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Results 51–100 of 127 found.

The First Step in Launching a Firm-wide Marketing Strategy
by Kristen Luke, 9/7/15
In order for a firm to grow and succeed beyond its owner’s capabilities, marketing and business development must become a company-wide responsibility. Here’s a process to make that happen.

Identifying and Communicating Your Key Differentiators
by Kristen Luke, 11/4/14
Let's look at how advisors can communicate the ways in which they are different - a common struggle for many firms.

The Five Keys to Effective Marketing
by Kristen Luke, 10/7/14
To set yourself up for success in the coming year, put these five foundation items on the top of your list before developing your marketing plan.

Protect Your Business with a Marketing Plan
by Kristen Luke, 7/29/14
Even if you don't have the capacity to take on any more clients until you add staff, here are the marketing strategies you should be following today.

Announcing a Merger? You Need a Game Plan
by Kristen Luke, 6/24/14
It wasn't until I announced my own firm's merger that I truly appreciated how complex this seemingly simple task really is. The following checklist can help you simplify the process and develop a game plan for making a successful announcement.

What SEC Social Media Guidance Means for You
by Kristen Luke, 4/22/14
Recently, the SEC published new testimonial and social media guidelines that cleared the way for advisors to use social media review sites like Yelp and Angie’s List. Such sites were previously restricted because they provided content that was generally seen as testimonials. While the new guidance may seem like a big leap forward for financial advisors who use social media, there are still many restrictions, so it is important to understand what you can and cannot do.

The Stereotypes to Avoid When Marketing to Women
by Kristen Luke, 2/25/14
Many financial advisors dont have marketing materials that appropriately address todays affluent female market. To make a genuine connection with women, choose images for your marketing materials that show you understand who they really are.

Want to Achieve Marketing Success? Assign Responsibility
by Kristen Luke, 2/4/14
Develop a marketing strategy that works for you and your business. Once you find a strategy that works, implement it consistently. But with numerous other responsibilities and distractions, many financial advisors stumble when it comes to implementing their marketing plans. As a result, they do not see the results they anticipated.

Recession-Proof Your Marketing
by Kristen Luke, 10/22/13
The choices you make and actions you take today will influence how your business fares following the next market crash. Here are two marketing strategies you can implement now to prepare for the future.

How to Evaluate Event Marketing
by Kristen Luke, 8/20/13
If your firm uses event marketing, then it is critical to evaluate the success of your efforts. I recommend asking attendees to fill out an evaluation form at the conclusion of each event. This feedback will help you make necessary tweaks to improve future events and collect valuable contact information from attendees. The following tips will help you create a useful event evaluation form.

Five Web Metrics Advisors Should Be Tracking
by Kristen Luke, 7/30/13
Do you look at your website analytics report and have no idea what it means? Don’t worry. Unless you are a professional web marketer, most of the data you see on those reports won’t impact your business in any significant way. But that doesn’t mean you should ignore your website statistics all together.

Staying Active on Social Media: Ten Ways to Generate Relevant Content on a Frequent Basis
by Kristen Luke, 2/12/13
One of the most difficult aspects of social media marketing for financial advisors is staying active. For advisors who already have a hectic schedule, how do you generate relevant content and maintain an active presence? Here are 10 tips to help you get started.

Five Key Marketing Trends for Advisors in 2013
by Kristen Luke, 1/15/13
It is a new year and time to experiment with fresh marketing ideas. Keeping up with trends isn't just a way to tell your colleagues you are on the cutting edge of marketing. You need to understand how consumers are changing and how you can keep your message delivery relevant. If your marketing is getting stale, here are five marketing trends for 2013.

How to Create Presentations for an iPad
by Kristen Luke, 10/25/11
The iPad is an excellent presentation tool. It's light, portable, and clearly made for eye-catching visuals. Here are some tips for ensuring your presentations look their best when viewed on an iPad.

Own Your Brand
by Kristen Luke, 9/20/11
Your company's brand is too important to not have total control of your logo. Your designer may have created your logo, but you should have full control over these files. This means having appropriate versions for different applications and owning the rights to your logo.

What You Don't Know About Stock Photos Can Hurt You
by Kristen Luke, 8/23/11
While the process of purchasing a stock image is easy, make sure you are purchasing the photos with the correct specifications and licenses to meet your needs. Otherwise, you could find yourself paying much more than you ever would have imagined.

