Marketing strategies for financial services,real estate marketing best practices,video editing like imovie for iphone - For Begninners

Slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Presentation by Jim Marous and Jay Dillemuth in the Backbase webinar on Digital Marketing Strategies for Financial Services. The rise in digital technologies is transforming how bank marketers can reach, engage and deliver value to their customers.
Small businesses are notoriously behind the curve when it comes to extra cash flow that can be devoted to marketing efforts.
Jonathan Long is the founder and CEO of Market Domination Media, a Miami Beach-based SEO and online marketing consulting firm. I would advise every company marketing and selling any sort of financial-related service or product to, at the very least, convert their website to accommodate an extended validation SSL certificate. Respond to every review written online and encourage current customers to leave reviews of your financial service. Messaging that revolves around the positive growth of financial services can be more beneficial, rather than the common scare tactics consumers are used to seeing, as well as focusing on credentials, specialty, and experience.
Frank Klesitz is the CEO and Co-Founder of Vyral Marketing, a digital marketing and social media company based in Omaha, NE that specializes in creating marketing solutions for those in the Real Estate, Financial, and Professional Services industries.  Frank is a graduate of the University of Nebraska.
Max is the Creative Strategy Director for Online Optimism, a marketing agency based out of New Orleans, Louisiana. Ibanrilin is an experienced Content Strategist and Marketer at Wise Calvin with four years of experience in Content Creation. Millennials are the leading consumers today, and financial services should be prepared for this segment of the market. So, marketers must incorporate creativity and technology into their marketing strategies for this generation. Known as the Small Business “Chief Marketing Officer,” Javed Khan is an accomplished and engaging speaker, and experienced voice over talent. Develop a short (3-5 questions) survey or poll and communicate it to a list of your top clients on your email list and social media channels.
This often boils down to the zero moment of truth – the point when potential customers decide to share their details and become a lead or sale. Charlie Riley has over 15 years of well-rounded experience in multiple disciplines of marketing communications, advertising, public relations, and brand positioning. Molly Jacobson is the owner of Jacobson Strategy, a national marketing and public relations firm headquartered in Tampa, Florida. Chris is the Content Marketing Manager at Brandpoint and has nearly a decade of professional writing experience.
VP of Marketing of ManPow LLC (Sherman Bridge Lending, New Western Acquisitions, and MoneyBug) at 26 years old, Harrington is an experienced marketing, sales, and technology leader with a background in both in-house and agency-level advertising. Of course, there are many laws and regulations, but that doesn’t mean that your website and marketing campaigns have to be as stiff as the numbers on the paper. Jenko Kent is the Chief Creative Officer of Stage 6 Media, a marketing agency specializing in unique and effective video marketing campaigns that engage your target audience and motivate them to action.
Money is a fundamentally emotional issue for the average person, and we make ourselves vulnerable to the companies who we trust enough to bring into our financial worlds. Kent Lewis is President & Founder of Anvil, a measurable marketing agency specializing in search engine and social media marketing. Networking can be going to business specific networking events (usually after hours and with a large group of people). Mike Scanlin is the CEO of Born To Sell, a web site dedicated to self-directed covered call investors. Lais Pontes is a Forbes 30 under 30, and the Founder and President of The Pontes Group, a leading marketing agency with offices in South Florida and Los Angeles. Alessandro Ravanetti is the Co-founder and CMO of Crowd Valley, a company providing Digital Back Office and public API that powers digital investing and lending applications such as crowd funding, peer-to-peer investing and lending, and real estate and alternative asset marketplaces for financial services professionals. It doesn’t matter what you want to do – it can be a well-written article for your blog, a white paper about the evolution of the industry you are part of, or a market report with interesting data to share – it’s key that you dedicate the right amount of time and importance to the creation of content assets, and then the promotion and the distribution of what you prepared. You should not try to simply sell your product or services; instead, you should aim to teach and inspire with your content, with something that applies to the specific needs of your audience and something that can really help them. David Johnson is a partner in Cane Bay Partners VI, LLLP, one of the most well-known consulting and management companies in St.
