How to Measure ROI with your Outsourced Marketing Firm

When you partner with an outsourced marketing firm like Align Marketing Group, you’re investing in your business’s long-term growth and brand development. But how do you measure the return on this investment (ROI), especially when it’s a strategic engagement designed to build a solid marketing infrastructure? You can capture a [...]

By Kristy Gusick|2024-12-18T01:57:00-06:00December 16, 2024|

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 [...]

By Kristy Gusick|2024-12-10T09:09:44-06:00December 2, 2024|

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 is [...]

By Kristy Gusick|2024-11-18T10:30:35-06:00November 18, 2024|

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 [...]

By Kristy Gusick|2024-11-07T01:12:43-06:00November 4, 2024|

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 [...]

By Kristy Gusick|2024-10-15T06:29:15-05:00October 14, 2024|

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 [...]

By Kristy Gusick|2024-10-05T01:49:30-05:00October 1, 2024|

How a Fractional CMO Can Transform Your Accounting Firm

Running a business is no small deed, right? With client work and daily operations taking center stage, marketing often gets pushed to the back burner. Sound familiar?  This is where a fractional chief marketing officer (CMO) comes in. They’re a cost-effective solution for firms without a dedicated marketing team. But [...]

By Kristy Gusick|2024-09-20T03:23:20-05:00August 26, 2024|

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 [...]

By Kristy Gusick|2024-09-20T03:45:06-05:00July 15, 2024|

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 [...]

By Kristy Gusick|2024-07-15T07:10:09-05:00May 14, 2024|

Charting Success: Strategic Marketing for Accounting Firms

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 [...]

By Kristy Gusick|2024-05-02T00:59:53-05:00May 6, 2024|
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