Marketing

Advisors Trusted Advisor has introduced new audio and video services to help financial advisors and wealth managers reach prospects and clients.

Sage North America has introduced its Sage ACT! 2012 contact and customer manager, along with Sage ACT! Connect, which integrates with Google applications.

How would you define your personal brand? What is a personal brand?

The biggest draw to joining a firm network or association is the other member firms and the expertise and geographical reach that they can provide.

IMGCAP(1)]While I’m not in the business to take issue with great minds like Newton’s (or even my wife’s and kids’), since I don’t have a great mind to go to battle with, Newton’s third law of every action having an equal and opposite reaction probably does not cut it too well when referral opportunities are given out.

Mayer Hoffman McCann has updated and enhanced its Web site to provide more multimedia content and connect visitors to the experts and services offered by the firm.

Accounting firms don't necessarily need to take a Mr. Rogers' neighborhood approach in dealing with small business clients - but it certainly doesn't hurt.

Client lists and client loyalty are built by a number of factors, including personal relationships and satisfaction with the work completed.

The Association for Accounting Marketing has a new leadership team in place.

IMGCAP(1)]Business development seems to be the buzzword of 2011 (probably fourth behind cloud, social media, and merger).

IMGCAP(1)]I came into the financial industry through ad agencies in the 1980s. Back then, I was the head marketing writer for a large national financial firm. So, I’ve got a pretty broad and extensive background. Does that experience qualify me to manage your marketing? No.

IMGCAP(1)]I think it’s safe to say no one really likes to receive negative feedback on a service their firm provides.