Align Marketing Group Blog
Lead Generation vs. Lead Nurturing: What’s the Difference?
You've launched your business, your website is up and running, and now you're ready to conquer the financial advisory market. But before you can start raking in the clients, you need to first capture the interest of potential customers and then guide them along the path towards your firm. That's [...]
The Impact of AI Tools on Privacy & Cybersecurity
Cyber-crime is a complicated and multifaceted problem leaving anyone with access to a computer or smartphone vulnerable. The continuous barrage of phishing attempts found within both personal and corporate email accounts demonstrates the persistence of attackers as well as the skill employed by those same attackers to continuously thwart efforts [...]
Leveraging Social Media for Recruitment Success
If you're aiming to attract top talent, you've probably realized that the traditional recruitment methods just aren't cutting it anymore. That’s where social media comes in. With platforms like LinkedIn, Facebook, X (previously known as Twitter), and Instagram, you can reach a vast audience and connect with candidates in ways [...]
Cybersecurity: Keeping Your Website Safe and Secure
Today the internet is our playground, marketplace, and connection to the world. Whether you're a small firm owner, a freelancer, or just someone with a personal website, your online presence is precious. But with the internet's boundless opportunities, so are cybersecurity threats. Understanding the ins and outs of website security [...]
Optimizing CRM Systems for Financial Advisory Firms
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
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
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
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
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 [...]
