Twist, fold, pivot, overcome. No, we aren’t hosting a yoga class, we’re talking about the changes we have all been forced to make to our event offerings in the wake of the pandemic.
From the way events are held to the way they are attended, the entire event industry looks radically different than it did even just eighteen months ago.
In order to connect with clients and prospects alike, financial advisors offering courses or in-person events were forced to turn to an all-virtual model.
Congratulations! You’ve gotten your financial advisor marketing machine up and running. You’re posting consistently on social media, sending out regular emails, publishing new content to your site, getting published on other sites, running ads for your landing page, and even sponsoring a local event next month. You’re off to the races. Or are you?
Marketing can be exciting, but your investments aren’t free. So how do you know if what you’re doing even matters?
What if you were told the most important part of your sales pitch presentation wasn’t actually making the sale? What if, in fact, it had nothing to do with the sale at all?
Before you prepare your rebuttal, hear me out.
Making the sale should not be the focus of your sales pitch presentation, but a by-product of a job well done. Whether you’re trying to land that new client, raise capital,
By Christine Golden, Chief Marketing Officer, SigniFi Advisor Group
Building a positive company culture is good for business, but it’s arguably more important in industries that thrive on the referral of happy clients – like financial services. ‘Culture’ isn’t just a warm and fuzzy buzzword, however. It’s a set of behavioral and procedural norms that govern a business, and here are five reasons it should matter to your advisory firm.
I saw an interesting video ad in my social media feed last night. The video showed and tracked with a red line just where a website visitor’s mouse traveled as they navigated a particular webpage. Let’s just suffice it to say, the final image looked like the mad scribbles of a kindergartener who got ahold of one too many juice boxes at the lunch table.
Of course, the point of this video ad was to illustrate that you need to have a strategy and flow to your webpages to improve the user experience and lead them where you want them to go—to conversion.
By using this form you agree with this site's privacy policy.
