Insights Marketing

“Without being a partner at Carson, I don’t think this would have happened.” Barrington Wealth Management signed their largest client yet – a $23 million deal – as a team effort with Carson. Jim Quigley, Founder and CEO of Barrington, had a long-standing relationship with the couple and the firm’s new partnership with Carson cemented …

Whether you have an existing brand or you’re ready to start from scratch, there are fundamental practices that will help you own the best brand possible for your audience. This worksheet will help. Download Now

You’ve heard by now the financial sector is the least trusted sector according to the Edelman Trust Barometer. So we must look to build trust – and prove that we earn it. A way to build trust with your clients is through consistent communication. With today’s technology and social media, the platforms and channels exist. …

We live in an age with billions of points of data. As the world becomes more and more integrated, everything becomes the Internet of Things – even our bodies. With so many pieces of data demanding our attention, it’s hard to know which metrics deserve our focus. Technology gives us an infinite amount of information available …

While you won’t hear the all-too-familiar “You’ve Got Mail!” when you open your inbox nowadays, email is far from vanishing from the world. Active email accounts are expected to number 5.6 billion in 2019 – a number big enough to make businesses and email marketers giddy.  On top of the sheer number of users, our consistent …

Every advisor has been there – you’re ready to grow faster, but you can’t seem to crack the code of this thing called “marketing” (or you just don’t have the time to give it any attention). It’s a problem we see all the time, and it often comes down to getting just a few basic …

Travel entrepreneur Meredith Hill said it best: “When you speak to everyone, you speak to no one.” If your message isn’t focused and aimed well, it will be so generic you’ll miss the whole crowd.  In the conclusion of our personas series, we’ll look at the last of our 11 common personas for advisors and …

Let’s get back to common personas for advisors and how they can help you focus and boost your marketing efforts.  Check out part one and part two of this series if you missed them. In short, we went through every client persona we’ve created for advisors and put together eleven of the most common.  Download …

It’s time to dive back into personas and how they can help boost your marketing efforts. If you missed part one of this series, you can check it out here. For a quick refresher, we went through every persona we’ve ever created for advisors and compiled eleven of the most common types. Want to see …

We’ve talked about the importance of identifying your personas – specifically financial advisor personas – several times before. If this is the first time you’ve heard of personas, here’s the short version: Personas are representations of your ideal clients used to direct marketing efforts. Most advisors have somewhere between three and five personas. Some have …

There’s no shortage of financial advisor blogs these days. It seems like every advisor with a website has a blog. But not every advisor is using their blog wisely. As we’ve said before, content marketing for financial advisors is a tough egg to crack, but it doesn’t have to be that way. With a little …