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…

Lead Generation for Financial Advisors: 11 Field-Tested Strategies

While the recent pandemic has shaken the economy and changed the way we connect, it has also increased the need for financial advice — and the way consumers find it. According to ThinkAdvisor: “During the first six months of the coronavirus in the U.S., the relative frequency of user searches for…

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

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…

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…

Checklist for Leaving a Wirehouse

Becoming a breakaway advisor is an exciting and stressful time. We know you’re moving a mile a minute as you work to repaper and set up your new business. In order to successfully transition from a wirehouse to an independent practice, you need a plan in place. To make things a little easier during…

How Advisors Use Multi-Channel Marketing

These days, it takes a lot more to reach prospects and clients than just a single email. Savvy marketers and financial advisors use multiple channels to ensure their message reaches their target audience and inspires them to take action.  One study even found that customers that receive outreach…