Complete Guide to Creating a Marketing Calendar for Advisors
You don’t have to wait for the beginning of the year, or even the month, to start creating a marketing calendar. Any time is a great time to get your marketing efforts organized. But financial advisors are not usually also professional marketing experts, so marketing is not always second nature. As…
Top 5 Must-Have Digital Marketing Tools for Financial Advisors
From market demographics to digital technology, how prospects and clients engage with your brand has changed — and their expectations are clear. People want to work with financial advisors who are in tune with today's technology. They want to work with a professional who meets them at their level.…
Using a Marketing Wheel to Create a Marketing Plan
Marketing is all about storytelling, and digital marketing is all about digital storytelling. Building marketing campaigns, executing marketing tactics, and creating an overall plan contribute to creating a story. The best stories (just like the best marketing plans) are well-thought-out and focus…
The Evolution of Storytelling
From campfires to glowing screens, humankind has always been searching for the next big story to tell using the day’s best technology. Though it is millennia later, these principles are still the key to successful digital marketing and brand growth. In the beginning, stories were mostly about…
Blueprint For Relationship Marketing In A Digital Age
A Guide for Financial Professionals Relationship marketing may seem like just another industry buzzword. But how you handle relationships with existing clients determines whether you can rely solely on referrals to drive new business. Relationship marketing has been an effective marketing strategy…
Guide to Online Advertising
How to plan, launch, and track ads on social media and search engines If you want to reach new leads and grow your business, merely posting to your social media accounts and having a website is always enough. Instead, it is paid digital advertising that holds the most promise for the advisor…
The Complete Guide to Podcasting for Advisors
Podcasting has enjoyed a meteoric rise. Over the last three years, the total podcast audience has grown 34%. The new format took some time to make its way into the zeitgeist, but now a full 75% of Americans know what podcasts are and 55% have listened to at least one episode. Incorporating a…
Top 5 Marketing Ideas for Financial Professionals
If you’re looking to grow your financial services business, it’s important to start with marketing fundamentals that will set you up for success. Digital marketing tools will help keep your firm’s brand relevant, reach new leads, and stay connected with current clients. Here are five of the best…
3 Ways to Improve Your Brand’s Character
Branding is the heart of marketing. More than just a logo and website colors, branding is the way that a company interacts with the world. In a recent podcast, we spoke with Steve Morris, Founder, and President of Matter Consulting. Over his 25 year career, Steven has become an expert on how…
How Financial Professionals Can Plan for Crisis Recovery
It’s impossible to know exactly how long the COVID-19 crisis will last. With businesses all over the world in quarantine, for many, the financial future is a big question mark. While it is important to focus on what you can do to help your family and community right now, it is also important to…