Tag Archives: financial services marketing

Marketing Has Changed. Are You Ready?

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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,

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

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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,

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How To Use Content Marketing To Attract Your Best Clients

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Every day we are seeing more financial advisors venturing into the wild world of content marketing. Why? Well, it’s a new, slightly complex, yet proven way to generate new, qualified prospects. So, let’s go over the basics of what you need to know and how to get started. 

1. What is content marketing?  Content marketing is a strategic marketing and business process focused on creating and distributing valuable, relevant, and consistent content. Its purpose is to attract and retain a clearly-defined audience and ultimately drive profitable customer action.

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The 2 Reasons Your Marketing Isn’t Working

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In business, often the reasons for success and failure can be considered very complex. But when you break down marketing successes and failures, there are really just two reasons why a service-based business is not having desired success.

1) You have the wrong strategy; or

2) You have the wrong people implementing the strategy.

More often than not, we are trying to fix the wrong problem.

It seems pretty obvious,

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