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Lessons and tips from 30 years of seminars, workshops, & dinner events.
Effectively Target Your Ideal Customer Marketing efforts are only helpful if they target the right people for your business. Ensuring your ideal customers see your campaigns is crucial to your campaigns’ success. However, getting your campaigns in front of your target market and piquing their interest can be challenging. That’s why...
The Advantages of Direct Mail for Financial Advisors It’s 2023, are people still using direct mail in their marketing campaigns? The answer is yes because direct mail continues to deliver fantastic results for financial advisors (excuse the pun). Any other marketing channel has not matched the benefits of direct mail. Direct...
The Power of Data-Driven Marketing Data-driven marketing is the only way to ensure you utilize the most effective marketing tactics, increasing your return on investment. Only reliable data can tell you which marketing tactics connect with your target audience. You may observe an increase or decrease in response rates or attendance,...
2023 Financial Marketing Resolutions Are you ready to make 2023 your best year yet? Get closer to that goal by following our financial marketing New Year’s Resolutions. 1. Establish a Marketing Strategy with an Expert It’s crucial to have a clear goal before starting your marketing plan. Once you’ve set your goals, talk...
Start Planning Your Q1 MarketingAre you ready for Q1? Now is the time if you haven’t started planning for the new year. You should already be strategizing for the new year. Looking back now at the past year and evaluating your marketing tactics is essential. The rest of this blog outlines...
