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 […]
Direct Mail VS E-mail Marketing
LinkedIn Company Pages - What They Are & Why Your Business Needs One

Alright, so you have your LinkedIn profile up and running, you are adding new connections, becoming involved in group conversations, and yet your brand just isn’t getting out there. LinkedIn Company Pages is a great way to get your company’s brand and profile out into the online community. It is a powerful tool in finding […]
Evolution of Marketing for Financial Advisors
This is the first part of a 5 week series on the evolution of marketing in the financial services industry. The series will cover the new and old marketing tools used by Financial Advisors, their advantages and disadvantages, the compliance rules about social media and will showcase 12 advisors that have been successfully incorporating social […]
Most Effective Marketing Techniques for Financial Advisors
Two months ago, we asked professionals of the financial services industry to go through a survey about marketing and advertising techniques. Over 600 advisors, financial planners and managers of financial/investment firms rated their most successful marketing tools, and shared their usage on social media. We’ve broken down each question in a separate chart to provide […]
Facebook Ads: What You Need To Know - Part I

Have you ever been on your personal Facebook page, or even a business’s Facebook Fan Page, and been attracted to advertisements that are seemingly directed to you and your interests? These are Facebook Ads, target marketing made possible by Facebook’s Reaching and Targeting initiative that captures specific profile information and ensures that your ad reaches […]
Creating a Social Media Policy For Your Organization

The exponential growth of social media in the online world has quickly caused the lines to blur between the personal, professional, private and overall general models of interaction and conduct online. Implementing a social media policy for your organization is key in setting guidelines, rules and regulations on what is appropriate and how your business […]
Monitor and Measure Your Financial Brand on Social Media
Are you tweeting, sharing content on Facebook, connecting with professionals on LinkedIn or broadcasting on YouTube? If you are then this article is definitely going to be of interest to you. Chances are that people are talking about your brand, your services or their experience. The question is, are you aware of the conversations taking […]
Get On Board with Social Media and Protect Your Brand
You have all heard about the big four players of social media, Linkedin, Facebook, Twitter & Youtube? And you are probably already providing value and engaging customers on most, if not all of these social websites. If you haven’t /aren’t, now is the time to get on board with social media. I often recommend our […]








Facebook Ads: What You Need To Know - Part II
Our previous blog outlined the reasons why Facebook Ads are an important part of your organization’s social media marketing campaign. This blog is a continuation of the last, and will delve into the technical aspect of Facebook Ads and how to implement them successfully. There are two main types of Facebook Ads available: Premium and […]