Building long-term relationships, growing with your customers to ensure you continue to provide them with what they need. As consumers turn more and more to multiple devices, researching and dropping financial needs breadcrumbs, the single best financial marketing strategy is for financial services firms to listen, be present, and be a resource.
First firms need to create valuable content for consumers to discover in what Google calls micro-moments how do I what do I etc. Second, financial services organizations need to be ready to take the relationship to the next level.
The sum of this whole strategy is to move consumers from shopper to financial partner to advocate, starting early in their research phase.
Milan Malivuk is the Director of Marketing for itracMarketer, an email marketing and marketing automation company that counts Scotia Private Client Group, State Street, CI Investments, Mawer, and more among its clients. Financial marketing used to be about brand marketing – basically, push marketing with information being pushed out from the bank to the public.
Inbound and content marketing are the way forward for financial services companies, and you’ll see that change over the next couple of years as these companies begin to focus on content marketing. Content marketing is ideally positioned for financial services companies due to the fact that financial companies rely on trust more than most other industries, and what better way to build trust than to teach? This inbound marketing approach, which lets clients pull information from the bank, is also more appealing as the old style of brand marketing made it difficult to measure the ROI in marketing. Inbound and content marketing can seem intimidating to some of these financial services companies, but it doesn’t have to be. Lidia Shong is the head of Marketing at aboutLife, a company that provides free online financial planning tools and services. That principle has to be reflected in every interaction with the customer online and offline. Marilyn Heywood Paige is the Vice President of Marketing for FiG Advertising and Marketing, an integrated marketing agency in Denver. James Pollard is a marketing consultant and business coach who helps financial advisors get more clients. Direct outreach through relentless prospecting is the SINGLE WAY to build a huge book of business.
If anyone tells you that inbound marketing is the best way to market financial services, this is only partly true. Earl Wilcox started his career in advertising with a Wall Street Journal property and went on to eight years in senior management at Martin Williams Advertising in Minneapolis. The few brands that are truly successful at standing out are those that create a distinctive presence.
Financial services companies use distinctive brands to make themselves both noticeable and memorable: Geico has the gecko, Aflac has the duck, Metlife has Snoopy.
In a time of consolidation where large faceless corporations take over well-loved community financial institutions, possessing a distinctive brand will be key to gain consumer engagement and win against competitors. Kelly Edwards is the co-founder and CEO of Lawton Marketing Group, an Oklahoma-based marketing agency with financial and insurance industry clients in 45 states. Becky Livingston is the CEO of Penheel Marketing with more than 25 years’ experience in social media and digital marketing for small business owners and CPAs. Define your target audience, down to the most finite details, and communicate – not market – with them on their platform of choice. Samuella Becker is the CEO & Founder of TigressPR, representing startups and small companies with big dreams.
The other piece of advice I can offer today is to know your prospective client and the stage of life they are in. Thomas Fross cofounded one of the most successful independent financial planning firms in the nation, Fross & Fross Financial.
Robert Fross cofounded one of the most successful independent financial planning firms in the nation, Fross & Fross Financial. Dan Klein is a Marketing and Practice Management Executive with more than 20 years of experience in the Financial Services Industry. Factoring Receivables - Receivables factoring lets you unlock cash that's tied up in your unpaid invoices.
Tips On Managing Your Finances - Money is becoming increasingly hard to manage in today's economy. 5 Banking Services to Help You Manage Your Cash-flow - Smart entrepreneurs use facilities available with their banks to leverage cash flow. With a proliferation of media channels, financial marketers must understand these new digital tools and be in a position to implement digital strategies that add value to the marketing mix and integrate with already established marketing and business practices. This webinar will discuss several digital marketing strategies that are being successfully used by financial organizations to reach digitally savvy audiences. One of the best ways to promote is to get someone else to do it for you, and if you have a solid network of industry contacts you can make it happen through cross promotion. An integrated marketing strategy for your offline and online advertising is not only a smart move on the branding front, but it can also save you money. You really can’t compete these days without a social media presence, and the good news is that you can enter this arena for free. If you can post new pages to your blog and you have decent space allowances from your web host, it should cost you nothing to add this feature to your website. If you operate a brick-and-mortar location it’s in your best interest to focus some of your marketing efforts within the community. Financial services companies are now beginning to market to the millennial audience, helping the up-and-coming generation plan for a stable financial future, make wise investments, purchase homes, fund business ventures, and much more, and the millennial audience has vastly different attitudes and perceptions surrounding the world as a whole. Visit the site now for more useful tips and articles aimed at Insurance and Finance Brokers who wish to use the Internet to take control of their revenue generation online.
