This is a perfect time to actively think about what to do differently in your marketing plan to drive better results. During this two-part webinar we'll discuss the marketing opportunity, business requirements and a realistic budget for six things that can help you grow.

This is a perfect time to actively think about what to do differently in your marketing plan to drive better results. During this two-part webinar we'll discuss the marketing opportunity, business requirements and a realistic budget for six things that can help you grow.

In a highly commoditized and competitive industry, how you demonstrate your alignment and what you bring to your partnership with advisors matters.

For some it’s a question of choices and priorities. For others it may be do we do it at all? Does the idea of being active on social media platforms and networks align with your businesses strategy, resources and time?

Commoditization. It’s a common word in our industry. Some of the most successful businesses in the world are commodities, but don’t let the term be a crutch in your business thinking. There are important ways to stand out.

Of course, you have a brand. That’s true whether or not you actively invest in it or work on it. Either way - it influences how others perceive the qualities of your company.

Go ahead... spin the wheels and see what you get!

Do you start the year out with a plan of hosting a number of educational seminars and then find that it is difficult to stay on track? Do you wonder how successful they really are? How many proposals are you really getting from these somewhat labor intensive seminars?

This is the final article in the Segmentation Series; we have discussed the process of segmenting your referral sources and the corresponding services offered, focusing your effort on your best relationships. In this article we will address business development activity in a similar manner as was outlined in the service model exercise.

This is the third article in the Segmentation Series; we have discussed the process of segmenting your clients and referral sources, so you will know exactly on whom you should be focusing and on whom you should no longer be wasting time. The next step is to develop a service model specific to each segment to drive effective and efficient behavior leading to greater profitability. Once again let’s start with your referral sources.