Lately you may have heard me focusing on client experience or client journey
Client Experience is one of those terms that gets thrown around a lot in the technology world. Leading digital companies can put a very large investment value into their UX, or user experience. When things go wrong in the user experience, apps or websites lose their users and their value and this directly affects the…
Read MoreThe problems that Branding solve
It is very common to find financial services firms wasting time pursuing clients who are actually not the right fit. When clients can’t differentiate between firms, they make choices based on other factors, such as price, rather than more important factors, such as the genuine value and expertise you bring to their particular situation. Branding…
Read MoreThe Cornerstone of Marketing: The Customer Experience
We’ve come a long way since 1960, when E. Jerome McCarthy heralded the four Ps of marketing: product, price, place, and promotion. Indeed, McCarthy couldn’t have envisioned the roles that technology and globalization would come to play in marketing’s evolution.
Read MoreNot true: Top marketing myths
According to the Content Marketing Institute, content marketing costs 62% less than outbound marketing, and generates more than three times as many leads.
Read MoreThe value of experience
It has been proven that money spent on experiences has a much bigger impact on a person’s happiness than money spent on material things. The same can be said about money spent on your customer’s journey versus your lead acquisition.
Read MoreFrom lead generation to customer experience
While a few years back lead generation was the base of every single marketing effort, now 81% of financial services firms say that optimizing the customer journey is “very important” to them over the next few years.
Read MoreAre You Really Doing What You Are Good At?
I was recently exposed to a simple chart that had four quadrants that I had to fill out regarding what I do for a living. The chart outlines what you are good at doing versus or in comparison to what you like doing. And although it was not easy to fill out in some ways, this exercise got me thinking about positioning for a business in general.
Read MoreHow to create a Content Marketing Strategy without breaking the bank (or your back)
As we have discussed once and again, a thought leadership strategy is key for financial services companies and professionals to differentiate themselves in the marketplace. Here we just want to share the simple steps to follow to create and maintain a strategy without losing yourself in the process.
Read MoreHow you sound vs. How you want to sound
Does your market know who YOU are, as a person? If you are the face of your company, such as a consultant, coach or author, it’s a given that people will associate your brand with you.
Read MoreSelling vs developing a relationship: where financial advisors fail
What is it that regularly blows apart business development efforts? The lack of follow up.
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