Marketing Intent- Page 3 of 8

Marketing Intent

November 10, 2023

What Are Your Firm’s Differentiators?

The quest for differentiation isn’t just about establishing uniqueness – it’s about conveying value in an environment where competition is intense.

November 3, 2023

Rethinking Marketing To Advisors: A Tailored Approach

"It’s about being laser-focused. Targeting those genuinely intrigued by your offerings not only boosts your ROI but also increases the chances of them sharing your insights within their networks."

November 1, 2023

Why “Done” Often Outweighs “Perfect”

In marketing, a common struggle often arises: How do we strike a balance between perfection and getting something done? If you’ve ever found yourself agonizing over every detail of a marketing piece, only to see deadlines whiz past, you’re not alone.

October 18, 2023

Legitimizing Your Firm

Remember the Saturday Night Live skit with Chris Farley and “the van down by the river?” Well, recently, we had a client come to us that made us think of that, because they wanted us to help legitimize their firm so they didn’t look like they worked out of a van down by the river.…

October 18, 2023

How Our Series 7 Securities Licenses Benefit Our Clients

You may think of a Series 7 Securities License as the exclusive domain of financial advisors. But can this valuable credential also benefit those of us in the marketing realm? The answer is a resounding “yes.” Let us introduce ourselves – we are Alise and Cherie, both proud holders of Series 7 Securities Licenses. Here’s…

September 23, 2023

Improving Your Presentations

Are you familiar with the term “word wall?” We recently encountered many word walls during our time at a conference. Imagine this: you’re seated in a conference room, staring at a screen filled edge-to-edge with words in a small font. Despite your best efforts to squint and engage with the content, the speaker’s words become…

September 21, 2023

5 Proven Ways to Supercharge Your CTAs

Ever felt that pang of frustration when you can't find something right in front of you? Just like a misplaced phone on your desk, your clients feel the same when they can't decipher the next step on your website or email. The solution? Powerful and clear calls to action (CTAs).

September 19, 2023

AI Is Only As Good As The Humans Behind It

AI Is Only As Good As The Humans Behind It September 15, 2023 | Marketing Intent With the rise of AI, people think it can do everything. But it’s important to understand AI not as all-powerful, but rather as an effective tool influenced by its human operator. In this article, we’ll discuss how we pair…

September 8, 2023

Adding Value To Your Webinars

Webinars – are they all about you? They shouldn’t be. At least that’s what we have heard from advisors. Read on to learn what advisors want to know about your firm.