To truly delight a customer, you’ve got to break convention and create a new experience altogether I drove a Tesla (TSLA) Model X the other day and it exceeded my expectations in ways that I had never anticipated. They changed
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
This video introduces the FinMar Today Vlog where I will be covering a range of financial marketing topics. Send me a note on topics that you would like to see me cover. Here is the TechCruch Link that I reference
Have you set realistic expectations for your firm’s marketing? If not you may be in trouble. All too often, RIA owners, founders, and managers have an unrealistic expectation of the role that marketing should play within their firm. The other
Content is the engine that drives your firm’s entire marketing efforts but yet RIA owners, founders and managers can’t seem to find the time to focus on it. Firms that grow and expand their marketing departments have cracked the content