INSIGHTS

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

HubSpot State of Inbound Marketing Report 2014

A 12-Month Checklist to Blogging Success

A 12-Month Checklist to Blogging Success

Is your website generating leads? Do you know how many prospects are visiting your site, and more specifically, your blog?  Do you even have a blog (or a commentary section, articles, column, or resource tab)? Most, but not all financial advisors, RIAs, and investment...

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How to Get Influencers to Notice You

How to Get Influencers to Notice You

Who has marketing influence, and why should you care? In the world of marketing, the top 20 influencers likely have more than 20% of the power to persuade. The 80/20 Rule, first proffered by Vilfredo Pareto way back when, basically says that the top 80% of anything...

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Forex Fund History Basics [Infographic]

Forex Fund History Basics [Infographic]

The foreign exchange market, which is usually known as “forex” or “FX,” is the largest financial market in the world. Compared to the $22 billion a day volume of the New York Stock Exchange during much of 2015, the foreign exchange market looks large with its $5...

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43 Twitter Tips and Treats for Financial Advisors

43 Twitter Tips and Treats for Financial Advisors

Registered Investment Advisors and other modern financial advisors are using Twitter to grow their business. Herewith, 43 dos and don’ts: Dos: 1. Do have a social media strategy. Better to plan first rather than fly off in all directions at once. 2. Do think of...

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Inside Amy’s Email Marketing Campaigns

Inside Amy’s Email Marketing Campaigns

With all due respect to Amy Schumer, here's a handy infographic from GetAppwith all the inside reasons why a financial advisor's prospect may open, unsubscribe, or share engaging email...

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How to Write Headlines Readers Want to Read [5 Ways]

How to Write Headlines Readers Want to Read [5 Ways]

Why do so many blog posts have a number in the headline? A pithy headline can pull prospects in to your story, blog post, tweet, or white paper - and a boring headline will push people away. But 80% of readers never make it past the headline: according to Copyblogger,...

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13 Reasons Why Your Pitch Book Stinks

13 Reasons Why Your Pitch Book Stinks

Are you having earned success or bad luck with creating and presenting your pitch book to potential investors? Don’t know what your pitch book’s blind spots are? See here for 13 things your sales deck may be missing – and what to do about it. 1.  It’s Too Long...

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When to Tweet Your Tweets [Infographic]

When to Tweet Your Tweets [Infographic]

Is there a science to timing your Twitter tweets and Facebook posts for maximum exposure and impact? The marketing analytics firm Kissmetrics say it’s so, and have the numbers, provided by Dan Zarrella, to prove it. See infographic below. Twitter Timing If you want...

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