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|

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|

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|
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