What the Heck is a Persona?
If you've read an article on marketing strategies, you likely have come across the term "persona." In the simplest terms, creating a persona is the process of identifying who you are trying to communicate with. Who is that target client you are looking to attract? In our latest marketing tip video,…
How Can Email Marketing Help My Practice?
We hear a lot of great feedback and success stories from advisors using our Email Campaigns tool. In our latest Marketing Tip video, we share why so many advisors see success with email marketing and how you can harness the power of email newsletters. We love to share what we've learned from…
What’s Going to Be Big in Marketing in 2016?
Marketing trends come and go, and with the upcoming new year, we're sure to see new strategies popping up. In our latest marketing tip video, we share our predictions on what will be big in the world of marketing for 2016. We love to share what we've learned from the thousands of financial…
What are Infographics and How Can I Use Them?
Infographics are a great way to share information and statistics in a more visual format than an article. Designed to be shareable, infographics are great to use within your marketing to encourage your social media fans to share and engage with your content pieces. In our latest marketing tip…
Mobile Responsive and Mobile Friendly Websites: What’s the Difference?
Often, the terms "mobile friendly" and "mobile responsive" have been used interchangeably but there is a critical difference between the two and how your website is viewed on a mobile device. In our latest marketing tip video, we explain the differences between mobile responsive and mobile friendly…
Should I Use Social Media Advertising to Promote My Firm?
Multiple social media platforms offer advertising capabilities. While social media advertising makes sense for many industries, a lot of advisors wonder if it is effective for the financial services industry. In our latest marketing tip video, we share our thoughts on whether or not you…
What Should I Use for My Facebook Cover Photo?
You’ve built a great looking website and you’ve created your social media profiles. But, what image should you use for your Facebook cover photo? To keep your page looking professional yet friendly, check out our latest marketing tip video to find out our recommendations. We love to…
How Can I Better Promote My Client Events?
Client events are a great way to thank your clients and show how much you care about your relationship with them. If you aren't marketing your events beyond sending out an invite, you may not be getting the results and attendance you'd like. By using email, social media, and other marketing tactics…
Does My Firm Need a LinkedIn Company Page?
Like Facebook, LinkedIn allows you to create a personal page and a page for your business. On Facebook, it's known as a business page, and on LinkedIn, it's a company page. This is where the similarity between the two ends. While a firm should certainly use a Facebook business page, it may…
How Do I Get Great Photography for My Website?
When building a website, a lot of people focus on the design and forget the importance of photography. The right photography can transform a website and elevate its design and your messaging. Watch this marketing tip video to learn how to find great photography for your website and what not to do.……