What You Need to Know Before Launching a Mobile App

A mobile app can play a powerful role in your marketing, but only if you strategically and proactively use it to advance your branding and online presence. Here, we're looking at what you need to know about mobile apps and whether or not they're a good fit for you and your marketing. A Mobile App…

Mobile Marketing: 4 Steps for Promoting Your New App

Mobile applications are all the craze. According to Think with Google, people spend an average of 30 hours on apps a month and are likely checking their apps morning, noon, and night. It’s no wonder that marketers across all industries are looking to capture these micro-moments and exposure with…

Why You Need to Spend Money on Marketing

The best things in life are free, but this isn't always the case when it comes to your business and building your clientele. We've frequently been asked by advisors why they should spend money on marketing, how can they market for free, and how they can justify investing hundreds (or thousands) of…

What are Some Great Productivity Tips, Apps, or Tools?

As a financial advisor, you have a busy schedule. Thanks to technology, you can expedite and automate a lot of your tasks. You just have to know what tools are right for you. In this marketing tip, Craig and Brandon share their favorite productivity apps and tech tools that advisors can implement…

6 Habits Successful Marketers Follow

Successful marketers don't necessarily work more hours than you do or have advanced degrees. Much of successful marketing is the result of improved productivity, following the right habits, and committing to their top priorities. Take a note from successful marketers and engage in these six habits…

6 Tools for Financial Advisors to Streamline Their Business

If you’ve been in business for several decades, you’ve seen firsthand how technology has simplified a lot of our daily tasks. There’s an app for just about everything, including daily business and marketing tasks. By harnessing the power of these tech tools and apps, you can streamline your…

Three Ways to Take Control of Your Online Reputation (Plus: Free Tools to Help!)

Just like your brick-and-mortar firm, who you are online matters. We all know the importance (and ongoing maintenance) of keeping our in-person reputations intact, but how does your online reputation measure up? 75% of consumers say that word-of-mouth referrals are a key influencer in their…

Robo-Advising: The First Step in Embracing Marketing Automation

Advisors know they must modernize or risk becoming irrelevant. Tackle marketing automation to stay relevant and useful in this changing landscape. We all know the saying: there are only two certainties in life — death and taxes. But, we would like to add a third: change. The financial services…

What’s the Trick to Being Tech Savvy?

What's the trick to getting new technologies? Craig is by no means old, but he sure does embrace technology, which can be rare within his demographic. Here's the trick to learning and embracing new technologies, no matter your age! Craig How are You so Good at Learning New Technology We love…

Get Organized: Our 5 Favorite Productivity Apps!

We know how much trouble getting organized can be, but with the right tools, you’ll be a productivity machine. Here are our five favorite productivity apps on the market today! Chains.cc A lot has been said about repetition by a lot of smart people. Malcolm Gladwell claims 10,000 hours of practice…