One of the challenges of financial advisor marketing is developing effective messaging that stays within the bounds of federal regulations governing advertising content.One such regulation limiting the use of testimonials in financial advisor advertising represents a significant handicap, because testimonials are used to build trust, and trustworthiness is the most important consideration in choosing a financial advisor.Trust also plays a role in where people go for information when … [Read more...] about Online Reviews a Big Opportunity for Financial Advisors
Don’t Start a New Website Without Doing This
If you're designing a new website, or undertaking any marketing initiative, for that matter, taking the time to ask one simple question may mean the difference between success and failure.The question...in question?Why? As in, "why do you want a new website?" or "why is that feature important to you?"Three-year-olds can't stop asking 'why?' because their instincts tell them that the more they ask, the more they know; and the more they know, the more they'll be able to accomplish. And … [Read more...] about Don’t Start a New Website Without Doing This
What Financial Advisors Need to Know About Online Marketing
tl;dr: this a LONG post - here are the key points for the time-crunched:Skip the bundled services:product companies (FMG Suite, Advisor Websites) are bad at delivering services, and services companies (agencies, consultants) are bad at making products there's an inherent conflict of interest when the services team works for the product vendor an independent digital marketing expert who knows the industry can add value to your online marketing investment by helping to select the … [Read more...] about What Financial Advisors Need to Know About Online Marketing
Cutting Through the Data Smog with Google Data Studio
One of the inherent challenges of digital marketing is presenting performance data in a way that's easy for stakeholders, regardless of their background, to understand without having to spend hours building manual reports; and there's no shortage of applications trying to solve the problem. I've tried Cyfe and Klipfolio, as well as the custom reporting features built in to Google Analytics, MOZ and HubSpot, but I have yet to find something with the flexibility required to become a go-to … [Read more...] about Cutting Through the Data Smog with Google Data Studio
Professional Services Marketing: Necessary Roughness
Well hello there! It's been a long while since I've posted. Let's see...coming up on two months!I really need to spend more time on marketing the agency (of which blogging is a part).The cobbler's children are, indeed, shoeless - or more directly, we - along with most other professional services firms - suck at marketing ourselves.It isn't for lack of desire or inspiration - I mean, what's better than having yourself as a client? I think of things I'd like to do to build our brand … [Read more...] about Professional Services Marketing: Necessary Roughness
