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.

“So, let me ask you this, ‘What persona are you speaking to with your marketing efforts?’” There’s a dead silence on the other end of the line, before, “Well, my clients have an average of $500,000 in investable assets and are rapidly approaching retirement.” When marketers talk about personas, it’s a much more complex idea…

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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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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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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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