Tag Archives: #Marketing

Episode 224 – Why Marketing is Crucial for Advisors Seeking Practice Growth with Greg Banasz

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Greg Banasz is the Managing Director, founding partner, and Chief Marketing Officer at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.  

In this podcast, Greg and Doug discussed the key factors contributing to Steward Partners’ success, as well as customization and flexibility in creating effective marketing strategies for financial advisors.

Also discussed:

  • The focus Steward Partners has on independence, culture, and giving everyone a voice – the principles that have guided them for the past decade.
  • The firm’s growth from 12 people to 550, maintaining its core values and building a supportive culture.
  • Advisors at Steward Partners benefitting from customizable marketing resources, digital tools, and a strong online presence.
  • How marketing strategies should be tailored to individual advisor goals, whether it’s improving digital presence or engaging in media outreach.
  • The continuous evolution of Steward Partners, recently becoming a multi-chassis platform and incorporating next-gen digital tools for tracking and marketing.

 

Resources: 

Steward Partners

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Episode 86 – How to Add Ideal Clients by Getting Personal– With Drew Force

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Drew Force is the founder and creative director of Force Brand Design, a brand development agency in Portland, OR.  Drew has been helping people and companies go beyond storytelling to tell the truth for decades. 

In today’s episode, Doug and Drew discuss marketing – where they both see the industry doing well, and where they see room for improvement. They also discuss 

  • Why it is important to be deliberate with the language you use
  • Why you should think beyond investable assets when identifying your ideal client
  • Why it is important to find and define your purpose
  • How to think about and clarify what makes you unique
  • Drew’s Short Form Bios™, and how they help tell a more personal story
  • What does it mean to “tell the truth” in marketing

Resources: Force Brand Design



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Episode 54 – Rapid-Fire Q&A with James Pollard

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

James Pollard founded The Advisor Coach, LLC, with a simple goal: to help financial advisors build their businesses. He is one of the youngest coaches in the financial services industry, and his brash, honest approach backed by his deep expertise has helped tens of thousands of advisors to date.

Today’s episode is a little different. Doug unleashes rapid-fire questions on James – some scripted, some not – all with the goal of helping you take a hard look at how your firm approaches marketing. What is working out there? What is not? Where should advisors spend their marketing time and dollars? 

  • What three pages are most important on your website?
  • Should you bother to blog?
  • Is email marketing worth it? 
  • Which is more effective – social media or email marketing?
  • Things to keep in mind if you’re thinking about podcasting.
  • Why you should love LinkedIn.

Resources: The Advisor Coach | The Financial Advisor Marketing Podcast

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