Posts

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…
Introduction to Content Marketing for Financial Advisors
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Introduction to Content Marketing for Financial Advisors

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
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The Road to Local Search Engine Optimization (SEO) Success

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
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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
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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
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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…
Omni-channel is the Key to Optimizing Customer Experiences
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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…
Advisors: Why just having a Website isn’t enough
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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…
7 Things People Hate About Your Advisor Website Part 2
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7 Things People Hate About Your Advisor Website Part 2

From people talking or texting during a movie to lousy drivers – we all have pet peeves that drive us up the wall. Just as pet peeves exist in the “real world”, they are also evident in the digital world too. As a Financial Advisor,…