Most financial products are not impulse buys, so brands and product providers need to nurture and have multiple contact points across different channels.


Market Domination Media also offers SEO coaching programs for companies and individuals that want to learn how to build their brands online using search engine marketing. Every day we are inundated with stories in the media about identity theft and security breaches.
Anytime you are asking someone for information related to financial services, even if it’s just a name and email address, they are going to immediately think of all the negative press out there. As a journalist, she is committed to finding useful information to help your business succeed. When customers are in the process of choosing a financial service – whether it’s is a bank, credit union, or mortgage service – they’ll want to know what customers have experienced while working with you. Awarded the CPA Practice Advisor Magazines Top 40 Under 40 Award in 2012, 2013 and 2015, she is recognized as one of the young professionals leading businesses into the future. People need to feel confident and secure in financial service providers when it comes to their money. One of the best ways to engage past, current, and potential clients is through an email newsletter.
While her full-time job calls on her skills to drive engagement and create branding strategies, her free time is spent in painting or blogging about anything under the sky. Millenials are tech-savvy and adventurous, and they want to participate in decision making. Mobile presence is key to capturing their attention, because they are mostly online and connected. He’s been a featured presenter at multiple professional association conferences, workshops, webinars, media outlets, and is a regular session host across many Canadian Chambers of Commerce. With the advancement of technology, people love looking at content whether they’re at work or on the bus – so potential customers have never been so accessible. Customers tend to do a lot of research, find information from various sources, gather reviews from peers and compare competing services before making a decision. He currently leads all communications and marketing functions for a Top 100 Independent Insurance Agency headquartered in Buffalo, NY.
It is easy to assume that the end user understands industry terms or acronyms, but they probably don’t. What’s more, this approach cultivates trust with consumers, allowing them to feel comfortable placing their trust in a particular financial services professional. He specializes in offering career advice for those who wish to spend more time living than working, in a society that often encourages a lifestyle that is the other way around.
His previous roles include editor and copywriter, and most recently Chris was part of the marketing department at Blue Cross and Blue Shield of Minnesota.
When people hear finance, they think of Wall Street, hedge fund managers, and the DOW … right before they tune it out.
She has proven results with companies of all sizes and has built successful campaigns and technologies that have led to a fast uptick in lead generation of over 500%. I find that giving the site and content a little wave of fun can create a trusting environment that will build brand affinity. If instead of lauding your facts, figures, success rates, and service offerings, you can connect with your customers on a human level, you’re going to have a much more substantial impact. Based in Portland, OR, Anvil improves our world through creative problem solving for purpose-driven companies.
Serving both retail clients and wholesales to agents, his company leverages over 80 carriers to find the best value for each need. Yet almost everyone I HAVE EVER MET drops the ball and screws up the Post-Crowding. In other words, follow up. We have over 1,300 websites that promote our services in exchange for earning a commission when we get a free trial user or paid subscriber from one of their leads.
She believes in taking big risks to do big things and encourages her clients to do the same.
Together with his most successful student, Andy Man, Ser founded Ser Man Traders with the vision to mentor and help traders develop their own customized trading styles.
You can communicate the description of how a financial product or service works, but what people care about is how can it help them and the financial result of investing in or buying this financial product. Croix. Along with his position at Cane Bay Partners VI, LLLP, he is also a partner at the international consulting company, Strategic Link Consulting.
