As you may remember, last year I urged you to plant your flag and establish your claim as a fiduciary in the eyes of the investing public. Thanks to the Fifth Circuit, you have another window of opportunity to stake out your claim again. But you have to act now. No one knows who will…
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…
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…
(Note: In this post, I’m speaking directly to all the marketing coordinators, marketing directors and marketing managers ensconced at their lonely posts inside advisor firms. This one’s for you—but it might do some good if your boss reads it, too.) “What have you done for me lately?” If you haven’t heard your boss say that…
This is the second half of a two-part post. In the first, I gave you homework—a few questions to identify what you really need before you hire marketing staff. Now, I’m going to offer a few specific staffing suggestions.
That is the question. You may not need a marketing department at all if your business is cruising along at a good pace and you’re happy with your success. Even if you are trying to grow, you can still choose to outsource rather than hire. The question is, which direction is right for you?
I take a strong personal interest in the role of interns. That’s because my first job in business was a paid internship at a John Hancock Financial Network career agency. I’ve been a huge advocate ever since. That’s why it frustrates me when firms don’t always know how to use interns properly.