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5 Best Practices for Creating Successful, Customized Email Campaigns

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  As more financial professionals get up to speed on social media, I’ve noticed that they sometimes forget that tried-and-true email is still a great way to connect with clients and prospects. Utilizing both email and social within your digital marketing (and even tying campaigns together) can be incredibly powerful. The possibilities within email have […]

Understanding the Power of Email Marketing Relationships

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By Dave Charest.   “Would you mind giving me a ride to the airport?” The answer to this question relies on one very important factor—who’s asking? Your reply to a complete stranger is going to be different than the reply to a long-time friend. It’s the nature of the relationship that colors the response and the […]

How to Grow Your Email List

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  By now we should all know how important an email list is. Despite all the new fangled ways to communicate and keep in touch, the simple, mild-mannered email still continues to dominate the field. It’s stickier than social media and more precise than a blog post. As an advisor, email is one of the […]

Nurturing the Sales Funnel Using Social Media [INFOGRAPHIC]

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The dawn of the social media age has seen generations discover, adopt, and pass on the habit of social media usage to younger generations, resulting in even the youngest members of society using one or more sites on at least a semi-regular basis. Of course, social media has been around for more than a little […]

3 Ways To Grow Your Marketing Lists Online

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Here’s a sad-but-true fact: email marketing databases degrade by about 25% every year. Your contacts may chance their email addresses, moving from one company to another, they may unsubscribe from your email communication, or they abandon that old AOL address they only use to fill out forms on websites. Prospects who buy do so because they […]

The Art of the Invite

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How Personal Messaging Increases Network Connections I was at a conference a few weeks ago listening to an excellent presentation by JD Gershbein on the power of LinkedIn in business communications. He told a great joke that resonates with me everyday while I’m networking online: a guy walks into a bar, sits down, orders a […]

LinkedIn DirectAds For Advisors - How To Succeed

Most financial advisors I have been talking have heard about pay-per-click or at least have seen some of these pay per placement ads on search engines like Google or Yahoo! These ads run on a bidding system that can prove very expensive for advisors trying to compete for keywords like ‘financial planning’ ‘investment advisor’. Over […]

Direct Mail VS E-mail Marketing

You have probably heard in recent conferences or business gathering that you should abandon old marketing methods in favor to online marketing. In today’s article, I will go over the pros and cons of using direct mail or e-mail marketing and try to show why e-mail marketing provides such a high ROI and positive response […]