Insights Marketing

You no longer have people at hello. Or “Hello (insert name)!” for that matter. Effective content marketing – from blogs to emails – requires a succinct headline or subject line that makes a prospect click, makes them read more and makes them a customer. Just as important as the first line they’ll read is the …

Marketing is something a lot of financial advisors chase but never quite master, oftentimes settling for short-term success. They might publish a social media post a couple times a month; send an email to their client list every once in awhile; publish a blog once in a blue moon. If only they could become more …

Most savvy advisors know that LinkedIn is an excellent tool for networking with current and potential clients. But not as many are aware of how LinkedIn is also a powerful platform for lead generation. LinkedIn offers advisors a chance to advertise their services to a specific audience they may not reach through other digital advertising …

With the daily creation and rise of new communications platforms, email marketing still reigns supreme among the most effective methods of reaching your prospects. In fact, it boasts an average ROI of 3,800 percent. In other words, if you’re not using email marketing for your firm, you’re missing out. But which email marketing solution is …

You can automate every one of your emails and have the best website, but if you don’t make a strong first impression, all might be lost. In other words, old-fashioned human touch still seals the deal – and so much still comes down to a handshake. One way to convey that human touch and make …

If you’re not currently advertising your firm on Facebook, you’re really missing out. With over 1 billion daily active Facebook users, it is by far the largest and most used social network in the world. Despite its size and influence, it remains a surprisingly affordable option for getting your firm in front of the right …

Every advisor could use a little inspiration. Every advisor could use some support. Every advisor could definitely use a break from the office. Every year since 2001, hundreds of advisors have met at Excell to share their triumphs, challenges and goals, and walk away with new connections, valuable takeaways and more inspiration than they can …

At the heart of great marketing is a simple equation: Right Message + Right Audience + Right Time = Great Leads Crafting the right message is about speaking your audience’s language and identifying with the challenges they’re facing. Getting your message in front of them at the right time depends on knowing when your audience …

Tanner Butler is part of a six-month rotational internship with Carson. The internship was established through a partnership with Carson and the Heider College of Business at Creighton University, focusing on providing students a full picture of the financial services profession. Tanner, a financial analysis and business intelligence & analytics major, will spend six weeks …

Building a list of engaged prospects is a top priority for any advisor’s marketing efforts, but list-building can be a slow process. Unless you’re buying email lists (which you should never do), it’s a process months or years in the making. One of the best ways to help the process of list building is with …

Marketing automation has changed the way advisors bring in prospects. Yet so many advisors fail to remember the “automation” part, which makes the whole process so much easier. Building an email drip campaign is the first step toward automating part of your marketing funnel. Before we jump into how to build a drip email series …