Using E-Mail Marketing Campaigns to Your Advantage

Posted by Sarah Howes

November 14, 2018 at 1:30 PM

According to a Venture Beat Insight study, for every $1 you invest in e-mail, you can get $38 back. It’s why using e-mail marketing campaigns remains one of the best marketing practices, especially for service-based firms. Building your brand and client relationships is imperative to your business, and sending out regular, meaningful e-mails plays a big role in that. For almost a decade, e-mail has produced the highest return on investment for marketers, so if you haven’t already, it’s time to put this tool to good use.

Read More

Topics: Marketing

Make It Meaningful: The Dos and Don’ts of Giving Gifts to Clients

Posted by Kristine McManus

November 13, 2018 at 10:00 AM

There’s an old song that describes the end-of-year holidays as the most wonderful time of the year. The people in it are laughing and singing, enjoying dinners and friends, and relaxing by the fire. Somehow, they’ve completed their to-do lists so they can enjoy the season of giving stress free. It sure doesn’t sound like me—or anyone I know, for that matter. But maybe this year will be different.

Read More

Topics: Practice Management

The Business Continuity Plan—Are You Ready?

Posted by Keith Crowley

November 7, 2018 at 1:30 PM

On January 13, 2018, at 8:07 A.M., residents and visitors in Hawaii picked up their beeping and vibrating cell phones to an ominous text message: a ballistic missile was heading right for them and they should seek immediate shelter. It would be 38 minutes before emergency personnel notified island inhabitants that the alert was sent in error.

The Hawaii Emergency Management Agency identified numerous breakdowns that cultivated the environment in which a wayward alert could occur. Because of a poorly drawn-up business continuity plan, there was no “false alert” code that could be sent in the case of an erroneous message. Agency administrators never prepared for such a situation.

Read More

Topics: Compliance

Don’t Wait! 5 Essential Website Updates to Make Before Year-End

Posted by Isabelle Baggetta

November 6, 2018 at 10:00 AM

Between holidays, client events, and all those loose ends to tie up, the end of the year can be a whirlwind. As supervisor of the team that manages Commonwealth’s website-building program, EasySite, I often see an increase in the number of advisors making changes to their firm’s website during this time. But updating your site doesn’t have to be a year-end chore. By regularly reviewing key aspects of your site, you can keep it looking fresh all year without too much effort.

Read More

Topics: Technology

Offering Freedom of Choice: The Value of Hybrid Advice

Posted by Patrick Sarne

October 31, 2018 at 1:30 PM

As the landscape of our financial industry evolves, we’re seeing an emerging trend that involves a deeper collaboration between clients and their financial advisors. This hybrid advice model can be defined as the combination of two components: a do-it-yourself attitude and professional guidance. It includes offering freedom of choice, which gives clients options that can be tailored to their specific needs, therefore granting them a higher level of service and satisfaction.

Read More

Topics: Pricing Your Business

New Call-to-action
5 Ways to Affiliate
The Independent Market Observer, Brad McMillan

Follow Us