If you're offering financial advice, you know how important it is to build trust with your clients. But here's something that often gets confused—transparency vs honesty in marketing. While they're related, they aren't the same thing. Honesty has become something of a buzzword, frequently used to describe practices that are [...]
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 is [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
