Blog entries

Boost Your Referral Marketing Efforts with Digital Media

Cliff Campeau — Thu, 10 May 2012 18:53:22 +0100

This month’s FA Magazine On-Line Extras features a column by Cliff Campeau, Partner at Evolutionize, LLC on “How you can jump start your firm...

I Would Like to Add You to My Professional Network on LinkedIn

Cliff Campeau — Wed, 02 May 2012 05:00:00 +0100

The Investment Adviser Association (IAA) and their leadership should be congratulated for their progressive perspective regarding social networking. At the organization&rsqu...

Combating a Shortage of Advisors: Keys to FA Recruitment

Cliff Campeau — Tue, 01 May 2012 19:45:11 +0100

Since 2004 the financial services industry has seen a decline in the number of financial advisors, dropping from 334,919 advisors to 320,378 in 2011 accor...

Advisor Marketing In The 21st Century

Cliff Campeau — Thu, 19 Apr 2012 19:47:34 +0100

In order to optimize their marketing investment Financial Advisors should focus their marketing efforts on digital media according to Cliff Campeau, Partner at the advisor marketing firm Evolutionize. To learn the reasons behind this resource allocation approach and the key components ...

Advisor Marketing Specialist Evolutionize Featured on TV

Cliff Campeau — Tue, 27 Mar 2012 20:57:43 +0100

Evolutionize was featured on KPLR TV 11’s “All About Business - St. Louis” on Sunday, March 18. Launched in 2009 to provide practice marketing support to the financial services industry, Evolutionize has made significant progress in expanding its business. Cliff Campe...

3 Keys to Effective Email Marketing

Cliff Campeau — Mon, 26 Mar 2012 22:04:53 +0100

According to select studies that have been conducted within the financial services market, high net worth clients like to hear from their advisors on average between 18 and 24 times per year. It is obvious that not all of these interactions can be face-to-face meetings. Video conferencing, direct ...

Generate Website Traffic Now

Cliff Campeau — Fri, 23 Mar 2012 21:05:09 +0100

Your firm has built a compelling website which delivers a meaningful and enjoyable user experience. There is much to be excited about with regard to the manner in which the...

Why Do You Drive a BMW?

Cliff Campeau — Wed, 21 Mar 2012 19:14:55 +0100

What does the car that you drive say about you? How important is the location and décore of the firm’s offices in projecting an image of success? Why does your office dress code call for professional attire? The answer is simple. In the professional services arena these items con...

Amp Up Your Marketing Plan

Cliff Campeau — Mon, 12 Mar 2012 21:57:41 +0100

Business do not compete in a static marketplace. There are a number of external factors that can impact a firm’s business success, ranging from market-driven changes to competitive activities. Therefore, it is advisable to periodically review your marketing plans with an eye toward assessing the relev...

Energize Your Marketing Mix with Social Media

Cliff Campeau — Sun, 26 Feb 2012 06:00:00 +0100

Fact: Social media audiences and engagement levels continue to increase at an incredible rate. ComScore’s December, 2011 report found that the “social” category accounted for 16.6% of internet minutes during the month. At its current rate of growth, social activity could overtake por...

Interested in Lowering Your Cost Per Lead by 61%?

Cliff Campeau — Mon, 20 Feb 2012 06:00:00 +0100

In addition to lower costs-per-lead, by boosting the role of in-bound channels in your lead generation marketing mix you can also lower your out-of-pocket costs and achieve above average lead generation rates. This according to the results of a January, 2012 study conducted by HubSpot.

By way of background, in-bound mark...

Referral Marketing; The Ultimate Social Networking Tool

Mon, 06 Feb 2012 22:36:18 +0100

If your firm is performing at the industry average for client retention, you’re retaining 95.5% of your clients on a year over-year-basis. Translated, 95 out of every 100 of your firm’s clients chose to remain with the firm. One could infer that the firm has 95 satisfie...

Where Are the Clients?

Fri, 03 Feb 2012 00:31:47 +0100

It is estimated that there are 93.3 million U.S. investors and approximately 330,000 Financial Advisors or 283 investors for every FA.

Are you getting your fair share? If the answer is “No” the obvious question is “What can your firm do to enhance its client acquisi...

Boost Visibility With a Website SEO Tune-Up

Thu, 19 Jan 2012 01:01:21 +0100

What happens when you “Google” your firm’s name? Does your website show up on page one of the search rankings? What about if you type in a generic term such as “Financial Advisor?” Not happy with the results? Perhaps it is time for an on-page search engi...

Brand Voice and Message Reach Go Hand in Hand

Cliff Campeau — Mon, 16 Jan 2012 22:32:17 +0100

Fact: There are three primary ways to distinguish your Financial Advisor firm from the competition when developing a brand position:

1. As good as the competition, but cheaper

2. Better than the competition

3. Different than the competition

The questi...

How is Your Website Performing?

Fri, 06 Jan 2012 20:38:49 +0100

If you’re firm is like many financial practices, you’ve invested in a website, brought it live and forgotten about it. No content updates, no application additions, no website platform version installations and no on-page search engine optimization refinements. In all likelihood, the...

Digital Marketing: The Key to Practice Development Success in 2012

Cliff Campeau — Wed, 04 Jan 2012 00:21:35 +0100

With the New Year comes a sense of hope and optimism for businesses and consumers alike. For Financial Advisors, thoughts invariably turn toward energizing one’s practice, growing your book of business or striking out on the path of independence.

These are exciting times to...

Ready, Fire, Aim

Cliff Campeau — Wed, 28 Dec 2011 23:06:57 +0100

Before FAs throw in the proverbial towel on social media, it might be best to step back and reassess the approach being taken. Simply having a profile on LinkedIn or Facebook and or occasionally posting a brief article are not enough to generate breakthrough success on the client acquisition front in any m...

Can Prospects Find Your Firm?

Cliff Campeau — Tue, 20 Dec 2011 03:13:57 +0100

Like many categories, individuals often begin their search for a financial advisor on-line. There are two questions to be asked: Will prospects find your firm when conducting an on-line search? Does your firm show up on the first page of search engine results? If the answer to either of these questions is "no", you could be los...

Hope is Not a Strategy

Cliff Campeau — Wed, 07 Dec 2011 23:52:57 +0100

How will your firm go to market? How will you position yourself for success in a crowded field? How will you define your target market? Hopefully these are questions which were assessed prior to launching your practice. Unfortunately, you would not be alone if these considerations were not...