INSIGHTS

Companies that blog generate 126% more leads
than those that don’t.

HubSpot State of Inbound Marketing Report 2014

Marketing History 101 [Infographic]

Marketing History 101 [Infographic]

Whether you are an investment manager, an RIA, a fund marketer a financial planner, a history geek, or one of the above, you may be interested in the Wayback infographic below, from HubSpot, of how marketing has evolved since the dawn of the printing press in the 15th...

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Why You Shouldn’t Use These Stock Images Again

Why You Shouldn’t Use These Stock Images Again

Do you use stock photography in your online and offline marketing? Say yes – you are not alone. Home pages, landing pages, blog posts, eBooks, social media posts – you've likely seen and perhaps used your share of headset hotties, handshaking business dudes, and...

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A New Way to Look at The Periodic Table of Investment Returns

A New Way to Look at The Periodic Table of Investment Returns

As a financial advisor, RIA, or investment manager, you are sure to have seen and or used some version of a performance quilt chart to show that the best performing asset class one year may be at the bottom the next – or in the middle, or forgotten. The principal, as...

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Inbound Marketing: The Shy Advisor’s Secret to Thriving

Inbound Marketing: The Shy Advisor’s Secret to Thriving

What if I told you that you never had to make a cold call again? Or that you’d never have to play golf because you hate it? Or that you’d no longer have to plan and speak at an expensive prospect seminar lunch? The above “traditional” marketing efforts have produced...

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71 Questions to Ask When Redesigning Your Website

71 Questions to Ask When Redesigning Your Website

More than a few financial advisors and asset managers have struggled with how to integrate online marketing with traditional offline marketing efforts. As a content-driven inbound marketing agency, we like to ask clients “Does your website bring you hundreds of leads...

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Checklist: 26 To Dos When Building or Rebuilding Your Website

Checklist: 26 To Dos When Building or Rebuilding Your Website

Don't forget create a checklist when you are creating a new or updating your existing website. Without a checklist, I know I'd forget everything, let alone the 26 checklist items needed to launch an investment advisor or investment manager site that can create leads....

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How Not to Pitch That Big Prospect

How Not to Pitch That Big Prospect

Is your firm striking out at too many sales pitches? Although the poster below was created with ad agency pitches in mind, its message applies to new client presentations for financial advisors and asset managers as well. The poster was illustrated by Steve Klinetobe...

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Social Media Rules for Financial Advisors [White Paper]

Social Media Rules for Financial Advisors [White Paper]

Is your advisory firm or RIA on Twitter, Facebook, and/or LinkedIn? It’s likely that your clients are. More than five million investors with $100,000 or more+ of investible assets, according to Cogent Research and LinkedIn, use social media to research their financial...

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