Blog Articles

We are pleased to announce a brand new integration with Redtail CRM. The integration consists of a lead capture form (built as a new page on your website), that once completed by your visitor, will automatically create a new lead within your RedTail CRM account.

The litmus test of whether or not you are creating an experience that people find exceedingly valuable can be quantified by the number of referrals you receive. Acquiring referrals has little to do with how often you ask, but rather reliant on how you make them feel.  Even more ...

Not finding a way to actively share with others what you do negates your best chance of ever being able to serve them. Here’s one way firms are sharing their best attributes with the world:

One of my favorite quotes by Seth Godin is: “Waiting for perfect is never as smart as making progress.” My least favorite quote from more than one financial advisor is: “It worked so well we stopped doing it.”

The Internet has become a powerful tool. You can find anything you want online—anything! This is great when you want information, or perfect for advertising, but unfortunately, the bad news and reviews can seep through with the good. It’s vital to keep an eye on your online ...

Reputation management is a critical factor in our always-on, interconnected world of web and social content. There are several ways you can monitor your brand and individual identity online – including using our own social media platform.

What do clients care about?  A lot of advisors believe it’s portfolio performance; some believe it’s competitive pricing.  It is true that clients tend to avoid or drop advisors with poor performance as well as those charging substantially above market rates.  But, performance ...

When you think of GEICO, what do you think of? Perhaps their slogan, “15 minutes could save you 15% or more.” Or maybe the green gecko with the accent comes to mind. GEICO has been able to establish incredible brand awareness through what I call the GEICO Marketing Method. The ...

Are you doing what you said you would do for your clients? If yes, this may be the real reason clients don’t refer you as much as they should. Simply put, it’s quite possible that you’re not getting the referrals you deserve because you are doing exactly what you said you would ...

For advisors focused on growing their businesses, the hiring decision is where the rubber often meets the road. Busy advisors need to hire, especially the nine out of 10 independent RIAs whose client base has remained steady or increased, as this TD Ameritrade Institutional ...

When it comes to social media marketing for financial advisors, time is of the essence.  Why?Because producing stellar content is an investment of precious minutes, creativity, and resources. So why make that hefty investment every time you need new content? All types of content ...

LISTEN TO US LIVE Monday, December 10 1pm ET / 10am PT          Register now We were hoping that you would do us the pleasure of joining us for our next webinar: How to Succeed Online - learn why most advisors are failing to succeed online today and what you can do about it! ...

For business owners and professionals, Google+ Hangouts are an easy (and free) way to increase customer engagement and build brand presence online.  Specifically, Hangouts on Air is wonderful tool to take advantage of for your marketing efforts – sharing events, promoting topics ...