Tag Archives: financial advisor marketing

The Next Frontier: Text Messaging for Advisors

Share Button

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

When it comes to marketing for business growth, advisors want the same thing: the silver bullet.

They ask, “What’s working right now? Should I be making videos? Start a podcast? Run webinars?”

“What is it???”

They don’t like my answer because it’s, “Yes, yes, yes, and…(insert list of other digital advisor marketing best practices here).”

You’ll never catch me claiming there’s a silver bullet in marketing,

Continue Reading

How Advisors Are Operating in This Era of Uncertainty – September Data Results

Share Button

Red Zone Marketing conducted research from Sept 15-21, sponsored by Incapital, to find out how financial professionals are adapting and changing in response to crisis conditions. This is the third time we have conducted this survey (May, June & September 2020) and it continues to produce interesting insights as financial professionals navigate the landscape of their operations.

Key Findings

The research uncovered the marketing strategies today that are actually producing new clients.

Continue Reading

Sharing Video May Be the Tipping Point for Prospect Conversion

Share Button

Are you using video in your business? Video connects and gives viewers an inside look into your firm, insight, knowledge and personality. But did you know that there is a significantly higher chance that your clients and prospects will watch your video content than there is of them responding to your emails, letters, proposals, or even reading information on your websites and blogs?

A website with a video is 53 times more likely to come up on the first page result on Google than the exact same page without video?

Continue Reading

Marketing Has Changed. Are You Ready?

Share Button

I believe the face of marketing has changed. And I’m not talking about “marketing in a crisis.” I’m talking about the fact that our ability to market our businesses and services may have changed forever (or at least for a long time).

I recently did a video/webinar presentation on Marketing in the Age of Social Distancing (the webinar replay recording is here). When I began researching for the presentation,

Continue Reading

The Seven Service Standards To Turn Your Service From Good To Great

Share Button

Great service reflects not only on ourselves, but on the business we work at, the industry we work in, and the reputation that is formed through our delivery. 

Zappos recently sent me 2 left shoes (practical only if they also sent me 2 right shoes). The manner in which they handled my situation was inspiring and one of the big reasons I believe they have been so successful. They apologized, shipped new shoes,

Continue Reading