Pros and Cons of an Outsourced Chief Marketing Expert for Financial and Legal Firms
In this article we provide answers to your questions such as: Should you have someone in-house, or should you outsource the role of a marketing for your firm? Do you need a marketing strategist, a CMO, a brand strategist, or something in between? What exactly do you need, and should this person be in-house or external? What to look for in a CMO?
Social Media for Investment Advisors and Wealth Managers
Financial Advisor Marketing and Branding Solutions
Investors are Feeling a Case of the Ostrich Effect...why that's bad for business
10 U.S Based Billionaires You’ve Never Heard of!
There are over 1,035 billionaires in North America alone, accounting for 31% of the Global Billionaire Population. Who are they, and how can you get in front of more of them? This article talks about the billionaire community, as well as lists 10 billionaires most of us have not heard about. Getting a billionaire as a client can be a career-maker, so become a student of this niche sooner than later!
Why Competence Isn’t Enough to Set Yourself Apart in the Finance Industry
Why you need a Certificate in Wealth Management Marketing
Marketing advice for any advisors thinking of going independent
Thinking of going independent or opening up your own wealth management firm? Make sure you review all the branding and marketing activities you’re going to need to do on an ongoing basis to replace what your large institution was doing on your behalf. We have included in this article a few key solutions.
Branding for Financial Advisors and Financial Firms
Sure, Organic Means Healthy, But it Also Means Smart Marketing
The Ultra High Net Worth Opportunity Has Never Been Greater for Those Serving Them
10 Synonyms for the Term Financial Advisor
Tired of calling yourself a “Financial Advisor?” Feel the title has a bad rap? Here are 10 synonyms to truly showcase what you do. This is just one way of rebranding a financial wealth management firm. But branding a wealth management firm goes way beyond that. It includes everything from taglines to colors, logos to website look and feel. It includes renaming your firm, social media content, and ways
Job Titles Financial Industry
My interview with Jeff Conception, Founder and CEO of Stratos Wealth Partners, on Advisor Marketing Playbook
The man who purchased a $70MM Laguna Beach property in 2021
3 Key Marketing Strategies for More Systematic Client Referrals
New SEC Marketing and Advertising Rules with Brian Hamburger of MarketCounsel
Five Marketing Best Practices for Accountants
In this article, we discuss the top marketing and sales best practices for CPA’s to differentiate their practice. This article helps you answer the following questions: “Besides providing excellent tax advice, how are you different than my existing CPA (who also provides excellent tax advice and preparation)? Or better yet, how are you different than my online tax preparer?”
The Capgemini 2021 UHNW World Wealth Report - Our Analysis and Recommendations!
In this article, we have written our key takeaways from the 2021 World Wealth Report, created by Capgemini, and distilled action items that financial advisors, wealth managers, family offices and other ultra high net worth service providers can take to advance their market share with this niche segment.