Not only do financial firms struggle with regulation, but consumer journeys are less mapped than those of shoppers for goods. Once a consumer who is searching in these micro-moments finds your branded content, they may not be ready to convert yet. Turning them into advocates who will share your story with their friends and family feeds your pipeline with more qualified opportunities. He’s an expert at sales and marketing funnels, with a specialization in digital, content, and inbound marketing, and he regularly teaches best practices to clients.
Financial services, as an industry, has been slow to adapt to the changing marketing landscape. The basic tenant behind content marketing is that if you produce high quality, relevant content for your audience you can establish a relationship of trust with them and then when they are ready to purchase you’ll be top of mind. With digital marketing, we’re able to properly track and measure the results of different campaigns and precisely test a multitude of different components. And that’s why clear branding and content strategies are so critical to your success. She has a Masters in Integrated Marketing Communications, and before joining FiG, she owned and operated her own marketing consulting firm for seven years. Your customers are online and offline; they are on social media, in search engines and opening email. While it does educate consumers and drive targeted traffic, eventually there’s going to be a one-on-one conversation. In 1993, he started what was to become Plannerzone, a research firm that provides clients with important insights that inform their creative and strategic process. Often when there is a brand preference it operates at the level of service delivery, where a specific agent representing the brand is preferred over other agents of other brands.
This distinctiveness makes it easy for consumers to identify them among countless competitors.
These characters create novel identities for the brands, making it easier for consumers to recognize and purchase the brand. Their messaging strategy, which honors America’s fighting forces and their families, creates an emotional appeal for the brand that touches any consumer, whether they are in a military family or not. Kelly graduated in 2002 from The University of North Texas with a degree in advertising and worked in corporate marketing for ten years before founding LMG.
Advisors can get specific messages in front of specific groups of people, and it works incredibly well. Whether that’s email, a social media platform, conferences, ebooks, blogs, podcasts, video –whatever it is, speak with them. In this section, we'll talk about the techniques and strategies you'll need to properly manage financial issues in your company. Freeing up cashflow in this manner can be an effective way to solve short-term financial crunches.Small Business Financial Controls - Financial controls for small businesses and startups are a prerequisite to attracting investors. And with rising inflation, job losses, and the recent credit crunch, business owners must be very tactful in matters of finances if they are to continue to stay in the black and out of the red.
Simple processes like using online transfers or remote disbursement services can go a long way in helping you maintain cash flow. For example, print ads in paper publications can use the same content as online advertising. The upside from a marketing standpoint is that you can attract a new audience and gain opportunities for recognition from search engines, potentially raising your page rank through SEO efforts.
Your company may also be marketing to retirees who want to stretch their savings further, families seeking ways to save for college for their children, and other audiences, making a one-size-fits-all approach to financial services marketing impractical at best and impossible at worst. And how are today’s financial consumers, who are largely taking on a greater role in self-education about financial products and services, consuming information before making financial decisions? You can only stay front of mind with consistent messaging and stay in touch until the customer is ready to purchase. Specifically, if you are marketing online, you need to really stand out as a trustworthy website.
Other signals of trust, like a BBB Accreditation badge, can be displayed to build even more trust. So if you work at a bank, for example, how do your employees handle customer concerns and questions?
With her diverse management career marked by a demonstrated ability to create solid business plans, determine product needs, achieve revenue goals, build teams and achieve cross-functional business objectives. Through platforms like Emma or MailChimp, it has never been easier to handle create and distribute your own email newsletter.
Because newsletters are a very direct method of communication compared to social media or blogging, two other strategies commonly used to build connections, they are more effective in building personal relationships. The more relevant content that is created and posted, the stronger the SEO results it will generate.
Marketing is pretty simple in theory: you create something and then tell everyone about it. As a result, any brand that focuses on one channel or medium and ignores others risks losing customers to competitors who are present everywhere. Not all of those people are wealthy or old enough to be targeted by the traditional marketing efforts the financial services industry utilizes, but they will all have a future! Additionally, many people see financial institutions – or anything similarly heavy – to be a difficult and daunting task. The best way to do this is by telling heartfelt stories that demonstrate your genuine passion and determination to care for your customers.


