One of the distinguishing characteristics of Ellis & Associates Wealth Management, an investment advisory team with Richardson GMP, is the team’s commitment to Client Engagement. They recognize the difference between an
I was recently invited to give a presentation on Social Media Marketing to a group of Marketing Executives. Through my research and preparation for the talk, I learned from an Ipsos
How can entrepreneurs in the financial services industry leverage social media effectively to contribute to their business? According to Scott Plaskett, CEO of Ironshield Financial, the attitude towards social media
Whenever a business implements a marketing strategy, it is always taking a risk. No initiative is guaranteed to perform well, regardless of the amount of market research and time that
Do your clients have a complete and crystal clear understanding of their insurance policy? Given the way financial language has evolved, it's hard to fault clients for being in the
Marketing has gone through a sea change over the past couple decades. And if your strategy hasn't transitioned as well, you're probably noticing the repercussions: Your pool of prospects has dried
Millions of individuals eventually reach an age where they understand the critical need for advice and guidance when it comes to managing their money - assets, estate and financial plans.
Working in any industry, you'll have clients that expect to have fairly direct access to your client-facing employees. Yet, it's unlikely all of your employees will have the chance to
In the last few years there has been an emergence of a vast number of players in the field of marketing technology. Although it is becoming harder to identify where
How much time do you devote exclusively to brand management? Whose job is it to ensure your entire company is effectively delivering a consistent brand image? In a recent Forbes article, contributor
Webinar BoomStartup businesses typically enter the market with no reputation or credibility to stand on. As a result, entrepreneurs must establish themselves and their company as a legitimate brand and
Client relationship management by and large depends on your ability to create an exceptional client experience. From answering the phone to handling a client's stock portfolio, companies have an increasing
The variety of marketing channels has opened many doors for entrepreneurs looking to engage clients as readily as larger competitors. To reach a wide pool of clients without breaking budgets,
We have all seen a customer complaint play out in front of us at a store or restaurant and can empathize with one party or the other. All employees and
Marketing strategies for multichannel businesses have evolved greatly over the past few years. Long gone are the days of standard ads and banners ruling marketing campaigns. Today, social media channels and
Entrepreneurs function on a daily basis with tight resources and limited manpower. To make the best out of every situation, entrepreneurs must be resourceful, creative and on the cutting edge
Do you have a database of your clients' contact information? Does it include not only mailing addresses and phone numbers, but email addresses? Email has been around for nearly two decades,
Looking to revamp your marketing plan? Great idea! Your marketing plan should be dynamic and consistently revisited to measure the outcomes of your various marketing efforts. To make sure you get
Entrepreneurs realize their companies won't succeed if their top clients take their business elsewhere. Therefore, management teams need to keep their most important partners engaged and ensure they are pleased with
Clients have high expectations, and if entrepreneurs don't deliver an engaging client experience, clients aren't likely to return. This makes it essential for management teams to train salespeople on how
When they're just starting out, entrepreneurs want all the clients they can get - obtaining more connections means more assured revenue streams, gives a company the chance to build its
For years, email marketing has been the go-to way for entrepreneurs to connect with their current clients and reach new prospects. Email gave business owners a cost effective and quick
As a business builder, it is not enough to decide who is your ideal client and how much revenue you want to generate. You must also determine whether your company
A common discussion in the world of customer service is how to build a narrative for your clients. Some of the biggest brands have achieved lifelong loyalty from consumers and