The Marketing Playbook


Posted by Susan Block on Dec 8, 2016 8:00:00 AM

Should your firm use a tagline to more clearly identify your value?

Taglines are not a necessity, but in most cases they help firms communicate something unique about their business to prospects and clients.  Taglines are especially important if the name of your firm doesn't fully describe what you do.

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Topics: Branding, firm story development, marketing, Advisor Marketing, RIA Marketing

FINANCIAL ADVISORS:  Break Through the Clutter in the Digital World

Posted by Susan Block on Nov 1, 2016 10:06:00 AM

Differentiate your advisory practice with a clear, concise firm story

The facts speak for themselves. Traditional marketing has taken a back seat to the digital world. According to eMarketer, digital ad spending by the US financial services sector is expected to reach $8.37 billion in 2016, up 14.5% from 2015, with gains fueled by spending on mobile formats, digital video and programmatic advertising. With more of your prospects and clients online, your firm’s website content is key. Your firm story must be clear, concise, and relevant. It must deliver the right message to the right people through your website, overview brochures and pitchbooks.

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Topics: Branding, firm story development, sales story


The Marketing Playbook blog provides RIAs and Financial Advisors branding and marketing ideas to engage prospects and clients.  Our marketing ideas and practice management strategies are intended to help your firm generate assets under management and build your business.

We welcome your feedback and contributions in the form of comments on the posted material.


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