Category Archives: Uncategorized

5 Reasons Culture Matters in Advisory Firms

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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.

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Define Your Prospect’s Journey with Distinct Touchpoints

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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.

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A 7 Point Checklist for Improving Your Marketing in 2021

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Throughout the second half of 2020, Red Zone Marketing conducted four comprehensive surveys of thousands of financial professionals to see how they are conducting marketing given the constraints of social distancing and other effects of the pandemic.

We learned the top marketing strategies that are actually generating new business, uncovered the exact resources, how to’s and specific strategies. The result is a checklist you can use to evaluate your proficiency and potential areas you may want to upgrade in order to increase new business in 2021.

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What is the Message that Your Marketing Sends?

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When a business is conducting marketing activity – asking for referrals, posting on social media, running a webinar, sending out an email campaign, advertising, etc. – do you ever consider why they are doing it? What is the message they are sending?

  • Desperate for new business
  • Salesy and trying to take advantage of others
  • Services are needed and they are sharing value and information that will help others 
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