How To Create and Use a Segmented Client Database Like a Pro
Segmented client databases are essential for advisors who want to produce powerful, intentional marketing campaigns, and there are seemingly endless ways to customize and leverage this tool to your advantage. In this month’s blog, you’ll learn how to use a segmented client database like a pro.
Why Excellent Client Service Is Crucial to Your Brand
Financial advising is a highly personal, referral-centric business, so it’s worth asking—what makes someone want to refer you? Think about a time you raved to a friend about a business you worked with. Were you impressed by an amazing product or facility? A snazzy logo? Or were you impressed by the way you were treated?
More often than not, people rave about a business because they received incredible service, not because a product was amazing or an office was especially clean (although those things matter). But people remember—and can often repeat the details of—something someone did for them.
Keep reading this blog to learn about some key reasons why you should focus on excellent service.
Communicating With Clients During the Holiday Season: Start Now!
The holiday season is a busy time of year. Most people are probably more focused on their families and taking time off. For some, the holiday season also brings challenges, such as those who have lost loved ones or are experiencing a difficult time in their personal lives. However, the busyness of this time of year doesn’t mean you should go dark between the months of November and January. Instead, look for creative ways to stay in touch with clients that feel personal and meaningful without feeling overbearing. Explore our tips for keeping the line of communication open during the holiday season.
Consistency Is Crucial: Streamlining the Details of Your Brand To Make a Stellar Impression
This post is part of our Branding 101 series.
One of the best ways to create an effective marketing strategy is by showing clients your values and what makes you different. Creating and leveraging your website, logo, and messaging all help you work toward this goal, but you need to ensure all of your branding materials are consistent.
Learn more about consistency and how to achieve it in your branding in this blog.
Creating the Perfect Logo for Your Financial Practice: 5 Mistakes to Avoid
This post is part of our Branding 101 series.
When you’re building a brand, one of the first elements you’ll need to address is your logo. Your logo establishes a visual foundation for the rest of your marketing collateral, and you’ll use its elements (colors, fonts, shapes, etc.) repeatedly as you create new materials. That said, it’s important to think about your logo’s impact on the rest of your brand as well as the impression it gives as a standalone piece.
Learn more about the elements that make a great logo in this blog.
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