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.

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Topics: Marketing

“Handle” with Care: How and When to Change Your Twitter Username

Posted by Sarah Howes

October 17, 2018 at 1:30 PM

Years may have passed since you first established your firm’s Twitter account. But if any major changes have occurred over time—such as a new business name or brand refresh—then your username may need to change, too. How can you update it to better reflect your firm without losing followers? Below, I’ll walk you through two ways to change your Twitter username, as well as some best practices.

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Topics: Marketing

The Importance of Defining Your Target Market

Posted by Clare Graham

October 16, 2018 at 10:00 AM

You connect with clients and prospects all the time, whether it’s to e-mail invitations for events and activities or to share interesting or informative content. But have you considered using what you know about them to send messages more tailored to their interests? Ever think how that might improve the chances they’ll engage with what you send them or even recommend you to a friend? 

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Topics: Marketing

Harness the Power of Intentional Storytelling to Strengthen Your Brand

Posted by Patricia Deschineau

August 15, 2018 at 1:30 PM

In our content-driven, constantly changing world, the oldest form of communication has once again become the most successful way to make connections—and businesses are taking note. The rediscovered art of storytelling has given marketing departments a refurbished tool for strengthening brands and bottom lines.

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Topics: Marketing

All or Nothing: Committing to Consistent Communication with Clients

Posted by Patricia Deschineau

June 6, 2018 at 1:30 PM

Communication is vital to any relationship, and studies have found that many clients who leave their financial advisor do so not because their investments didn’t perform as expected, but because their advisor didn’t communicate enough with them.

When you have timely, consistent communication with clients about information that applies to them, such as tax law changes or breaking market news, you help build your credibility and, in turn, your clients’ trust in you. Sure, they can find similar information through their preferred news outlet, but getting a message directly from you is more personalized and meaningful.

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Topics: Marketing

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