The Five Cs of Social Media Marketing
I was recently invited to give a presentation on Social Media Marketing to a group of Marketing Executives. Through my research and preparation for the talk, I learned from an Ipsos
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Systems & Processes
Social Media: Simple, But Not Easy
How can entrepreneurs in the financial services industry leverage social media effectively to contribute to their business? According to Scott Plaskett, CEO of Ironshield Financial, the attitude towards social media
Coping with Marketing Disruptions
Whenever a business implements a marketing strategy, it is always taking a risk. No initiative is guaranteed to perform well, regardless of the amount of market research and time that
The Importance of Clarity in Financial Services
Do your clients have a complete and crystal clear understanding of their insurance policy? Given the way financial language has evolved, it's hard to fault clients for being in the
Content Marketing 101: Video is Your Friend
Marketing has gone through a sea change over the past couple decades. And if your strategy hasn't transitioned as well, you're probably noticing the repercussions: Your pool of prospects has dried
Easing the Concerns of Potential New Clients
Millions of individuals eventually reach an age where they understand the critical need for advice and guidance when it comes to managing their money - assets, estate and financial plans.
Why Online Communities Provide “Soft Power” Marketing
Working in any industry, you'll have clients that expect to have fairly direct access to your client-facing employees. Yet, it's unlikely all of your employees will have the chance to
Leverage Technology: Always Be Connecting
In the last few years there has been an emergence of a vast number of players in the field of marketing technology. Although it is becoming harder to identify where
Manage Your Brand With An Exceptional Client Experience?
How much time do you devote exclusively to brand management? Whose job is it to ensure your entire company is effectively delivering a consistent brand image? In a recent Forbes article, contributor
Thought Leadership through Webinars
Webinar BoomStartup businesses typically enter the market with no reputation or credibility to stand on. As a result, entrepreneurs must establish themselves and their company as a legitimate brand and
Why Client Relationship Management Suffers Without an Emotional Connection
Client relationship management by and large depends on your ability to create an exceptional client experience. From answering the phone to handling a client's stock portfolio, companies have an increasing
Overcoming Marketing Challenges With Online Tactics Part Four: Email Distribution
The variety of marketing channels has opened many doors for entrepreneurs looking to engage clients as readily as larger competitors. To reach a wide pool of clients without breaking budgets,
How Client Complaints Serve Your Client Relationship Management Strategy
We have all seen a customer complaint play out in front of us at a store or restaurant and can empathize with one party or the other. All employees and
Overcoming Marketing Challenges With Online Tactics Part Three: Video Content
Marketing strategies for multichannel businesses have evolved greatly over the past few years. Long gone are the days of standard ads and banners ruling marketing campaigns. Today, social media channels and
Overcoming Marketing Challenges With Online Tactics Part Two: Content Marketing
Entrepreneurs function on a daily basis with tight resources and limited manpower. To make the best out of every situation, entrepreneurs must be resourceful, creative and on the cutting edge
Use Email to Give More Depth to Your Brand
Do you have a database of your clients' contact information? Does it include not only mailing addresses and phone numbers, but email addresses? Email has been around for nearly two decades,
Why Do Great Marketing Plans Fail
Looking to revamp your marketing plan? Great idea! Your marketing plan should be dynamic and consistently revisited to measure the outcomes of your various marketing efforts. To make sure you get
Best Ways to Show Client Appreciation
Entrepreneurs realize their companies won't succeed if their top clients take their business elsewhere. Therefore, management teams need to keep their most important partners engaged and ensure they are pleased with
Increase Sales Team Performance to Better Serve Clients
Clients have high expectations, and if entrepreneurs don't deliver an engaging client experience, clients aren't likely to return. This makes it essential for management teams to train salespeople on how
Should a Business Owner Let a Client Go?
When they're just starting out, entrepreneurs want all the clients they can get - obtaining more connections means more assured revenue streams, gives a company the chance to build its
Email Marketing Making a Comeback
For years, email marketing has been the go-to way for entrepreneurs to connect with their current clients and reach new prospects. Email gave business owners a cost effective and quick
Define Your Business’ Role in its Industry
As a business builder, it is not enough to decide who is your ideal client and how much revenue you want to generate. You must also determine whether your company
What Story are you Building for the Client?
A common discussion in the world of customer service is how to build a narrative for your clients. Some of the biggest brands have achieved lifelong loyalty from consumers and
Create and Stick to a Marketing Schedule
When trying to keep track of every function in your business, marketing may seem like the least pressing issue compared to sales, client relationship management, and administrative duties. However, without