5 Takeaways from the FCS Event “What High-Net-Worth Investors Want from Their Financial Advisors”
On Wednesday, November 13th, the Financial Communications Society hosted its final 2019 luncheon event in Chicago, which took place at the Union League Club. In attendance were financial marketing and communications professionals, media agencies, and investment and wealth management executives — including an esteemed keynote speaker from the CFA Institute.
In the age of Snapchat, Slack messaging, and selfie sticks, transparency into a company’s culture isn’t just commonplace – it’s inevitable. Customers follow their favorite brands on Instagram, sign up for their email newsletters, and read extensive online reviews before making any purchase or investing decisions. Potential clients seek out companies that share their interests and values, and they want to feel like the brands they choose really walk the walk – and not just talk the talk to attract revenue.
A Customer’s Journey Is Not Linear: How to Connect Dots to Optimize Marketing
When marketers and designers have scrupulously laid out so much valuable information about each and every product, it seems like a customer’s steps from consideration to confirmed purchase should be straightforward and lightning fast. Unfortunately, it’s usually not. What in our minds seems linear and crisp is, in reality, a lot more like a winding map through several mountain ranges. It’s curved, sometimes tumultuous, and often even circular.
8 Major Google Ad Mistakes to Avoid and How to Fix Them
What are the chances that someone who sees a financial consulting services banner on a billboard, magazine, or social media, needs a financial consultant at that very moment? Most likely, very, low. For this reason, “push” advertising, such as banners work to boost branding but have a limited impact on direct client acquisition.
A website is often the first impression potential clients see when considering working with your company. Just because your business may not be focused on e-commerce or consumer-based products does not mean you shouldn’t have an online presence. For example, when done properly, having a well-built website will serve as a key lead generation tool helping your managed fund as you work towards building a book of business.
