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Creative marketer and results-oriented business consultant with over a decade of experience delivering exceptional insights for financial professionals enabling them to create a consistent marketing presence so they can focus on the things that matter most to them.
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Writing holds enormous potential for financial advisors. The key is to create a continuous stream of valuable information for their clients, prospects and anyone else that may land on the post.
How can you transition the use of your content marketing to drive traffic, establish yourself as an expert and ultimately grow your business? That’s exactly what I’ll tackle in this article, highlighting three main steps: finding your voice, creating a routine and managing and monitoring your results.read more
Content is the foundation on which online marketing is based. Whether it is a social media post or a blog article, it reaches out to people and positions you and your brand as an industry expert.
According to a study by KISSmetrics, 96% of website visitors are just researching and don’t want to be contacted or begin a relationship. Website visitors come to learn, not to be “salesmanned.” They seek value, not an advertising message.read more
Almost all financial advisors know the importance of client satisfaction. It’s a way of gauging what they are doing right and where they could use improvement when it comes to managing their firm. Most of them, however, have not thought about tracking other important data such as performance and marketing metrics.
Tracking this type of information can give a clearer picture of how a firm is doing not only with their business, but also with their marketing efforts.read more