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What Are Some Differences Between a Strong and Weak Call to Action?

Calls to action are the places on your marketing materials where you ask your reader to take the next step. Whether that is scheduling a meeting, downloading a white paper, or submitting a question, they are your opportunity to drive engagement. So what are some differences between a weak call to…

Content Marketing is Hard! How Can I Produce More Content with Less Effort?

We get it, content marketing is hard! From brainstorming topics to writing a piece to promoting it throughout various channels, content marketing can take a lot of time and energy. And for a financial advisor who might not be a natural content-creator, it can seem a little overwhelming. But what if…

What is Google AMP?

AMP stands for Accelerated Mobile Pages, which is a Google-based project that rewards mobile-responsive sites and displays search results in easy to find boxes on the top of a search result on your phone. Here, Marina and Brandon explain further and also share whether or not financial advisors…

How Much Content is Too Much For Email Marketing?

This week's Marketing Tip answers this question in two ways, both "how much content is too much to send to clients?" and "how much content, or copy, is too much in an email?" First, let's look at the difference between engagement and fatigue. When you establish a good cadence for your emails,…

I’m Struggling to Define my Brand, Help!

Defining your brand is something every company tackles at some point in their growth, and if you are struggling to get started you're not alone! In this week's marketing tip, Brandon and Marina share some tips and work you can do to get started defining your brand. The following two exercises…

How Can I Market a Robo-Advisor Offering?

Robo-advising technologies are becoming more popular than ever, which leaves many advisors asking themselves "how do I market my robo-advisor offering?" This is a really important question because as a financial advisor, you want to position yourself as the preferred option compared to…

How Many Lead Generation Opportunities is “Too Many”?

We often get the question from financial advisors about how many lead generation opportunities is too many on their website. As landing pages, form fills, and content marketing soar, this is a great question. Our VP of Creative, Brandon Brown, and our Content Marketing Specialist, Marina Grindle,…

What Types of Emails Should I Be Sending to Prospects and Clients?

Email marketing consistently ranks as the top marketing strategy in terms of ROI. But effective email marketing needs to be consistent and strategic. For many advisors like yourself, it can be hard determining what type of content you should be sharing on a regular basis with your clients and…

What’s the Difference Between Website Traffic and Conversions?

If you're new to Google Analytics or are just starting to dive into your website's data, you may across two frequently used terms: website traffic and website conversions. These two metrics represent very different things, and it's important to understand how they differ and how your marketing…

Should I Use Medium For Blogging?

Similar to LinkedIn publications, Medium is a popular social platform where anyone can write and share content. Many professionals and thought leaders use Medium to build their audience and gain more followers. But does it make sense for you, as a financial advisor, to spend time on this platform?…

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