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 More

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 More

According to the Content Marketing Institute, content marketing costs 62% less than outbound marketing, and generates more than three times as many leads.

Read More

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 More

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 More

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 More

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 More