BD Marketing

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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Beacon Financial Group

Posted on Apr 15, 2011 in Advisor Branding, BD Marketing, Brand Portfolio, TactiBlog | 0 comments

Name: Beacon Financial Group Tagline: 4 Dimensional Investing Website: Coming Soon Other Projects: Web Site, Planning Process, Brochure … and more Before & After BEFORE AFTER - click image - - click image...

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How to develop a successful brand?

Posted on Feb 15, 2011 in Advisor Branding, BD Marketing, Referral Marketing, TactiBlog | 0 comments

Admittedly, what we do as branding experts does not make an advisor’s brand. The advisor does – you. It’s not your logo, your tagline or your professional website that we create that makes your brand- it’s the you.  It’s the experiences you have with your clients, it’s the value and relevance clients gain from your advice. It’s your process, attitude and...

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The Annuity Store

Posted on Dec 16, 2010 in BD Marketing, Brand Portfolio, TactiBlog | 0 comments

Name: The Annuity Store Tagline: Success Made Simple Website: Coming Soon Other Projects: Logo, Brochure, Stationery, Event Management, Resource Center, Email Templates, Magazine Ads … and more Before & After BEFORE AFTER - click image - - click image...

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