Crafting Your Brand Story in 7 Simple Steps

Posted by Patricia Deschineau

October 1, 2019 at 11:00 AM

How to compete in an endlessly changing advisory marketplace? We all know that effective branding is both the key and an ongoing challenge. To stand out from the crowd, advisors must find a way to distinguish their brand communications and truly connect with their audience. A book I read recently, Building a StoryBrand by Donald Miller, will help you do exactly this.

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Topics: Marketing

Tweet About It: Building Your Brand Through Twitter

Posted by Sarah Howes

September 4, 2019 at 1:30 PM

According to a new Putnam Investments survey, 83 percent of financial advisors use social media for business purposes. LinkedIn remains the network of choice, but an increasing number of advisors are turning to Twitter, and for good reason—a study by Pew Research found that 22 percent of U.S. adults use Twitter, and of those users, 42 percent access it daily. So, with your business goals in mind, let’s explore some strategies for building your brand through Twitter, including how to mix types of content, build authority, and use Twitter Analytics.

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Topics: Marketing

Be the Change: Adopting Agile Marketing Principles at Your Firm

Posted by Demi Sperazza

September 3, 2019 at 10:00 AM

Are you tired of feeling rushed and distracted at the office? Are you done with working for an entire day only to realize (again) that you didn’t complete the tasks you had planned to? We were, too.

Here in Commonwealth’s Marketing department, we do amazing work every day. But recently, we realized there may be ways we could produce higher-quality work faster and with less frustration, if only we made the necessary strategic changes. So, several months ago, we embarked on our journey to become Agile—capital A.

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Topics: Marketing

Prospecting for High-Net-Worth Clients

Posted by Brian Glazer, ChFC®

August 7, 2019 at 1:30 PM

High-net-worth investors (HNWIs) typically have liquid financial assets (e.g., cash on hand or an asset that can be readily converted to cash) of between $1 million and $5 million. And ultra-HNWIs have more than $25 million in liquid assets. These groups are highly desirable clients, especially if your firm is in growth mode. Acquiring an HNWI or ultra-HNWI could put you well down the path to reaching your goals for the year. But how do you go about prospecting for high-net-worth clients?

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Topics: Marketing

Telling Your Story: How to Write a Professional Biography

Posted by Patricia Deschineau

June 12, 2019 at 1:30 PM

Whether prospective clients are referred to you or are conducting their own search for financial advisors in their area, the first place they’ll go to learn more about your firm is your website. And where’s the first place they’ll look on your website to learn more about you? Your biography! So, what does that mean for you? Without a shred of a doubt, you need an informative, well-crafted, engaging bio that wins over prospects and motivates them to explore the rest of your website—and, ultimately, get in touch with you.

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Topics: Marketing

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