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Financial Advisor Marketing

Growth Driven Positioning

The intent of this article is to filter through the noise of lead gen, conversion optimizing, click through rates, likes, shares and all the other buzzwords that convolute the end goal: acquiring clients. The idea of Growth Driven Positioning (GDP) is not new, it's a methodology I've researched based on a variety of time-tested marketing principles that the savviest of Brand Gurus have used to dominate markets and grow their client's firms to new levels for decades. Given the advent of all things digital, one Google search will provide financial advisors with thousands of ways to market their services. While there are fundamental elements to a successful campaign, the core principals of marketing are often overlooked and the predictable result is, well, poor or no results. Here's a dose of honesty: Even marketers struggle with marketing. No different than doctors who struggle with their own health. Or financial advisors who struggle to follow their own investment advice. When it comes to marketing, "The struggle is real", is an understatement. It's not that campaigns aren't well organized or that tools are ineffective. It's often the strategy, or lack thereof, is violating the principles of marketing that do lead to consistent conversions. […]

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The Pipeline Builder - Smart Lead Generation Marketing

With all the technology out there, you would think finding, engaging and converting prospects would be more straightforward. Wrong! Instead, it's more complicated, time-consuming, and if you haven't noticed, there's a race to zero when it comes to fees and commissions. […]

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Forget generational marketing for Lead Generation. It's nonsense!

The simple reason why generational marketing is the wrong way to approach lead generation. The Boomers vs Gen X vs Millennials debate is a waste of time. What matters, regardless of the generation, is that your prospects and clients are human (spoiler alert!) and at varying degrees all humans require personalized interaction. Enter stage right, glorious technology! The caveat is that it has added both complexity and efficiency to the interaction equation. […]

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Which Marketing Strategy Should Your Business Use? (And Digital Tactics to Rethink)

There is an overwhelming amount of digital marketing tactics out there - but how many actually will work for your specific niche? […]

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Ten Valuable Client Strategies to Grow Your Business

 Growing your clientele is all about the experience. In Econsultancy's Digital Marketing Trends for 2017, 22% of companies said the single most exciting opportunity for 2017 was client experience. Client experience was voted higher than even content and mobile marketing. […]

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5 Principals of Affluent Attraction & Retention

High-end retailers and service providers are always seeking ways to attract affluent clients and their reasons are well justified. Servicing the needs of the affluent is a hard-earned privilege earned by a sophisticated mix of quality, artful execution, and relationship enrichment. […]

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Top 3 Ways Businesses Leave Money On The Table

If you've ever felt like attracting clients feels like a bloodbath war akin to the Hunger Games you're not alone. Client attraction continues to remain a resource intensive endeavor for any business to survive in today's competitive market. […]

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