Grow your firm’s marketing to engage clients and prospects
Do You Have a Love Affair with Your Firm?
Great marketing is built upon an obsessive, perhaps irrational passion for the mission of the business or brand Last month, my family and I spent a week in the Thousand Islands in a house we rented on Round Island just
Is Your Focus on AUM Ruining Your Marketing?
We get so focused on AUM that we become blind to what it takes to achieve our growth objectives The average firm saw 9.2% annual growth between 2011 and 2015, with 75% coming from client referrals [RIA Benchmark Report, Schwab
Don’t Trash Your Ideas Too Quickly
Some ideas just suck. There’s no way around it. But how do we decide whether to dig up an idea and throw it out as bad, or give it time to blossom? Last fall a group of deer ate all
What We Can Learn from Tesla’s Innovation Mindset
To truly delight a customer, you’ve got to break convention and create a new experience altogether I drove a Tesla (TSLA) Model X the other day and it exceeded my expectations in ways that I had never anticipated. They changed
Can RIAs Compete in Search Marketing?
This episode on FinMar Today addresses the topic of Keyword Search for RIAs. By looking at a strategy that focuses on localization and personalization, I believe independent wealth management brands can compete.
The Dangers of the First Click vs Last Click Attribution Mindset
This episode of FinMar Today addresses the topic of first click vs last click attribution to our marketing dollars. In this episode, I talk about the danger of trying to attribute every individual marketing activity to associated new assets. This
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