Align Marketing Group Blog

Optimizing CRM Systems for Financial Advisory Firms

By Tim Jackson|June 10, 2024|

In the dynamic landscape of financial advisory services, a robust Customer Relationship Management (CRM) system stands as a cornerstone for success. By effectively leveraging CRM capabilities, advisory firms can propel themselves toward enhanced client satisfaction, streamlined operations, and sustainable business growth. This article delves into key areas of focus [...]

Don’t Neglect SEO Hygiene: How to Keep Your Website Thriving

By Kristy Gusick|June 3, 2024|

You’ve created your new website so what’s next?  SEO ‘hygiene’ is very important.   Every click, tap, and scroll holds the potential to make or break your online presence. Mastering the art of Search Engine Optimization (SEO) is akin to unlocking an abundance of online visibility and success. But amidst the [...]

The Imperative of ADA Compliance for Websites

By Kristy Gusick|May 27, 2024|

When the Minnesota Society of CPAs (MNCPA) invited Align Marketing Group CEO Kristy Gusick to contribute a guest blog, she recognized it as a chance to provide valuable insights on the importance of understanding and complying with ADA regulations for websites. Proactive ADA Compliance Web accessibility is more than a [...]

Online Reviews: A Key Strategy for Financial Advisors

By Whit Lanier|May 20, 2024|

In today's digital age, online reviews wield immense influence over consumer decisions across every industry, including financial advisory services. Yet, many advisors adopt a passive "wait and see" stance toward leveraging online reviews as part of their marketing strategy. This approach, however, carries significant risks that could impact an [...]

The Marketing Power of Financial Advisor Reviews & Testimonials

By Kristy Gusick|May 14, 2024|

Imagine scrolling through your app store, debating between two nearly identical apps. Suddenly, one catches your eye with amazing reviews and heartfelt testimonials. Which one are you more likely to trust? Online reviews wield unprecedented power in today’s cyber-dependent world, shaping consumer decisions and influencing brand perceptions. Whether it's choosing [...]

Charting Success: Strategic Marketing for Accounting Firms

By Kristy Gusick|May 6, 2024|

The accounting world is competitive, right? So much so that simply having a good reputation isn't enough. That's where a strategic marketing plan comes into play. In this article, we'll explore how it helps you contend with competition and thrive. By investing in strategic marketing, you can reap a heap [...]

Recruitment Marketing Strategies for Accounting Firms

By Kristy Gusick|April 29, 2024|

Struggling to find and retain skilled professionals for your accounting firm? If so, you’re not alone. With qualified staff in high demand, firms across the industry are seeking effective recruitment branding strategies to stand out from the crowd. The rising talent shortage highlights the acute demand for firms to prioritize [...]

Basics of Using AI: Simple Everyday Tips and Tricks

By Kristy Gusick|April 8, 2024|

Let's dive into the AI world! In a recent webinar, we explored ChatGPT, a super user-friendly AI tool that's been turning heads lately. But don't be fooled by its simplicity—it's got some serious potential. We stressed the importance of treating ChatGPT like your trusty virtual assistant, providing context to get [...]

Driving Growth: Impact of EOS in Your Financial Services Firm

By Kelly O’Donnell|March 21, 2024|

Managing a financial services firm can sometimes feel like spinning a hamster wheel. It’s an endless cycle of on-boarding and off-boarding employees and clients, buried in day-to-day tasks without taking measurable steps toward sustained growth. Maybe you’ve even grown the firm unintentionally, adding more production employees without putting the [...]

Go to Top