INSIGHTS

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

HubSpot State of Inbound Marketing Report 2014

How to Avoid These 12 Common Advisor Marketing Mistakes

How to Avoid These 12 Common Advisor Marketing Mistakes

Thinking about going inbound, creating content, getting more leads? Check out these marketing mistakes that RIAs, financial advisors, and investment managers can smartly bypass on the road to raising revenue: 1. Not Going Inbound Inbound marketing is different than...

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White Paper or EBook: What’s the Difference?

White Paper or EBook: What’s the Difference?

"Ebooks are the hip and stylish younger sister of the nerdy white paper." So says David Meerman Scott, speaker, author, and content marketing coach. As a modern marketer for a financial advisor or asset manager, which type of popular content - white paper or eBook -...

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What Was Money Before Money?

What Was Money Before Money?

Who doesn't think about money? Hard-earned money, self-earned money, not enough money, Powerball money – never enough of it, at least for most. RIAs and financial advisors advise on where and how to make, save, and invest money. Businesses want to develop and manage...

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How to Screw Up Your Fund Fact Sheet

How to Screw Up Your Fund Fact Sheet

Your fund fact sheet (for mutual funds) or tear sheet (for hedge funds) is a basic building block in an investment firm’s content marketing blueprint. Don’t screw it up. If you do, here’s how you’ve likely done it, and how to correct: 1. Burying the Lede The lede (or...

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17 Content Marketing Best Practices

17 Content Marketing Best Practices

Content, content, content. It's the new "location, location, location" for building a sales pipeline through inbound marketing. Content done well can drive traffic, leads, and prospects along the sales funnel to satisfied, referral-providing clients. However, only 30%...

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8 Reasons Why People Leave Your Website [Infographic]

8 Reasons Why People Leave Your Website [Infographic]

Why do prospects drop by your site and leave without saying hello? Kissmetrics, a web analytics marketing solutions firm, has created an infographic (see below) that details eight reasons why. A summary: 1. Bad Navigation Some sites you just can’t figure out. Is this...

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7½ Reasons to Hire a Fractional CMO

7½ Reasons to Hire a Fractional CMO

Have you every considered hiring a part-time Chief Marketing Officer (CMO) to help grow your asset advisory or asset management firm? Did you even know that there was such a thing? More formally, a part-time or outsourced CMO is called a Fractional Chief Marketing...

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