The World We Live In: How Yelp, YouTube and other platforms can land you in hot water

Marketing 101 will teach you that third-party validation is one of the strongest trust-builders available as you seek to grow your customer/client base. This is true for every industry. Small businesses will often rely on testimonials and endorsements from satisfied customers. In fact, small business turn to social media platforms every day to help them …

Direct Mail Marketing & Undeliverable Rates: What to Expect

There’s nothing more frustrating than wasted marketing dollars. It’s one thing if the message isn’t effective. It’s another thing if it reaches the wrong audience. It’s an entirely different issue if it never even makes it to anybody at all. I’m referring to the dreaded undeliverable mail. Last year alone, our firm sent out more …

Five Steps Top Advisors Take When Evaluating New Technology

The following blog post is from an article I recently had published on WealthManagement.com. One size does not fit all. In our world of increasing automation, having the right tools can streamline your practice, increase productivity and enhance the services you provide your clients. However, investing in new technology can be a big decision. With …

Video marketing: The 21st century version of judging a book by its cover

The following blog post was an article I recently had published in InvestmentNews. Videos can provide key details about a financial adviser in an easy–to–consume format that many potential clients prefer We are hardwired to judge a book by its cover, despite what our parents may have taught us. When it comes to attracting new …

Independent Marketing Review: RecommendedExperts.biz

The independent marketing program reviews are designed to provide an overview of a financial marketing program that is available in the marketplace. Over the course of a year, I bet I receive 50+ inquiries from financial advisors asking me my thoughts about certain programs available. Your inbox is littered with these offers every single day. …

Failing the Marketing Sniff Test: the Clint Arthur “Experience”

It took the Wall Street Journal and Barron’s a while to showcase this “epic fail,” but there’s an important lesson from this story for all financial advisors to learn. The story/sales pitch goes a little something like this: “Hey Mr./Ms Advisor, you need to build credibility and trustworthiness. I have an opportunity for you to …

DOL Fiduciary Rule Enforcement: How Massachusetts May Have Provided the Spark for a Massive Fire

On Thursday, February 15th, the state of Massachusetts charged Scottrade with dishonest and unethical conduct and a failure to supervise. This is believed to be the first known enforcement action under the Department of Labor’s fiduciary rule. Where this will end up, nobody knows, but it could be the spark that triggers a fire within …