Ways to Shape Up Your Marketing in 2011
The holidays are behind us and, if you are like most people, thoughts of shaping up your personal and professional life are on the forefront of your mind. January is Read more…
Top 10 Posts of 2010
For my last post of 2010, I thought I would wrap up the year by naming the top 10 most popular articles from my blog this year. This year included Read more…
Three Ways to Tweak Your Marketing for Better Results
Marketing is an art in that it can continuously be tweaked to produce better results more efficiently. Even the best marketers can improve upon their existing successful campaigns and marketing Read more…
The Silver Bullet of Marketing
When I speak with advisors about marketing, one of the first questions I get is, “What is working these days?” This always amuses me, because there are so many different Read more…
Five Things to Look for When Hiring a Marketing Coordinator
When a firm begins to initiate marketing activities, the first question is, “who is going to do all this work?” Usually the responsibility is split between the advisor and an Read more…
Follow Up: The Most Neglected Marketing Principle
I recently read the book “Conquer the Chaos: How to Grow a Successful Small Business without Going Crazy” by Clate Mask and Scott Martineau. In one of the final chapters, Read more…
Four New Ways to Beef Up Your LinkedIn Profile
If you have logged into LinkedIn in the last couple of weeks, you may have noticed some new changes. The professional networking site has recently added new sections to individual Read more…
20 Ideas to Market Your Business this Holiday Season
We are now in the second half of October, and while you might not be ready to think about the holidays quite yet, they will be here before you know Read more…