Like everything else in our world, marketing in the financial services industry is anything but static: It is constantly evolving and those who want to be successful in this space must understand how the consumer they are trying to reach is different today than they were even two or three [...]
Are you looking for a way to get new leads, re-engage your current database and break away from your competitors? Maybe you’ve thought about writing a book, but you don’t have the time or the desire to write the entire thing, design a book cover, get it published, and distribute [...]
Simplicity Lone Beacon works with some of the most successful financial advisories and institutions in America and when they come to us they want some level of digital transformation...with equal parts of optimism and frustration. They don't know where to begin and it's something totally new that both they and [...]
Many companies take a macro view of Google Analytics: They may look at how many people visit their website, and maybe even how long they are staying on a particular page. While this type of information means something, most companies are not collecting and analyzing enough data points to best [...]
Financial professionals are so caught up in investment strategies and overall planning that they often forget about the similarities to marketing, mainly how diversification is a necessary component to establish a healthy and profitable marketing portfolio. Here are some of the ways you can grow your firm’s marketing portfolio in [...]
What if you had people asking you to become your client rather than feeling the need to convince them? A clear brand differentiator can accomplish that. It's futile trying to be all things to all people, because when you try to reach everyone, you reach no one. Check out John Capuano's [...]
If you’re a financial institution and have an in-house marking department...are you counting on that department to propel your brand and generate revenue? Even the world's biggest brands rely on outside firms to help them compete for share so they can spend time on their own core business. Check out [...]
You need a great website! More people will visit your website than will ever step foot in your office. Your website is your virtual storefront, and it should also be your largest source of lead generation. Nearly EVERY prospect that you meet with will visit your site before they commit [...]
Nothing is more of a meritocracy than comedy—the audience will tell you whether you’re successful instantly. So why not take some advice from the biggest name in comedy? This article originally appeared on WealthManagement.com
We watched out our window as nearly 20,000 runners competed in the Boston Marathon! They share with us a great lesson in life and business: Setting an ambitious goal and having the WILL and DISCIPLINE to achieve it! Are you a competitor or a spectator?