Educate your prospects by simplifying the concepts around the features, advantages, and benefits of your products or services. Because at The Pontes Group, they don’t just think outside the box – they build new boxes every day. We like to sit down with our clients and help them craft relatable and succinct advice to share with readers of popular media outlets. They write reviews on products and services, and they do their research to figure out the best bang for their buck. As Founder and CEO of the digital marketing and business consulting firm, Lake One, Ryan led the development and launch of content marketing at the $6B Agstar Financial Services. We can see this with Fintech (Financial Technology) startups that are implementing newer marketing techniques such as content and inbound marketing. Also, attribution is strong since you can track everything down to where each lead came from, which campaign, which offer, which wording, etc. Typically our clients get their feet with some automated email marketing, but then there’s a whole world of content production that generates leads for sales teams and increases brand awareness as well.
Before that, you must understand their emotional barriers and address them in a simple, transparent, and non-condescending way. Know who your customers are and have a consistent voice every time you communicate with them. They want to take comfort in the fact that there’s a true steward, helping them with the fruits of their labor.
Earl has a BA in English and Philosophy from the University of Minnesota and an MBA in Marketing from the Carlson School of Management. For example, you can do an ad about business succession planning and target it to business owners who live in your city, are over 55, and make more than $500,000 per year. If you don't have good financial controls, you can quickly find your startup is starting down the path to financial ruin.How to Get a D&B Number - Wondering how to get a D&B number? This article will highlight some key elements of effective money management both at the business level and personal level.Five Concepts of Finance - This article briefly goes over five basic concepts of finance that you should have a firm grasp on while running your small business. Discussed here are 5 banking services that help you manage cash flow.The Pros and Cons of Factoring - If an entrepreneur high is billing orders but is experiencing cashflow problems because of clients who are tardy on paying their invoices, they may turn to factoring. All you really have to do is affiliate yourself with a company that you are comfortable promoting and then the two of you trade advertising (by placing each other’s banner ads on your respective webs sites, for example) or find a way to collaborate on promotions that benefit you both. Or if you want to shell out a few bucks to air commercials on local television, you might also put them on your YouTube channel. It’s important to hear that kind of feedback from the customer, so that you can make necessary changes and reassure potential customers that your financial service is the right choice for them. Financial services rely heavily on referrals; email newsletters are a great and simple way to interact with those who can give you referrals. Being present at that zero moment of truth is what determines whether the customer converts on your website or one of your competitors’. Communicating in the terminology they can understand and feel comfortable with – in a very simple manner – helps break down trust barriers.
Financial services firms should be finding ways to make their products and services relevant to that generation now. By selling the benefits, consumers better align your services with a solution to the financial problem they are looking to solve. Automation and building technology that makes the task of creating accounts and applying for services simple will attract more potential customers that might be wary of the fine print and tech in general. Whether it’s a print ad, a commercial, or even your website, if you anchor your message in a story your customer feels connected to, you have already begun to build a powerful relationship that typically turns into a much larger return on your marketing investment. Creating multimedia assets like explainer videos, infographics, and editorial-style content is often more effective at catching the eye and engaging the reader. It’s essential to focus on connecting with people as individuals and meeting their needs, and in the end, they will do your marketing for you. His Credit Union Consulting Group partners with credit unions of all sizes to build, launch, and manage member acquisition and engagement programs.
Creating content that shares your expertise in these micro-moments creates a strong brand impression. The ROI is a lot clearer than the old approach of putting up a billboard with a bank’s name on it and having a fuzzy idea of the return. Or you could do an ad about 401(k) rollovers targeted to people who have had a recent job change. Companies who provide factoring agree to pay business owners for their accounts receivables at a discount.
Here are just a few affordable approaches to increasing your presence, raising your brand recognition, and hopefully seeing more sales as a result. And if you’re looking for ways to attract suitable companies for such purposes, think about joining industry forums or networking sites like LinkedIn as a way to get the ball rolling. This strategy will increase your exposure and help you to reach a wider variety of consumers without doubling your marketing spend. Making social media work for you requires that you participate, engage with followers, and keep your feeds creative and compelling. You never know when a friend of a client is going to ask them for advice on a financial service.
