Now that the tax season is over and accounting firms can breathe a sigh of relief, it’s time to think about client acquisition. As most firms gain business from their community, effective local financial marketing is essential. The first marketing channel to Read More
If a blog is successful, it will build your firm’s brand while generating interest in potential clients. There are specific factors we focus on when developing a financial marketing blog program for our clients. Let’s review what those elements are and how Read More
Accounting firms and financial advisors have been part of our client base for decades. During that time, we have come to understand that our financial clients have little time to consider marketing during tax season. To keep your business development plan moving Read More
Whether you are a natural salesperson or uncomfortable when speaking to groups, understanding the best practices of financial marketing presentations will help you be successful. This blog provides tips to create and make effective presentations. Software There are multiple products available Read More
As most accounting and financial firms predominantly work with local clients, community financial marketing should be a fundamental part of your marketing program. Building brand awareness in the communities you serve can pay dividends in the substantial growth of your client base. Read More
At Conach, we are no strangers to the hectic pace our financial clients experience during tax season. Despite this being the busiest time of year for financial professionals, marketing your firm should not be put on hold. The following blog is about Read More
Your marketing program needs to include financial marketing cross-selling, or you are leaving potential sales on the table. It’s a common mistake to believe your clients know all the services your firm offers. By cross-selling, I don’t mean listing all your services Read More
While the traditional sales funnel ends with the close, I believe the sales funnel should extend to financial marketing referrals. Referrals aren’t always a natural progression from having a happy client. Getting referrals takes effort but is well worth it. Remember, referrals Read More
Glisser founder Mike Piddock describes audience engagement as “… providing an outlet for audiences to interact with, be it through an empowered presenter or a physical stimulus. It is making sure you don’t presume the attention of your attendees for the duration Read More
If you are like most accounting or financial firms, you have both business and individual clients. When developing a marketing strategy, you need to include both. Consequently, you should determine the best lead generation and marketing approach for each. This evaluation will Read More
Search engine optimization (SEO) is often a confusing topic for our financial clients. When discussing terms like SEM (Search Engine Marketing), keywords, longtail keywords, organic, off-page, and ad words, it’s no wonder financial marketing SEO is an enigma. For example, I could Read More
Anyone that works with the financial industry understands that tax season can be all-consuming for tax professionals. However, taking a financial marketing break for 4-6 months can be detrimental to your firm’s success. The following are tips to help keep your marketing Read More
Blogs are an essential part of a firm’s marketing mix. The following are several factors to consider when working on your financial marketing blog campaign. Financial marketing blog campaign topics One of the difficulties of a blog is coming up with what Read More
Typically, target marketing is employed to increase awareness and sales in a specific market, such as healthcare, construction, or manufacturing. However, it is a common misconception that financial target marketing is beneficial when focusing on individual industries only. While these campaigns are Read More
Often clients ask what one lead generation tactic they should be doing. The answer is that they should not be doing one but several. Using cross media in financial marketing is essential to obtaining new clients. Here’s why. Which cross media in Read More
Growing clients for financial firms involves a plethora of strategies, messaging, techniques and metrics. However, when you multiply all of those tactics, it really results in creating financial marketing trust in potential client. After all, if the prospect doesn’t believe they can Read More
After over thirty years of working in the industry, I have had numerous clients ask what is the financial marketing definition? The American Marketing Association (AMA) defines it as “the activity, set of institutions, and processes for creating, communicating, delivering, and exchanging Read More
Undoubtedly, the COVID-19 crisis has had an impact on many aspects of business. And financial marketing advertising is no exception. Keeping this essential part of building brand recognition and top-of-the-mind awareness still needs to be part of your program even in these Read More
In this article, I want to address the elements of financial marketing branding. This topic isn’t about building brand awareness, but the steps needed to create the proper brand. A brand that represents your firm in a way the expresses who you Read More
When working with financial clients, I have found that they have difficulty distinguishing their firm from others. After all, most accounting or financial advisors offer similar services. Of course, the limitations of meeting compliance for financial advisors’ marketing text doesn’t help. The Read More