The year is almost over. That means it’s time to write your annual marketing plan. (You do have a plan, right? I hope you aren’t spending money without one!) The next few posts are going to show you how to create a plan that gets results—and have fun doing it. Let’s face it. Most of…

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I’ve been writing about Penton’s WealthManagement.com for a few weeks. There’s one final data point you might find interesting.Sixty percent of service providers don’t personalize their marketing to advisors. To refresh your memory, half of these companies employ full-time staff dedicated to delivering marketing support to advisors. Over 70% say that value-added services are “core”…

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Last time, I may have given a few people a heart attack. As I mentioned, according to The Penton’s WealthManagement.com surveys, companies that provide value-added marketing support to advisors are wasting millions of dollars. Because they’re providing elaborate educational platforms and practice management programs that 75% of advisors don’t even use. This week, I want…

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I’ve been talking about the Penton’s WealthManagement.com surveys of advisors and their service providers. If you’re a vendor who provides value-added marketing services to advisors—or if you’re an advisor who uses those services—here’s some data you definitely need to see. Let’s start with questions from the survey of service providers.

Inbound Marketing and Why Advisors Must Pay Attention Last week, the FiComm marketing team traveled to Boston to attend Inbound 2017. This remarkable event brings over 20,000 marketers together from around the globe to inform, inspire, and lead marketing transformation across geographies and sectors. What is most intriguing about Inbound is that for an event…

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This post wraps up my series on content marketing. The last content type I want to talk about are checklists and FAQs. She can’t be serious, you’re probably thinking. Checklists? Of course I’m serious. Too many firms spend their whole design budget on big projects—a website, collateral, white papers, quarterly commentaries. But they don’t take…

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It’s time for more real-world examples of content marketing. In this post, I’m going to talk about infographics. And to be honest, talking about infographics is all most people do. The industry loves the idea of infographics—images that combine the technical data and text that advisors adore with a graphic visual that’s actually fun for…

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I have more real-world content marketing tactics to share with you. Last time, I showed you how videos and animations could build your brand. Now, let’s talk about social media advertising. We’ll start with a few examples. Here are some ads we did for CLSAutopilot, developers of a next-gen self-service client experience solution for clients…

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