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 Tradition is outdated.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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As I mentioned last time, most advisors start their annual marketing planning meeting by reviewing their progress against the firm’s business plan. I can’t think of a worse place to start. Never Mix Business (Plans) With Pleasure Obviously, you need to benchmark yourself. Figure out if you’re hitting your targets. Understand whether you’re spending your…

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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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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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The FiComm team enjoyed some southern comfort in Nashville last week at Insider’s Forum 2017, which kicked off with Founder, Honkytonk Bob “Tex” Veres, serenading the crowd at the Omni with his soulful take on the “Fiduciary Blues.” Light-hearted humor aside, the week was both thought-provoking and empathetic about the uneasy state of the industry…

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PR and sports have a lot in common.  In sports, you get out what you put in.  But despite countless hours of practice, studying your opponent, working out, doing everything right – there are no guarantees.  You can prepare for a game, a match or a meet absolutely perfectly, only to step off of the…

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