Getting Personal

Two people taking notes with laptops in front of them

When you talk to clients, they want to know that you are actually talking to them personally. They don’t want to be part of a blanket email campaign that’s not taking their daily lives into account.

Be a Video Star

Video is undoubtedly one of the most powerful marketing tools. In fact, research from HubSpot shows that 54% of consumers want to see more video content from the brands and businesses they support.

3 Must-Follow Copywriting Rules

A pile of books on a desk.

By following a few copywriting golden rules, you can write an effective message while still saving yourself time. Read on to learn more about these five rules and how you can use them to improve your client communications.

5 Tips For Client Communication During Times Of Volatility

image of underwater with several bubbles

Frequent communication is one of the most important ways you can establish trust with your clients. In fact, according to a recent McKinsey & Co. survey on global wealth and asset management, clients’ satisfaction with their financial advisor is directly correlated with the frequency of the advisor’s communications.

5 Tips For Getting Noticed In Searches

Magnifying glass over a laptop keyboard

How do you get noticed more in search engines? It’s a popular subject but also a daunting one. To help advisors increase organic traffic to their websites, I’d like to share five of my favorite tips for raising their profile through searches, otherwise known as search engine optimization or SEO.

Get The Most Out Of Video

clapboard in the foreground of a desert

If you’re going to take on a new marketing venture this year, why not make it video? You might be worried that it’s too challenging, and it can indeed be intimidating to start. But with the right steps, you can build a successful video marketing strategy for your business.

Is Your Website Ready For 2022?

It’s arguable that your website is your most valuable brand asset. It gives you valuable marketing real estate to vie for clients’ attention. On a client’s laptop, your home page gets the same screen space as that of any financial giant.

Making LinkedIn Work For You

A LinkedIn app page on a phone.

For advisors seeking clients among business owners and corporate executives, as well as firms looking to grow through mergers and acquisitions or seeking new recruits, LinkedIn offers several ad options at different costs.

5 Common Digital Marketing Mistakes

laptop with 404 image

Marketing is an ever-changing subject for advisors. For many of them, the biggest challenge is simply keeping up. To help, I’ve compiled a list of five common digital marketing mistakes and offered suggestions for how to address them without a lot of effort.

Personal Information Form

Personal Information Form

[contact-form-7 id="13275" title="Contact form 1"]