I really hope you’ll sign up for INVINCIBLE: The Most Direct Path to $1 Billion, the all-day advisor growth workshop we’re hosting with FourPointe Consulting and LiveOak Bank on May 9 in San Francisco and May 10 in Portland, OR. If you’d like a sneak preview of some of the themes I’ll be talking about,…

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Remember The Sixth Sense, where (spoiler alert) Bruce Willis goes through the whole movie not realizing he’s dead? Did you ever see The Others, that Nicole Kidman movie where she thinks her house is haunted, (more spoilers) only to find out that she’s actually the ghost? This trope gets used a lot, from Beetlejuice to…

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The best-performing blogs of the year We are solidly into 2018, and with any luck, you’re a little wiser than you were in 2017. Or at least, by now you should have analyzed what went well for your business and what didn’t. As marketers, we’re always in Analysis and Optimization Mode, but the end of…

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For a job that inherently deals with constant change, from fluctuating markets to the unpredictable life events, the role of a financial advisor is one that is often steeped in tradition. Tradition is outdated. As in nearly all other aspects of life, technology has changed the way that clients and potential leads interact with businesses….

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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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“What marketer isn’t technical? Who hasn’t entered a tracking code onto a website, or created last-minute tag attributions?” begins today’s session on Google Analytics (GA). What marketer isn’t technical, indeed. I know I’m guilty of it: using words and concepts that leave clients in the dark. With that in mind, let’s be honest: GA is…

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The FiComm team is back with your daily update from Inbound17, where marketers are discussing the future of marketing. A common theme, though, is the need to talk about the past – as in, what no longer works. SEO is still a thing, but not keyword SEO. Direct mail is making a comeback as individual…

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We continue with our rundown of everything marketing happening at the Inbound 2017 conference. Yesterday, I discussed how to prepare your business for marketing trends. Today, we’re taking it back to some fundamental concepts and how new data is challenging what we once “knew.” What does “inbound” even mean? That’s a good question. Let me…

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Live from Inbound17 If you own a business, you know that you should invest in marketing. That’s how growth happens. But unless you’re a marketer, chances are that the intricacies of different marketing methodologies are not very interesting to you. If I had a penny for every time I’ve seen someone’s eyes glaze over when…

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