How Can I Get More Out of My Business Partnerships?
What do CPAs, attorneys, financial advisors, and insurance agents have in common? They could easily be working with the same clients and helping each other gain new business. Much of the work these professionals do intersects - estate planning and wills, tax planning and retirement, the list goes…
How Can Case Studies Help Me Close More Business?
Recently in the marketing world, there's been a lot of chatter surrounding case studies. A case study is a process or record of research that follows the development of a person or situation over a period of time, or an instance of something used to illustrate a principle. In financial services,…
How Do I Craft a Great Email Subject Line?
It doesn't matter how good your email content is. If you don't have an enticing subject line, no one will open your email. In our marketing tip video, we share a few essential tips for writing subject lines that encourage your contacts to open and engage with your emails. After watching our video,…
I’m Not Getting a Response from My Email Campaigns. What Am I Doing Wrong?
Due to so many technology updates, email has become one of the most powerful marketing platforms...if you know how to harness those powers. Email marketing requires an ever-evolving strategy, but once you find the secret sauce, you can generate new leads every month. In our marketing tip video, we…
What is Tribal Marketing?
Marketing guru Seth Godin created the idea of tribes within marketing - people who share the same interests. Tribal marketing refers to targeting a tribe that is your ideal client base and marketing directly to them. The question is, how does this apply to financial advisors and insurance agents,…
No One’s Interacting with My Social Media. Help!
It’s happened to all of us. We work hard to maintain a social media presence but we haven’t yet reaped any rewards. Why isn’t anyone commenting on, responding to, or sharing your posts? In our latest marketing tip, we share the number one reason why no one is interacting with your…
I’m Ready to Blog. How Do I Get Started?
There's no denying the power of blogging for small businesses. 69% of businesses say that their blogs give them the most lead generation, and 60% of businesses who blog acquire more customers. For a financial advisor or insurance agent who has never blogged before, getting started can seem…
Do I Really Need a Niche?
A niche is defined as "a specialized but profitable corner of the market." Many marketing experts and gurus agree that a niche is essential for successful marketing. With so many financial advisors and insurance professionals, how else do you stand out from the competition? In our latest marketing…
How Do I Get Started Branding My Business?
In our last marketing tip video, we talked about what it means to brand your business and why it's so important. Your brand helps define your business' unique elements, make you more memorable, and help you target and attract your ideal client base. In our latest marketing tip video, we're tackling…
What Does it Mean to Brand My Business?
Branding. We've all heard the term in marketing articles, but what exactly does it mean? According to Business Dictionary, branding is "the process involved in creating a unique name and image for a product in the consumers' mind, mainly through marketing campaigns with a consistent theme. Branding…