Advisors

If You Provide Marketing Support to Advisors, You May Want to Sit Down for This
You've spent all this time creating these great educational and marketing materials. But what happens when your customers don't want them?

How to Translate Marketing into a Language Advisors Understand
Advisors may not always get marketing terms, but they understand investment terms very well. That’s why I talk in terms of “passive” and “active” marketing.

The Beginner’s Guide to Targeted Messaging
Personas are a much more complex idea than you may think. It’s not just a “who is your client?” question, but a “why are they your client?” question.

Welcome to 90’s Mr. Banks!
At each conference, I hear the same excuses: “My clients are not on social media,” or “They don't want to get emails from me.” To which I respond, you’re ...

Measuring Success: Speaking Digital with Google Analytics
Let’s be honest: Google Analytics can be a terrifying place. You get really granular marketing analysis, but unless you know what you’re looking for, it can be ...

Getting The Most from Your Email Marketing
Maximize your email marketing with these techniques from FiComm. Learn about the 4 main email techniques marketers use & more. Contact us today for more ...