Communicating to Clients during Turbulent Times
by Kristen Luke, 8/9/11
While we all hope that sending messages to clients about the next economic crisis won't be as necessary as it has been in recent years, that is not a reasonable expectation. So prepare yourself now to be able to communicate quickly with your clients in the future.

Should You Use Google+?
by Kristen Luke, 7/19/11
The jury is still out on whether Google+ is going to be the next Facebook. So the question is, 'Should you use it?'

Three Steps to a Better Web Design
by Kristen Luke, 7/5/11
You have several options for web development: hire a web designer, purchase a template website, or create your own. Whichever you choose, spending some time in the planning stages will make the process quicker, easier and perhaps even cheaper.

Fall Marketing Starts Today
by Kristen Luke, 6/14/11
The summer slowdown provides an excellent opportunity to focus more energy on marketing and planning for the fall. Here are three things to work on to prepare for September and the fourth quarter.

Stop Making 'House Calls'
by Kristen Luke, 5/24/11
If a client or prospect isn't willing to come to your office and meet, find out why and develop a solution. Below are two common excuses advisors hear and solutions that avoid having traveling around town to meet someone.

How to Take Advantage of the CFP Awareness Campaign
by Kristen Luke, 4/26/11
If you are a CFP, you will be directly affected by the Let's Make a Plan campaign, even if you take a passive role. Those who take a more active role can use the toolkit provided by the CFP Board to promote themselves in local markets. Here's what's entailed and what you can personally do to take advantage of the campaign.

Two More Changes to Facebook
by Kristen Luke, 4/19/11
In last week's article, What Facebook's New Features Mean for your Business, I discussed a recent change Facebook made that allows business pages to interact throughout the site as a business and not just as an individual. Facebook made two other changes to business pages that affect how advisors use them as a marketing tool.

What Facebook's New Features Mean for your Business
by Kristen Luke, 4/12/11
In March, Facebook changed how business pages can interact with other Facebook users. Most notably, a new feature called 'Use Facebook as a Page' allows business to 'like' and comment on other users.

Four Ways to Position Yourself as an Expert
by Kristen Luke, 4/5/11
You have a wealth of knowledge about your industry and about how you can help your prospects. Indeed, you are an expert, but does your target market consider you one?

Spring Cleaning for Your Website
by Kristen Luke, 3/1/11
Despite the time, thought and energy you spend building your web site, it?s too easy to forget about it and neglect it. It is time for a spring cleaning. Here are seven tips to spruce things up.

Stop Using Outlook for Email Marketing
by Kristen Luke, 2/1/11
Unfortunately, many advisors confuse the ability to send hundreds of emails through Outlook with conventional email marketing. Advisors who do this don't know that they are putting themselves at risk of violating the federal CAN SPAM laws.

Marketing Ideas I've Learned from My Clients
by Kristen Luke, 1/18/11
One of the favorite parts of my job is learning new ideas. Sometimes they come from campaigns that my clients have implemented over the years and sometimes these ideas come from collaborating with clients to find a solution to a problem they are facing. Here are my three favorite ideas from the past year.

Five Ways to Shape Up Your Marketing in 2011
by Kristen Luke, 1/4/11
January is the natural time for identifying areas neglected over the past few months (or years) and making plans to remedy these failings. As you create your list of New Year's Resolutions, here are five things you can do to shape up your marketing this year.

Three Ways to Tweak Your Marketing
by Kristen Luke, 12/21/10
Even the best marketers can improve upon their existing successful campaigns and marketing messages. Here are my three recommendations for how to tweak your marketing for better results.

Five Things to Look for When Hiring a Marketing Coordinator
by Kristen Luke, 12/14/10
A Marketing Coordinator must have diverse talents and the ability to handle the majority of marketing responsibilities required by your firm. Here are five skills to look for on a resume to increase the likelihood you are hiring the right person.

The Silver Bullet of Marketing
by Kristen Luke, 12/6/10
One of the first questions advisors ask me is, 'What is working these days?' This always amuses me, since what works for one advisor is not necessarily going to work for another advisor. However, I have found there is one thing that is "working these days" and has always worked.

The Most Neglected Marketing Principle
by Kristen Luke, 11/9/10
Often, advisors lack a strategy for following up with prospects if they are not immediately interested in hiring your firm. As the authors of a recent book state, "81% of sales that close, close on or after the fifth contact." It is imperative that you integrate a follow-up strategy in your marketing plan.

