Align Marketing Group Blog

Mastering Difficult Client Interactions: Effective De-Escalation Strategies for Financial Professionals

By Kristy Gusick|December 18, 2023|

In the fast-paced world of finance services, fostering strong client relationships is a crucial aspect of your job. While most client interactions are smooth and productive, there are instances when dealing with difficult clients becomes an inevitable challenge. The ability to navigate these challenging encounters with finesse and professionalism [...]

The Role of Reviews in Marketing for Accounting Firms

By Kristy Gusick|September 14, 2023|

When you’re deciding on a restaurant for dinner, chances are you pay attention to its customer reviews. The same is true for people (i.e., your potential clients) who are deciding on a CPA firm for tax or accounting services. In other words, the reviews your clients leave–or don’t leave—about [...]

Simple Strategies to Help You Market Your Wealth Management Firm

By Kristy Gusick|August 28, 2023|

Creating a marketing strategy for your wealth management firm can feel overwhelming at times. You’re in the business of managing your client’s wealth, not your firm’s marketing strategy. This is exactly why many of the financial professionals we work with often feel frustrated when it comes to creating and [...]

Unleash the Potential of GA4: Amplify Your Marketing Strategies with the Latest Google Analytics Version

By Kristy Gusick|June 29, 2023|

What is Google Analytics 4? Tracking your website's analytics is crucial for gaining valuable insights into user behavior, identifying areas for improvement, and making data-driven decisions to optimize your online presence and achieve your business goals. Without a modern measurement solution, you leave essential insights on the table that [...]

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