Clik here to view.
The 4-Point Branded Content Gut Check
Creating branded content can build thought leadership. It can deliver real and immediate value to clients and prospects. It can even help close a sale. But what makes it branded content as opposed to...
View ArticleClik here to view.
How do we make retirement savings seductive?
We continue to hear the news about the lack of financial preparedness among Americans. Needless to say, financial independence simply won’t be an option for many. According to the Employee Benefit...
View ArticleClik here to view.
Women and retirement. Start with a snapshot.
The opportunity for financial marketing with women and retirement There is a coming shift when women will dominate the financial decisions in our country. One study predicts that two-thirds of the...
View ArticleClik here to view.
The mass affluent opportunity by the numbers
We ran across a couple reports this week that really brought back into focus the opportunity with the mass affluent segment. “Affluence in America: A Financial View of the Mass Affluent” from The...
View ArticleClik here to view.
Retirement planning: we need a new plan
Picturing what retirement looks like is tough for most of us. There are many reasons. Not the least of which is the way financial services companies engage us when it comes to retirement planning....
View ArticleAround the web: Retirement income
Retirement income has been in the news quite a bit recently. There’s concern among pre-retirees that they may not have saved enough. They may not know where to turn. Or, maybe the bigger concern...
View ArticleClik here to view.
Preparing for your next 12 months of content marketing
Financial marketers identify “creating quality content” as one of the biggest challenges they face with content marketing. With that in mind, here are three considerations for setting your strategy...
View ArticleClik here to view.
Battling prospect procrastination
When it comes to converting engaged prospects, we tend to look at competitors as the biggest challenge for those of us marketing financial planning, insurance, and banking. In truth, procrastination...
View ArticleClik here to view.
Differentiating in a “me too” environment
In financial marketing, we’re often faced with promoting products and services that, many times, lack a meaningful differentiation strategy. This can lead to positioning that lacks proof of value and...
View ArticleClik here to view.
The need for great retirement help
Financial services companies have come up with plenty of creative ways to get people thinking about retirement savings. A retirement calculator has been one of those tools, allowing people to input...
View ArticleClik here to view.
How financial marketing can get a better referral
A recent study from Fidelity Investments reveals the communication gap that exists between parents and their adult children when it comes to discussing financial issues. According to the study, 60% of...
View ArticleClik here to view.
The fiscal cliff is a jumping off point
We narrowly averted falling off the fiscal cliff. Whether you agree with it or not, we now have the American Taxpayer Relief Act of 2012. And some clarity, right? Being immersed in financial...
View ArticleClik here to view.
Is your business positioned for the boom?
There have been a few articles recently about how baby boom small business owners think and act about their money and retirement planning. As a small business owner, the articles intrigued me. More...
View ArticleClik here to view.
The opportunity to optimize your mobile banking offering
The growth of smartphones and tablets is changing the way your prospects and customers interact with your brand. Gone are the days of needing to visit a brick-and-mortar branch or even sit in front of...
View ArticleClik here to view.
4 steps to becoming their college savings resource
With all the focus on the retirement challenges our clients and prospects face, it’s tempting for financial marketing to relegate the issue of college savings to the back burner. While I can’t deny the...
View ArticleClik here to view.
Is your brand digitally savvy?
A financial organization’s digital tools will become increasingly important in retaining and acquiring new clients. A recent article in the Wall Street Journal pointed to a survey from Accenture that...
View ArticleClik here to view.
Getting real with retirement: 3 steps
These days, the lack of retirement preparedness is downright scary. It is changing the way that financial marketing will need to approach clients and prospects about the years ahead. Some recent stats...
View ArticleClik here to view.
The social media acid test
Has financial marketing fallen out of love with social? I have been hearing recently from clients and reading posts that suggest that the enthusiasm for social media is waning with financial...
View ArticleClik here to view.
Honoring the perspective of female clientele
I’ve run across a few posts recently that serve as a reminder of the importance for financial marketing to understand the unique needs of female clientele. I’ve posted in the past about the opportunity...
View ArticleClik here to view.
It’s all about the experience
Click to view the slideshow Financial marketing has a history of being product/service focused. Today, it has become imperative to shift that focus to the prospect and the experience you are delivering...
View Article
