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
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 in this piece: http://ow.ly/JDnn309MOWA
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 day I was looking at strategies to expand my activities to save and invest for
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 marketing code. Almost 20 years later, my grade in Psychology 101 is still a sore
How should you measure your firm’s marketing activities? All too often we look at what other more established or bigger firms are doing and get frustrated when we compare our efforts to theirs. Recently my 8-year-old daughter began competitive swimming. It is a joy to watch her win a heat in the events she is
How do you get your marketing programs off the ground? Where should you be spending your time and resources? What is going to work and what is not going to work? I was on the way back from a business trip a couple months ago and I was reading an article in WealthManagement.com on the