Marketing and Advertising

To create an effective advertising campaign – one that gets you the results you wanted to begin with – there are 5 steps. Many professional services firms miss at least a couple of them, and…

For any marketing message to be effective there are a number of things that one has to get right – but there is a bit of a formula! The first “secret” in effective marketing messages…

Coming up with a winning headline or subject line is the first objective when writing for clients or prospects. Anything else we have to say in the body of the message just doesn’t really matter…

Nobody likes a budget – even financial advisers don’t. But a marketing budget for your business is good budgeting…it’s an investment in growth. Even well established advisory firms usually want growth as they usually want…

I have no doubt that many financial advisers are struggling to understand what happened to their previously successful marketing methods. Marketing for financial advisers was for years – decades perhaps – a simple matter of…

Lead generation advertising is one of those things that every firm considers and is willing to do…but only if they are confident it will work. And every firm has seen too much of it that…

When it comes to advising clients to change course or do something new we should remember the reasons why people buy anything, including “advice”. If we want our advice to be effective (and lead the…

Do you know what business you are in? Are you clear on what you achieve for customers? Does your marketing message reinforce that? Are you marketing what it is you actually DO, rather than what…