Nine Tips to Produce an Eye-Catching Video for Your Financial Services Business


A professional video can make all the difference in your financial services firm’s marketing campaign. Videos are a unique tool in a marketing campaign due to their ability to explain concepts quickly to your audience without losing their attention. They are clearly very necessary to complete your marketing efforts, but can be difficult to produce in-house. Follow these tips to increase your chances of a successful outcome.

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Help Potential Clients Find Your Financial Services With On-Page SEO Best Practices


The end goal for many financial services firms is to attract new clients. One great way to be found is ranking high on search engines like Google or Bing. After all, 68% of all internet usage starts with a search, according to BrightEdge. However, it can be difficult to know what needs to be done to get to the top of the page. That’s where search engine optimization, or SEO, comes in.

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Why Your Financial Services Firm Needs to Partner with a Marketing Agency


When your financial services firm is trying to scale, there’s a lot on your plate, including retaining clients, hiring staff, and restructuring workflows. Partnering with a marketing firm that specializes in financial services is a fantastic move that saves time, resources, and energy, leaving you to focus on what you do best.

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4 Effective Marketing Strategies to Scale Your Payroll Business


You face unique challenges when it comes to scaling your client base, despite offering outstanding customer service and a people-focused approach. To face these challenges and still scale your client base, it’s time to level up your digital marketing strategy. Here are four marketing tips you can start to implement.

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Does Your Brand Successfully Represent Your Financial Services Firm?


It only takes 10 seconds for a consumer to gather their first impression of your brand. This is why it’s so important that everything comes together to create the perfect representation of your company and why you are the best firm for their needs.

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4 Marketing Strategies to Scale Your SaaS Business for Financial Services


In financial services, the SaaSmarket continues to boom. With this growing competition, trying to appeal to the masses often means your platform gets lost in the clutter. This is why knowing yourself as a business and knowing your target market inside and out are key.

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Why NPS Matters in the Financial Services Industry


A Net Promoter Score, or NPS, is a measurement of your company’s customer service and your clients’ loyalty. For local financial services companies, your unique differentiator is your high-quality customer service.

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Recruit and Retain New Clients with Innovative Email Marketing Techniques


What kind of methods do you use in your marketing efforts? There are many different tactics you can use to spread your campaign, but one tool with a clear benefit is email.

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Why You Need to Care About Creating Content for Your Financial Services Business


Your prospective clients get answers to their financial questions from online content created by industry experts, which is why you need to care about making content.

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Three Social Media Campaigns to Help Your Local Insurance Company Stand Out


Big names in the insurance industry come with big budgets. How can local insurance companies compete? The secret: social media campaigns. By leveraging the power of social media, mid-sized insurance companies can increase brand awareness and generate quality leads.

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Spotlight: Meet Daniella Chuckran, Marketing Manager at Aspiriant


Today, we are spotlighting Daniella Chuckran, Marketing Manager from Aspiriant in San Diego, who shares an innovative approach to this problem.

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Spotlight: Meet Armond Croom, founder and CEO of The Financial Effect in San Diego, CA


Since I had a degree in finance, I wanted to start a business using my degree, but I wasn't sure what exactly I wanted to do. My best friend at the time, convinced me to attend a dinner where financial planners were pitching their services to new clients.

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Been Burned Before? How to Tell if a Financial Advisor has your Best Interest in Mind


From fees and commissions to stocks, taxes, and retirement options, financial advising can seem complicated and confusing to even a seasoned investor. If you’re thinking about investing or saving, it’s wise to do your research so you can choose a trustworthy financial advisor to help you navigate the process.

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Top 5 Things to Look for When Hiring a Marketing Firm For Mid-Sized Financial Companies


When it comes to hiring a firm to supplement your marketing efforts or be the marketing arm of your company, a lot of research goes into that decision. You want to pick an awesome team, right? One that will take every challenge head on and produce results every time? Of course!

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Spotlight: Meet Ben Hockema of Illuminate


In this week’s spotlight, we interviewed Ben Hockema, founder and advisor at Illuminate Wealth Management LLC based in Chicago.

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Spotlight: Meet Marianela Collado of Tobias Financial Advisors


I was taught early on about the importance of saving and planning. It was drilled into me. My mom would always say, “I don’t care how much you make, you need to save.”

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Spotlight: Meet Sheena Gray of JPMorgan Chase & Co.


We had the honor to interview Sheena Gray, Executive Director of U.S. Wealth Management, Diversity and Inclusion Leed at J.P Morgan and Chase. In this role, she has been able to have a huge impact on the leaders across the organization.

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Spotlight: Meet Susan Weiner of Investment Writing in Boston, MA


I never thought earning a doctorate in Japanese history would lead me to a career in finance.

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Spotlight: Meet Michelle Donovan


Advisors work hard to help their clients reach their financial goals and make their dreams become a reality. I do the same for my advisor clients. I help them surpass their personal best and develop their own financial security.

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Spotlight: Meet Meredith Benton of Whistle Stop Capital


The investments we make build the world we live in. People often forget how strong that link is. When we provide capital to a company to support its growth, we allow the visions and values of its leaders to come to life.

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Spotlight: Meet Chloé Moore of Financial Staples


I’ve always been good with money, I enjoy crunching numbers and solving problems, and I find joy in helping others. Looking back, I realize that a career in finance is my calling, and I couldn’t see myself doing anything else.

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Spotlight: Meet Danielle Seurkamp of Well Spent Wealth


I didn't know much about financial planning until after college when I happened to be hired at a wealth management firm as a temporary employee. I was supposed to be there for 90 days while an assistant was out for surgery, but I ended up staying for 9 years and working my way up through the ranks.

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