The Difference Between Branding and Marketing

One question I find myself answering often is the difference between Branding and Marketing. It’s an important education process towards having the right marketing mindset, the right strategy and an appreciation for how important branding is to Marketing ROI.

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Website Security for Financial Advisors

There’s nothing sexy about website security. It isn’t fun, nothing about it makes you more interesting to your clients, and you aren’t likely to be published in any trade journals for doing it right.

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Client Appreciation Train Wrecks

Last week, I received a LinkedIn notification that a connection had shared a popular tweet about a financial giant launching a “Client Appreciation” video while attending a financial industry conference – #fintech. I thought to myself, interesting, I wonder how this major financial player chose to use this opportunity to show their appreciation.

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Financial Advisor Website Makeover VIDEO

My article, “10 Reasons Your Financial Advisor Website Needs a Makeover” was well read on KirkLowe.com and on my LinkedIn profile. I followed up that article with FIVE solution driven articles tackling all TEN reasons – as inspired by Michael Schwartz’s challenge for me to offer more value in my original article.

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Non-Responsive Advisor Website – Google Downgraded

Responsive website design is an increasingly common technique used to create a better browsing experience no matter what device a viewer uses. Responsive websites are easier to read and navigate while minimizing the amount of resizing, panning and scrolling required by users.

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Advisor Branding Tips: 30 Ways To Be Different

Most financial advisors and firms aspire to be seen as different and/or better than their peers. While we don’t often see unique approaches to marketing in this industry, done well it can have a powerful impact on successfully marketing your financial practice.

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Advisor Marketing: 6 Marketing Event Truisms

Running prospecting events to grow your advisory practice can be a bit of a double-edged sword. On the one hand, they can be a powerful addition to any client acquisition strategy. On the other hand they have the potential of sinking your marketing budget.

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19 Advisor Marketing Tactics to Expand Your Practice

It’s essential to have a solid solid and, as much as possible, a unique expression of who you are and what you do better (or differently) than others in your area of expertise. A good brand sets the tone, helps you get noticed for the right reasons…

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9 Tips To Selecting The Best Financial Marketing Firm

In our world of silver bullets and quick fixes it’s easy to get caught in headlights of empty promises. There are plenty of self proclaimed “experts” in almost all areas of marketing, and they are all clamoring for a piece of your marketing budget.

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10 Advisor Website Makeover Tips (5/5)

PART 5 OF 5 This is the final post on advisor (financial) websites makeover tips series. In this post we’ll outline the challenges and solutions for our advisor website makeover series: Mobile Readiness and Creativity. Fee free to click back to previous articles... read more

10 Advisor Website Makeover Tips (4/5)

A successful financial website can fulfill a simple role such as impressing people that were referred to you and motivating them to take next step. Even if that was its only role and your website did that well, you’d have a high return on your investment. If you’re not receiving as many referrals as you’d like, a really good website will help.

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10 Advisor Website Makeover Tips (3/5)

One important role for many financial advisor websites is user engagement. This is the equivalent of a call-to-action but its purpose should not be limited to the ubiquitous “call us” or worse, a static contact-us link with the expectation that this will actually generate results.

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10 Advisor Website Makeover Tips (2/5)

Very few financial advisors we’ve worked with come in prepared to discuss the goal or role of their advisor website in detail. A website can be and should be a key driver for your financial business. This might include things like prospecting objectives, client communication or brand awareness.

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10 Advisor Website Makeover Tips (Part 1)

Many websites have a lack of focus in their design and message. They jump from one idea to the next or one service to the horn-of-plenty with a solution for everyone. It’s as if they forget whom they are talking to. Your site (both the design and the content) and its message need to be highly relevant to the audience you want to attract.

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