TactiBlog

8 Critical Questions to Establish Value

Posted on Feb 16, 2012 in Book Reviews, Inspiration, TactiBlog | 0 comments

I’ve been re-reading an incredible book, “Value-Based Fees” written by Alan Weiss. Alan talks about how to charge – and get – what your worth. While this book was written for consultants, I see financial advisors as consultants more than I see them as sales people – so I think it has tremendous relevance and value. Below are eight questions that you can frame for...

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How to Start a Movement

Posted on Aug 17, 2011 in Advisor Branding, Inspiration | 0 comments

I’m not sure how effective this will be for your business but I’m open to hearing about successes and failures. Mostly I’m interested in seeing your...

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When NOT to Invest in Marketing

Posted on Jul 17, 2011 in Advisor Branding, BD Marketing, TactiBlog | 0 comments

Don’t invest in Marketing until you feel good about your Brand My jaw dropped when I read the following line in Clive Cussler’s book The Silent Sea. Even a beautiful frame can’t help an ugly painting It’s a little bold but it hit home – hard.  Time and time again, people come to us looking for quick fixes.  Things like: captivating one-sheets, dazzling brochures, compelling...

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Thinking About A New Website?

Posted on Jul 15, 2011 in Accountability, Advisor Branding, BD Marketing, Websites | 0 comments

If you’re thinking of investing in a new and improved website, you and your team will want to answer some important questions. How effective is your current site? What role do you want your new website to play? How will you know the if the new site was a success? What functionality is imperative to have on your new site to support sales, customer service and management? The attached...

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Branding: Beyond the Hype

Posted on Jul 13, 2011 in Advisor Branding, BD Marketing, Referral Marketing, Websites | 0 comments

There’s a lot of hype surrounding branding for independent financial advisors; and there’s also some skepticism. Branding is often portrayed as Tinseltown in contrast to the value driven services and client experience you deliver which are more like Steel-town. Pumping up branding to Hollywood status is irresponsible and incorrect. Here is the naked, unabashed truth: branding alone...

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Our Brand Portfolio

Posted on Jun 16, 2011 in Brand Portfolio, TactiBlog | 0 comments

Your BRAND is what your clients and prospects say about you when you are not even in the room. Exceptional marketing material is a key component to ANY great brand. You need to know how to leverage your marketing effectively to drive the results you seek. Too many of our peer marketers make promises that are strategically plausible yet tactically unsustainable. We’d like to change...

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