Planning and implementing an efficient and effective financial marketing program can be a daunting task. When you are spending any amount of your firm’s money for marketing, advertising or sales, the responsibility can be a bit overwhelming. Because a financial marketing program Read More
Inbound marketing is all the buzz in marketing today. If you haven’t heard of inbound marketing, it consists of tactics that draw qualified prospects to a business by offering relevant content. The content needs to be informative and the method of supplying Read More
Have you audited your 2019 financial marketing plan? As we roll into the final month of the first quarter, I’m sure your 2019 financial marketing plan is off to a good start. However, if like most financial firms you are knee deep Read More
Understanding the roles in the financial marketing sales funnel Because it’s called the sales funnel, it’s often forgotten that marketing and lead generation also plays a role in it. Of course, both are an essential part of the sales funnel, though the Read More
The five essentials of a financial marketing program Developing a financial marketing program as you go along usually doesn’t yield the best results. Your sales and marketing program is an investment in the future of your firm. For this reason, you need Read More