Align Marketing Group Blog
Using Client Referrals to Grow Your Financial Advisory Practice
Client referrals have long been the foundation of growth for many financial advisors. In fact, studies show that 75%-80% of a financial advisor’s new clients come from referrals. This statistic underlines the immense value of a robust referral strategy. By taking a proactive approach, you can build a client base [...]
Brand Message vs. Elevator Speech: How They Differ and When to Use Each
You’ve got the expertise, the credentials, and the passion, but how do you communicate that to potential clients quickly and effectively? A well-crafted marketing brand message strategy and an effective elevator speech are two powerful tools. Yet, many professionals struggle to define and refine these essential elements. This article [...]
Website Development Best Practices
When it comes to maintaining your website’s health, it's easy to assume everything is covered. But some critical aspects often slip through the cracks. It’s not just about having a pretty design; your site needs to run smoothly and efficiently to attract and retain visitors. A site that’s slow, hard [...]
Marketing Terminology Made Simple for Financial Professionals
For financial advisors and accountants, marketing has expanded beyond traditional methods, demanding a fresh approach to client engagement. It’s no longer enough to simply provide expert financial advice—clients expect more. They want to engage with a brand they can trust. However, the marketing world comes with a dizzying array of [...]
The Impact of Client Testimonials for Accounting Firms
Imagine a potential client visiting your website or flipping through your brochure — what do they see? Beyond your list of services, they want proof that you deliver what you promise. For accounting firms, where trust and credibility are everything, testimonials provide personable proof to turn prospects into clients. Testimonials can [...]
Brand Message and Image: Key to Your Firm’s Alignment
In the financial advisory and accounting sectors, a strong brand is no longer a luxury—it's a necessity. Your brand sets the tone for how clients perceive your expertise, trustworthiness, and value. Two key elements—your brand message and brand image—are at the core of every effective brand. The brand message defines [...]
The Power of Your Firm’s Marketing Plan
Are you ready to take your business to the next level? A well-crafted marketing plan is a necessity that will help you level up. It’s the tactical tool that will guide your firm toward unparalleled success. However, the creation of a marketing plan is merely the first step. The true [...]
Streamline Your Marketing Strategy with Repurposed Content
We all know how tough it can be to keep coming up with fresh content. It feels like an endless cycle of brainstorming, writing, and posting. But what if there’s a more innovative way to consistently generate content without reinventing the wheel? Ever tried repurposed content? It’s a strategy that [...]
Custom vs. Subscription Websites for Financial Firms
In today’s digital age, a website is more than just an online presence; it's a crucial tool for marketing, client acquisition, recruitment, and brand differentiation. For financial advisory and accounting firms, choosing the right type of website can significantly impact growth and success. While many firms may initially lean toward [...]