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Financial Advisors: Using Niche Marketing to Grow your Business

Financial Advisors: Using Niche Marketing to Grow your Business

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As more people obtain their CFP certification, it is becoming increasingly difficult for Advisors to prove their value over competitors. It used to be common for small businesses to market themselves as a “one-stop shop.”   This made…
Winning the “Micro-Moments” in Financial Services Marketing

Winning the “Micro-Moments” in Financial Services Marketing

“The old days of predictable, periodic media sessions have been replaced by numerous short bursts of digital activity throughout the day.” Sridhar Ramaswamy, senior VP of ads and commerce at Google. This, is what Google has recently called…
Advisors: How to Market to your Future Investors

Advisors: Learn to Market to your Future Investors

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Millennials are stereotyped to be lazy, entitled, cynical, and glued to our phones (some would call us the “selfie generation”). Others perceive Millennials to be open-minded, engaged and optimistic. As a Millennial, I see this generation…
Build an Advisor Brand That Makes you Stand Out

Build an Advisor Brand That Makes you Stand Out

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What comes to mind when you think about Coca-Cola? You may be thinking “a popular beverage”. But, when it comes to their brand, it’s more than just a beverage company. Coca-Cola sells happiness, togetherness, and positive emotions. So,…
Financial Advisors: Build a Better Digital You

Financial Advisors: Build a Better Digital You

  As a student looking for work, I was repeatedly asked, “Do you have a LinkedIn account?”, “What do your social media accounts say about you?”, and “What kind of an impression are you making on the digital front?” It has…
Introduction to Content Marketing for Financial Advisors

Introduction to Content Marketing for Financial Advisors

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Marketing has evolved tremendously in the past decade – and more importantly the way we market to people has changed. Today’s consumers make purchasing decisions based on research they do on their own, reading online reviews, and through…
The Road to Local Search Engine Optimization (SEO) Success

The Road to Local Search Engine Optimization (SEO) Success

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On the path to marketing a business, people can lose sight of their local audience. According to a study done by the National Public Radio, localized content had 6 times more Facebook shares than non-localized content. From increasing your website…
Newsletters: The Forgotten Hero of Content Marketing

Newsletters: The Forgotten Hero of Content Marketing

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Newsletters are one of the most cost-effective mediums for building relationships and maintaining contact with your customers and prospects. Despite being one of the most effective marketing tools available, this digital channel is often overlooked…
Takeaways from the Digital Marketing for Financial Services Summit 2016

Takeaways from the Digital Marketing for Financial Services Summit 2016

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I recently attended the Digital Marketing Summit in Toronto and was a panelist on the Power Panel: Surmount Barriers to Transform your Omni-channel into a Customer Centric, High Performance Digital Ecosystem. The conference was very educational…
Advisors: Why whitespace is NOT wasted space

Advisors: Why whitespace is NOT wasted space

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Whitespace is commonly referred to as negative space, the portion of a page that is left unmarked, blank, or the empty space on a page. Whitespace is the fundamental building block of good design. If used correctly, it can transform a design…
Omni-channel is the Key to Optimizing Customer Experiences

Omnichannel is the Key to Optimizing Customer Experiences

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What does Omni-channel mean? Historically, companies were focused on providing customers with the ability to transact in the channel of their choice.  Organizations were organized around channels, and each channel’s department had their…
Advisors: Why just having a Website isn’t enough

Advisors: Why just having a Website isn't enough

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As a Financial Advisor, you’ve taken those first steps to start building an online presence and that’s a great start.  But, with so many other Financial Advisors taking on the digital world, having a website simply just isn’t enough anymore. Think…

Is Digital Transformation in your Organization’s Future?

Is Digital Transformation in your Organization’s Future?

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Digital transformation has become an overused phrase in the workplace. According to Forbes, digital transformation is the use of technologies to radically improve the performance or reach of an enterprise. 78% of respondents across a wide range…
Improving Customer Experience: Mobile, Online Self-Service, Content Targeting

Improving Customer Experience: Mobile, Online Self-Service, Content Targeting

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Did you know that 88% of buyers are willing to pay more for a better customer experience? In fact, it is predicted that by 2020, customer experience will overtake price and product as the key differentiator (Walker). Take a moment to think,…
Financial Advisors: Using Niche Marketing to Grow your Business

Financial Advisors: Using Niche Marketing to Grow your Business

,
As more people obtain their CFP certification, it is becoming increasingly difficult for Advisors to prove their value over competitors. It used to be common for small businesses to market themselves as a “one-stop shop.”   This made…
Winning the “Micro-Moments” in Financial Services Marketing

Winning the “Micro-Moments” in Financial Services Marketing

“The old days of predictable, periodic media sessions have been replaced by numerous short bursts of digital activity throughout the day.” Sridhar Ramaswamy, senior VP of ads and commerce at Google. This, is what Google has recently called…
Build an Advisor Brand That Makes you Stand Out

Build an Advisor Brand That Makes you Stand Out

,
What comes to mind when you think about Coca-Cola? You may be thinking “a popular beverage”. But, when it comes to their brand, it’s more than just a beverage company. Coca-Cola sells happiness, togetherness, and positive emotions. So,…
Newsletters: The Forgotten Hero of Content Marketing

Newsletters: The Forgotten Hero of Content Marketing

,
Newsletters are one of the most cost-effective mediums for building relationships and maintaining contact with your customers and prospects. Despite being one of the most effective marketing tools available, this digital channel is often overlooked…
Takeaways from the Digital Marketing for Financial Services Summit 2016

Takeaways from the Digital Marketing for Financial Services Summit 2016

,
I recently attended the Digital Marketing Summit in Toronto and was a panelist on the Power Panel: Surmount Barriers to Transform your Omni-channel into a Customer Centric, High Performance Digital Ecosystem. The conference was very educational…
Advisors: Why whitespace is NOT wasted space

Advisors: Why whitespace is NOT wasted space

,
Whitespace is commonly referred to as negative space, the portion of a page that is left unmarked, blank, or the empty space on a page. Whitespace is the fundamental building block of good design. If used correctly, it can transform a design…
4 Benefits of a Content Management System (CMS)

4 Benefits of a Content Management System (CMS)

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According to TechTarget, a content management system (SMS) is a system used to manage the content of a website. Using a CMS to power your website could be one of the best investments you make for your website and business. Although, a CMS can…
Omni-channel is the Key to Optimizing Customer Experiences

Omnichannel is the Key to Optimizing Customer Experiences

,
What does Omni-channel mean? Historically, companies were focused on providing customers with the ability to transact in the channel of their choice.  Organizations were organized around channels, and each channel’s department had their…
5 Types of Content to Boost your Advisor Website Traffic

5 Types of Content to Boost your Advisor Website Traffic

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According to Marketo, “Inbound marketing is a strategy that utilizes many forms of pull marketing – content marketing, blogs, events, SEO, social media and more – to create brand awareness and attract new business. Inbound marketing earns…
Advisors: Why just having a Website isn’t enough

Advisors: Why just having a Website isn't enough

,
As a Financial Advisor, you’ve taken those first steps to start building an online presence and that’s a great start.  But, with so many other Financial Advisors taking on the digital world, having a website simply just isn’t enough anymore. Think…