Four New Ways to Beef Up Your LinkedIn Profile
by Kristen Luke, 11/2/10
If you have logged into LinkedIn in the last couple of weeks, you may have noticed some new changes. The professional networking site has new sections for individual profiles, and Kristen Luke explains how to use them.

20 Ideas to Market Your Business this Holiday Season
by Kristen Luke, 10/26/10
Many advisors take advantage of the holidays to reach out to their clients and prospects. Kristen Luke offers 20 ideas you can utilize this year.

Does Your Marketing Match Your Business Structure?
by Kristen Luke, 10/12/10
Marketing strategies differ depending on the structure of a firm, writes Kristen Luke. Solos and silos focus on marketing the individual advisor while ensembles market the firm. Ensembles also tend to have more sophisticated marketing campaigns since they generally have larger marketing budgets and higher revenue streams.

Five Steps to Choosing the Right Marketing Firm
by Kristen Luke, 8/31/10
Finding a marketing firm for your advisory practice can be a daunting task and hiring the wrong firm can be an expensive mistake. It is essential that you spend time doing due diligence to find the right partner for your growth. Kristen Luke provides five steps that will help you with this process.

A Marketing Guide for RIAs Part 10 - Develop a Written Marketing Plan
by Kristen Luke, 8/10/10
In the final installment of her series on low-budget marketing, Kristen Luke discusses how to put all the elements together in a written plan.

A Marketing Guide for RIAs: Part 9 ? Create a Drip Marketing System for Prospects
by Kristen Luke, 8/3/10
In her series on low-budget marketing for startup RIA firms, Kristen Luke discusses how to develop a drip marketing program.

A Marketing Guide for RIAs: Part 8 ? Implement a Client Referral Strategy
by Kristen Luke, 8/3/10
In her series on low-budget marketing for startup RIA firms, Kristen Luke discusses how to develop a client referral strategy.

A Marketing Guide for RIAs: Part 6 - Develop a Networking Strategy
by Kristen Luke, 7/27/10
In her series on low-budget marketing for startup RIA firms, Kristen Luke discusses how to develop networking strategies.

A Marketing Guide for RIAs: Part 7 ? Implement a Centers of Influence Referral Strategy
by Kristen Luke, 7/27/10
In her series on low-budget marketing for startup RIA firms, Kristen Luke discusses how to implement centers-of-influence referral strategies.

A Marketing Guide for RIAs: Part 5 ? Become an Expert
by Kristen Luke, 7/20/10
In her series on low-budget marketing for startup RIA firms, Kristen Luke discusses how to become an expert in your market niche.

A Marketing Guide for RIAs: Part 4 ? Create Marketing Collateral
by Kristen Luke, 7/20/10
In her series on low-budget marketing for startup RIA firms, Kristen Luke discusses how to create your marketing collateral.

A Marketing Guide for RIAs: Part 2 ? Craft Your Message
by Kristen Luke, 7/13/10
As part of her series on low-budget marketing for startup RIA firms, Kristen Luke discusses how to craft your message.

A Marketing Guide for RIAs: Part 3 ? Build a Website
by Kristen Luke, 7/13/10
Kristen Luke discusses the steps to take to build your website.

A Marketing Guide for RIAs: Part 1 ? Pick a Niche
by Kristen Luke, 7/6/10
Beginning her series of articles that will provide step-by-step instructions on how to start marketing your new RIA firm, Kristen Luke outlines part 1 - developing a market niche.

A Marketing Guide for RIAs
by Kristen Luke, 7/6/10
Kristen Luke begins a series of articles that will provide step-by-step instructions on how to start marketing your new RIA firm. She assumes that your firm does not have tens of thousands of dollars to spend on marketing. Here is an overview of the series.

The $0 Marketing Plan
by Kristen Luke, 6/29/10
Many advisors find themselves in a difficult quandary - they need to market their businesses, but they don't have budget to do so. Instead of finding ways to market on a dime, they throw up their hands and hope that business will magically appear. Kristen Luke shows how you can market your business on a zero-dollar budget.

Three New Ways to Use LinkedIn to Market Your Business
by Kristen Luke, 6/22/10
LinkedIn is constantly evolving and has become a better marketing tool in the process, writes Kristen Luke. If you haven't logged in recently, here are three new ways you can use the site to market your business.
Results 51–100 of 127 found.