The current state of the business of financial advice: Meh… Despite all of the advances in technology, products and tools, the current state of financial advice is just meh. We need to do better. The marketing, the compensation models, the tools – everything needs to be better. The ground is shifting under our feet and [...]
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I’m not certain that many advisors are receiving negative tweets and comments, but it can happen to anyone. All it takes is one controversial blog post, one pissed off client, or even an unfortunate auto-correct for people to take their complaints public. Do you have a plan should something like that happen to you? You [...]
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The Path of Least Resistance The Path of Least Resistance describes the simplest path from point A to point B (physical or metaphorical). It’s the easiest route forward among a given set of alternatives. Water is the bell weather example for seeking the lowest ground by the simplest route. People are like water. We take The [...]
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Editor’s Note: The following is a guest blog post by Craig Faulkner. Craig started his career as a Certified Financial Planner, and eventually founded a financial marketing company that created marketing materials for thousands of financial planners. In 2011 Craig founded FMG Suite to explore new marketing technologies for financial professionals. As well as being a [...]
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The Rundown If you’re implementing the tactics of inbound marketing, you are doing two core activities: (note: I don’t consider getting found an activity, per se, unless it’s paid search.) Creating content Engaging with your community All that writing, sharing and tweaking your doing, all the conversations, questions and answers you’ve had – they’re all working [...]
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Editor’s Note: The following is a guest post from Tim Meisenheimer of Streamline Financial Services. Streamline is a Chicago-based next generation financial advisory firm that Tim’s elder, but shorter brother Toby founded 13 years ago. Both being former math teachers, they run a young, growing firm using tech hacks to streamline their business processes and in turn, the [...]
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Are you a Hacker? An individual capable of solving complex non-intuitive problems in a seemingly intuitive way. Hackers are self-motivated, and learn through experimentation and persistence, as opposed to through “traditional” means. – Excerpted from Urban Dictionary “Hacker” is a loaded term with connotations ranging from rogue to criminal that began in the world of computers. [...]
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“Figure out who you are, and then do it on purpose.” Dolly Parton is a brash, blonde, busty, broad from the boondocks. She’s also a business genius worth nearly $500 million. Whoa, how’d that happen. It’s no accident. See, she had a simple insight that eludes most advisors and even most profesional marketers. Success comes [...]
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Quick recap of our definition of Inbound Marketing from part 1 of our series, Stop Selling: Inbound Marketing works on the principle that brands ought to earn their way into customers lives by letting customers find them. Inbound Marketing focuses on digital marketing efforts like search engine optimization, digital content creation (ebooks, blogs, how-to videos), and social media (Twitter, Facebook, [...]
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To be a true #BLNation Ninja you must master weapons large and small. Their effectiveness lies not in their size but in your skill. The Shuriken #BLNation Ninjas approach Linkedin with the Shuriken method. Shuriken literally means the sword hidden in the hand. You may know them as throwing stars. Shurikenjutsu is the art of [...]
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