Category Archives: Marketing

What is a Marketing Funnel and Why is it Important?

Share Button

Before the dawn of the internet age, marketing looked a lot different. The first time a potential client heard about your company or brand was because you were already reaching out to them.

This approach was called outbound marketing, in which you had to reach out to the contact in order to begin the prospecting process. Many times this involved a phone call. And it could be argued that outbound marketing is why caller ID was invented,

Continue Reading

3 Pro Tips for Balancing Messaging & Visuals in Your Marketing

Share Button

The best messaging in the world can’t shine through a shoddy or outdated website. But the sharpest-looking website also won’t convert visitors into clients if the messaging isn’t on target for your ideal client profile. You have to strike the right balance between presenting long- and short-form content alongside engaging visuals.

9 Financial Advisor Time Management Tips to Boost Productivity

Share Button

Do you feel like your business controls you (instead of you controlling the business)?

Do you reach the end of every week and still have far more left on your to-do list than you’d like?

If you answered “yes” to either of these questions, then you’re not alone. These are common problems for financial advisors at all stages of their careers. 

Meetings run over their scheduled times,

Continue Reading

6 Ways to Make The Most of In-Person Conferences This Summer

Share Button

Attending a conference can be one of the greatest things you can do for your advisory firm. Not only do you get the “low-down” on industry trends, but can gain some new skills, make some new connections, and even find some solutions to your ongoing business problems. 

It wasn’t too long ago we were writing a guide on How to Get the Most From a Virtual Conference because the pandemic—in its many forms—was still rearing its ugly head and keeping us all socially distanced.

Continue Reading

How Advisors Should Use their NIL to Build a Personal Brand

Share Button

I work with student-athletes looking to cash in on their name, image, and likeness (NIL). And I also work with advisors and have found there are important similarities In how they achieve marketing greatness.

NIL is your personal brand. Recent legislation allows student-athletes to profit from their brand. But successful financial advisors have been profiting from their personal brand since their careers began.

A personal brand is the foundation of your digital persona and should fuel and shape your marketing efforts.

Continue Reading