Overall, those in financial services must communicate their abilities to past, current, and potential clients to best increase their leads and referrals and improve their business.
One effective way to do that is to send the message that financial health is part of a person’s overall health and well-being. Work with your marketing resources to develop, optimize, syndicate, and promote unique, compelling, and insightful content that feels more like editorial than advertising.
They deal with signing up affiliates, handling link codes, generating traffic and commission reports, and sending out payments. Bottom line: today, you’ve got to earn customers, especially when we’re talking about marketing financial services. Leverage a remarketing tag or get them to follow your social media so you can continue to communicate with them as they move closer to the moment of decision. Marketing success is understanding all of the channels available and knowing which ones to invest in to maximize your ROI.
Getting a good grasp on them will help you run a more financially sound company.Basic Guide to Capital Budgeting - Capital budgeting can be one of the most important things your company does. But is factoring a good solution?Projected Budget - Whether you're a startup or a thriving small business, a projected budget is going to shape your decisions for at least the next twelve months. Health and well-being have proven to be topics of great interest for millennials, and that interest can be tapped into if it is made relevant for other markets. To make it relatable, tie your financial message into an experience your readers do know intimately.
People need to trust you, so you need a marketing strategy that is genuine and focused on customer service. Learn the basics of capital budgeting and why it is important to your small business.Basic Guide to Determining a Discount Rate - In addition to capital budgeting, determining a good discount rate can really help your business make wise project decisions.Choosing a Business Bank - Switching to a new business bank?
Letting past, current, and potential clients know your activities including new features, speaking opportunities, great success stories, and even personal events like weddings, births and graduations is a great way to keep clients engaged.
Start with a case of common financial stress – be it job loss, retirement, or outstanding debt – and then illustrate how your product, process, or improvement will help solve that problem. Turn your message into a real-world solution that your readers can act on, and they will be more receptive. While cash is easily explained and benefits may include 401k plans, healthcare, and insurance, stock may be granted in through a number of different financial instruments. If so, you'll find this advice on selecting a business bank to be very helpful.5 Profit-Pulling Tips for Managing Vendors to Pump Cash Flow - Vendor and Supplier loyalty is something all small businesses look for as it gives them the leverage to manage Cash Flow.
This article seeks to explain some common methods companies use to granting equity as a component of compensationIntroduction to Time Value of Money - Looking for a primer on the time value of money? They play a vital role in determining your profitability and the best way to manage inventories is to get these two major players involved in the business process.Developing a Budget - Understanding money and learning to control the flow of finances can be two of the most valuable tools for any entrepreneur.My Competitor Raised $50 Million - Great! Some big corporations still have a hard time getting a grasp on this concept, so if your company can implement it into your planning process, you will have a leg up on the big guys.
We discuss a scenario in which your competition raises a massive venture capital funding round.My Competitor Raised $50 Million - Yikes! But you should also be aware that this could be the beginning of the end for you.The Golden Guide to Managing Cash Flow - Managing cash flow is the antidote to business failure. We discuss some surefire ways to make sure your business checking account balance stays in the black.Spending Business Capital - It is important to consider when and where to spend your capital.
This is discussed as well as some suggestions on when and where you will need to spend.Cash Flow Issues to Consider - By properly budgeting your company's cash flows, your company can be better prepared for future cash constraints. Know where your company stands in terms of current and future cash flows and avoid many headaches that accompany being short for cash.Business Budgeting Fundamentals - This article covers the fundamentals of business budgeting.
If you are not creating a business budget, you may be impeding on your chances of owning a successful business.How to Get a DUNS Number - Small business owners have a lot of questions regarding how to get a DUNS number.
This article offers detailed information on getting a DUNS number from Dun and Bradstreet.6 Commandments for Never-ending Cash flow - Growing businesses need cash to keep moving. Keeping cash readily available is almost impossible as there are payments, suppliers & inventories to manage.



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