Blog entries

Compliant Social Media Networking – 5 Step Program

Cliff Campeau — Mon, 20 May 2013 22:18:09 +0100

The social media marketing adoption rate among financial advisors has grown tremendously over the course of the last few years. In fact, according to the recently released Advent Software; “Social Media Study” released in March, 2013 nearly all advisors are utilizing some type of social media in their profes...

Branding in the Inbound Age

Cliff Campeau — Wed, 15 May 2013 19:45:20 +0100

The following article, written by Craig Kaminer, Partner at Evolutionize, LLC was featured by FA Magazine in their "Expert Views" section in May, 2013.

When you mention the name of the one of the largest financial service firms in the industry, certainly you can describe what it does, how it’s positioned, and probably s...

Leverage LinkedIn to Boost Client Acquisition

Cliff Campeau — Thu, 25 Apr 2013 21:23:33 +0100

Most financial advisors have become comfortable enough with social networking to at least have a LinkedIn profile. That is a great start. However, most have not yet tapped the marketing potential o...

Boost eMail Open Rates

Cliff Campeau — Tue, 23 Apr 2013 01:39:32 +0100

If you’re like most FA firms, email marketing is an integral part of your firm’s practice development effort. It remains one of the most cost effective means of communicating with prospects, clients and alliance partners.

However, like most media channels the challenge remains; “How can I break through the c...

The “3 R’s” for Advisor Marketing Success

Fri, 19 Apr 2013 19:33:42 +0100

The “Three R’s” as they were called by Sir William Curtis when he coined the term in 1795 referred to “Reading, Writing and Arithmetic.” While these are important base skills for any individual, these are not the focus of this article.

As a backdrop, there are two trends which should cause advisors to step back and reassess their cl...

So, What's Your Story?

Cliff Campeau — Tue, 09 Apr 2013 22:26:58 +0100

It was with great interest that I recently read an article by Mike Alton in Social Media Today entitled; “Tell Your Business Story, One Blog at a Time.” The author provided a compelling perspective on the art of storytelling as a means of effectively relating your firm’s philosophy, client service commitment, history...

How Do You Access Your eMail?

Cliff Campeau — Thu, 28 Mar 2013 00:53:02 +0100

Content relevance may not be the only thing impacting your firm’s email campaign performance. According to Nielsen’s “The Mobile Consumer” study released in February, 2013 three-quarters of the individuals in the U.S. that have a smart phone used it to access email within the last month. Yet fewer than...

Don’t Just Do Something, Stand There

Cliff Campeau — Fri, 15 Mar 2013 23:14:21 +0100

Is this an apt description of your firm’s marketing program? If the answer to this question is “No” then you are better off than many of your competitors who have chosen to simply “stand there.”

In spite of the fact that new client acquisition ranks high on virtually every advisor survey conducted over t...

Building a Case for Outsourcing Marketing

Cliff Campeau — Wed, 13 Mar 2013 00:37:01 +0100

For advisors weighing the decision to go independent and start their own practice there are a number of decisions which they must confront. Determining a business model to pursue (i.e. RIA, B-D or hybrid), selecting a financial partner to provide trading, operational, technology and compliance support, shopping for office space, hiring suppor...

LinkedIn Hits 200 million Members. Why Should Advisors Care?

Cliff Campeau — Tue, 05 Mar 2013 21:29:10 +0100

As most have already heard, in February of this year LinkedIn, the business oriented social networking site hit a membership milestone eclipsing 200 million members. The attendant press coverage surrounding this achievement caused me to reflect on the financial industry’s relationship with social media marketing and the growth in the ...

How to Speed-Up the Client Acquisition Process

Cliff Campeau — Sat, 23 Feb 2013 21:58:07 +0100

From a financial advisor’s perspective, quality leads are difficult to come by. Further, once secured, even quality leads often prove elusive in terms of converting an investor from a prospect to a client of the firm. Is this because financial services consumers are highly resistant to change or have difficulty making a d...

What Can Advisors Learn From the Super Bowl Advertisers?

Cliff Campeau — Tue, 05 Feb 2013 21:09:43 +0100

The game within a game, regardless of which team you were rooting for, most viewers of the Super Bowl also had a keen interest in this year’s line-up of advertisers. Beyond any entertainment value which may have been imparted we would pose the following question; “What can FA firms take away from this year&rsq...

What is Memorable About Your Firm?

Cliff Campeau — Sun, 27 Jan 2013 23:32:23 +0100

What will a visitor to your firm or your firm’s website take away?

The financial services field is crowded, with many firms offering comparable products and services that are priced in a similar manner. Layer in the regulatory requirements financial advisors must adhere to and it is a very level, seemingly undi...

How Can You “Stand Out” When You’re the Same as Everyone Else?

Cliff Campeau — Mon, 21 Jan 2013 23:06:57 +0100

There is no sugar coating the response to this question… You can’t. The “sameness” that pervades the financial services industry is an advisor firm’s biggest barrier to success. In a competitive sector, with tens of thousands of firms vying for investor attention, it is imperative that f...

Build it and They Will Come?

Cliff Campeau — Wed, 16 Jan 2013 22:00:23 +0100

This month's FA Magazine "Expert Views" section features an article by Cliff Campeau, Partner at Evolutionize, LLC on the topic of “Generating Website Traffic” and the most efficient means of extending an FA firm’s message reach.

We began 2012 with 582 million Web sit...

How Much Should Your Firm Spend on Marketing?

Fri, 28 Dec 2012 06:00:00 +0100

When approaching resource allocation decisions, such as the size of a firms marketing budget, it is best to “begin with the end in mind” as noted author Stephen Covey intoned. So what is the aim for your firm’s practice development program?

Is it your goal to mine your book of business? Replace those clients that have defec...

Are You Satisfied with Your Firm’s Marketing Efforts?

Cliff Campeau — Wed, 26 Dec 2012 22:26:39 +0100

With the New Year upon us it is a time for reflection. Prior to establishing our resolutions, we typically take stock in what we achieved as both individuals and organizations in 2012 and then weigh those priorities that we will establish for the coming year.

Invariably when it comes to financial advisory firms on...

Financial Advisors and LinkedIn’s “Endorsement” Feature

Cliff Campeau — Wed, 19 Dec 2012 23:11:19 +0100

A few months back LinkedIn launched a new feature whereby individuals could “endorse” one or more of the “Skills” listed on your LinkedIn profile. These endorsements would then show-up on one’s profile without the benefit of the beneficiary being able to accept or reject the endorsement.

G...

Do You Have an Outbound Content Strategy?

Cliff Campeau — Wed, 28 Nov 2012 22:39:40 +0100

Is your firm planning to disseminate daily investor perspectives, a weekly blog post, a monthly newsletter and or periodic white papers on relevant financial topics of interest to your clients? Is the firm going to create its own branded content and or leverage compliant content provided by your TAMP, B-D, custodial partners an...

Owned Media and Its Role in FA Growth

Cliff Campeau — Fri, 23 Nov 2012 21:40:56 +0100

This month's FA Magazine "Expert Views" section features an article by Cliff Campeau, Partner at Evolutionize, LLC on the topic of “owned media” and its importance to a firm’s practice marketing efforts.

An anonymous author once wisely said, “Put your...