"The Current Financial Crisis: Why did it happen and what is being done?"
Look at a typical investment bank’s balance sheet and you can understand how the collapse of housing prices took down those banks. That’s the message I took away from “The Current Financial Crisis: Why did it happen and what is being done?”, an April 16 presentation by John Haigh, executive dean of the Harvard Kennedy […]
Focus on benefits, not features, in your marketing
Focusing on the benefits your clients will receive from your financial services is much more effective than touting your firm’s features. In other words, focus on you, the client–not us, the firm. I found a great example of this when I looked for gyms near me. Gym 1 said, “Gym 1 is a premiere fitness, […]
"Media Opportunities Are There for the Asking. Choose Your Niche."– guest post by Lisbeth Wiley Chapman
With more than 20 years of industry experience, Lisbeth Wiley Chapman of Ink &Air knows how to get national exposure for financial advisors. Her MediaStar newsletter features practical tips that’ll also boost your visibility. Here’s her guest post on “Media Opportunities Are There for the Asking. Choose Your Niche.” Advisors often dream of a client […]
Which social networking sites do you use to promote your business?
Investment and wealth managers, which social networking sites do you use to promote your business or your career? Please answer the poll that will run in the right-hand column of my blog until a date in May 2009. If you’re not familiar with the sites I’ve named, here are links to their home pages: Facebook.com […]
"When Ad Budgets Are Down, Get the Word Out with PR," a guest post
Now is a great time to consider replacing advertising with PR, suggests Precision Marketing Group in a guest post, “When Ad Budgets Are Down, Get the Word Out with PR.” In a perfect world, your business would have enough money to advertise in relevant outlets and to sustain an ongoing public relations effort. But if […]