Posts

4 Steps for Marketing in the Digital World
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4 Steps for Marketing in the Digital World

This article was written by Guidevine's Head of Advisor Success, Khalid Usmani, and can be found here.  Marketing is the cornerstone of growth for any business, and as the adage goes, one has to spend money to make money. But advisors…
Is Digital Transformation in your Organization’s Future?
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Is Digital Transformation in your Organization’s Future?

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

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
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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“The old days of predictable, periodic media sessions have been replaced by numerous short bursts of digital activity throughout the day.”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
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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,…
Financial Advisors: Build a Better Digital You
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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…