FinMar Today

In this episode, we discuss the role of mission, vision and values.  We also discuss some strategies that you can use to develop your unique value proposition that is centered around who you are, what you believe in order to connect with others who believe what you believe. 

The explosion of social media has left a lot of individuals and firms scratching their heads trying to figure out how to make it work for them.  Listen in as Craig Hall and Amber Sullivan share important insights on how to look at social media in a responsible way to promote and grow your business.   In this episode, Craig and Amber talk a little about the differences between organic social and paid social and how each of them may be used to support your growth goals.

On this week’s Marketing Wiz podcast, we discuss how lead value, KPIs, marketing activity, and metrics should work in tandem to support your firm's growth. This is an important topic, as it's easy to get overwhelmed by the sheer number of data points, trends, and measurements available to marketers in the digital age. How can your firm cut through the noise to find a path forward? Tune in to get our take.

Tax day. What does it mean for your firm's marketing? On this episode, we share some of the experiences we've had working with financial firms who have used tax-related messaging to engage clients and prospects.

Craig Hall and Logan Burgess discuss how marketers can provide impactful messaging to a diverse and polarized prospect field.

Craig Hall and Logan Burgess sit down for a 15-minute discussion on how financial firms are leveraging the inbound methodology as part of their firm's marketing activities.

Do you embrace the experimentation mindset or does it scare you to death?  Today we are talking about the importance of the experimentation mindset and how it can help to expand your marketing and ultimately grow your firm. The reality is most firms should be investing more than they do in marketing if they want to remain competitive and grow over the coming years.  Our research shows that firms should be spending a minimum of 1.8% of revenue and that high growth firms are spending a lot more than that.  This is a big number and you should not try to get there in one fiscal year.  The growth in your marketing budget should be tied to your firm’s 3 to 5 year strategic plan for growth and the only way you are going to feel comfortable expanding your investments in marketing is by identifying winning solutions and eliminating the losing ones.  The only way to do that is by getting started, tracking results, remaining agile and adapting to changing market demands.  In short by experimenting.  

In this episode we talk about some old school advertising topics like top of mind awareness and frequency and how your firm could be missing massive opportunities by failing to effectively stay in front of prospects using modern day advertising channels.  When the market corrects and we all know its coming, will prospects think of your firm when they are considering a change?

Join Craig Hall and Logan Burgess as they discuss content delivery strategies being used by top RIA and IBD firms to engage the next generation of investment clients. Dive deep into the opportunities which exist, “the number before the number”, and where technologies sit on the technology adoption life cycle.

In this episode, we discuss the difference between content creation and curation. Most importantly - how can financial firms leverage curation to optimize their content marketing strategy.

In this episode, we introduce the role a strategy that independent wealth management firms can leverage to get started with keyword advertising on Google Adwords.

In this episode, we talk about how to use Yext to get your firm started with basic Search Marketing.

This episode on FinMar Today addresses the topic of Keyword Search for RIAs.  By looking at a strategy that focuses on localization and personalization, I believe independent wealth management brands can compete.

This episode of FinMar Today addresses the topic of first click vs last click attribution to our marketing dollars.  In this episode, I talk about the danger of trying to attribute every individual marketing activity to associated new assets.  This type of thinking causes us to have fragmented marketing campaigns with a lot of starts and stops making it difficult to get your firm’s marketing off the ground.

This video introduces the FinMar Today Vlog. Send me a note on topics that you would like to see me cover. Here is the TechCruch Link that I reference in this piece:  http://ow.ly/JDnn309MOWA