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Tag: Advertising
Finally! Testimonial Changes on the Horizon for Financial Advisers
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Financial ServicesMarketing

Finally! Testimonial Changes on the Horizon for Financial Advisers

We recap some highlights of the SEC marketing rule update for investment advisers.Modern buyers will frequently reference reviews online when buying goods or services. However, financial advisers have been left out in the cold from this prevalent part of the...
May 6, 2021
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Marketing On a Time Budget Part 2: How to Maximize Productivity
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Marketing

Marketing On a Time Budget Part 2: How to Maximize Productivity

The primary deterrent from marketing is often a lack of time. But, you can market your practice without disrupting your business by following some simple suggestions to improve your reach and keep in better contact with your clients and leads....
June 30, 2020
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Marketing On a Time Budget Part 1: Five Steps for Foolproof Planning
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Marketing

Marketing On a Time Budget Part 1: Five Steps for Foolproof Planning

I know you’re busy. You get 800 emails and calls a day, have a constant tidal wave of paperwork flowing in and out… I get it. You don’t have time to spare to make sure you are driving traffic to...
January 30, 2020
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Social Media Tips for Financial Professionals
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Financial ServicesMarketingSocial Media

Social Media Tips for Financial Professionals

Many advisors are hesitant to use social media. If not for compliance concerns, the lack of time to learn and maintain social accounts while running a practice deters them from using it. Some advisors opt to use automated tools that...
October 19, 2019
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Avoid these 5 Social Media Marketing Mistakes
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MarketingSocial Media

Avoid these 5 Social Media Marketing Mistakes

Social media plays a major role in marketing because it is where masses of people are congregating online, and that is not likely to change any time soon. The first step to making social media marketing successful for your business...
July 12, 2019
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STATS: 2019 Marketing Insights
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Marketing

STATS: 2019 Marketing Insights

We pooled together some relevant statistics that can help guide you in your marketing efforts. Should you be using social media and how? What messaging should you be publishing? How do you build loyalty and leads? . DIGITAL MARKETING ....
May 15, 2019
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STATS: April Marketing Insights
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Marketing

STATS: April Marketing Insights

Here are some interesting marketing statistics you should consider when reviewing your own strategy. . Your initial brand impression and colors are making a big impact with your prospects. According to a study by Emerald Insight, people make up their...
April 27, 2017
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STATS: September Marketing Insights
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MarketingSocial Media

STATS: September Marketing Insights

Here are some interesting marketing statistics you should consider when reviewing your own strategy. . The average person receives 121 EMAILS A DAY. (Source) Yikes. Make sure yours stands out. The AVERAGE EMAIL OPEN RATE for ‘Business and Finance’ companies...
September 2, 2016
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