Revenue growth focused posts

Tweets from the #RIAS4U Event

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The Twitter Buzz was so great for #SchwabIMPACT and #RIAS4U during Schwab’s annual IMPACT conference this year, it reached Twitter’s trending list!!  The Keynot by EVP Bernard J. Clark, unveiling enhancements to “RIA Stands for You” campaign propelled the buzz.

Below are a selection of tweets as well as some highlights of a related webcast next week.

In next week’s webcast John Stone will be discussing five strategies for using the #RIAS4U campaign:
  • Website Hub – Use RIAS4U to enhance your website content and value
  • RIAS4U Branding – Gain from program’s “halo effect” by using the brand and content
  • 1:1 Targeting – Use new tools to filter and focus on 1:1 engagement using RIAS4U
  • Social Media – Expand your reach and influence with social media engagement
  • Campaigns – Combine RIAS4U elements into your custom campaigns.

 

RIA Stands for You: Tips to Get Started! – https://bit.ly/TVfXmU

Are RIA Firms Using CRM Effectively? – https://bit.ly/ToZZUj

Bernie Clark at Schwab Impact: RIAs’ Competitors ‘Want What You Have’ – https://bit.ly/RFcCrL

Check out our #RiAS4Y blog post and download our Revenue Performance Healthcheck – https://bit.ly/ZBnueC

Check out all of the news on the Schwab Talk blog – https://bit.ly/TnKCaa

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Celebrate Small Business Saturday

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Don’t forget to support your local small businesses on Small Business Saturday, November 24, 2012.  The annual event, founded by American Express, encourages shopping at local, independent small businesses on the day after Black Friday.

According to the inaugural Small Business Saturday Insights Survey, released November 8th by the National Federation of Independent Businesses (NFIB) and American Express, 46 percent of independent merchants plan to incorporate Small Business Saturday as part of their holiday strategy, and the majority (67 percent) of them say they will offer discounts on November 24th.

In order to get customers to “shop small,” the majority (67 percent) plan to offer special discounts on Small Business Saturday. In addition, 46 percent will offer coupons for future discounts; 25 percent will offer free gift wrapping; 23 percent will give away prizes or host contests; and 20 percent will give away free gifts with a purchase.

What do you say we get out there and support our local small businesses this weekend?

 

 

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Check out #RIAS4U at Schwab IMPACT!

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If you are attending this week’s at Schwab’s Impact, be sure to learn more about the RiA Stands For You Program.

Use Digital to Do What You Do Best!

The proliferation of web access anytime, on demand, using personal computers and smart mobile devices, is introducing new opportunities for Registered Investment Advisors (RIAs) to do what they do best – deepen and enhance relationships.

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Salesforce and Act-On Integration

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By: John Nielsen

 

Although it is a tedious undertaking, it is important to integrate your Act-On Software account with your Salesforce account.  Having a seamless flow of information between databases prevents dated information from reaching your sales team; that is if you set it up correctly.

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RIA Stands for You: Tips to Get Started!

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Schwab is investing millions of dollars in the RIA Stands for You online campaign.  It is an opportunity for clients of Schwab Advisor Services to put the marketing muscle of Schwab to work for their own firms.

By focusing the campaign online, Schwab is validating the power and growing importance of digital and social media channels and marketing programs to attract new clients and referrals. The beauty of the web: it is measurable and trackable.

One of the major challenges of attracting the attention of prospects online is fresh content.  And Schwab is providing a great deal of this (educational documents, logo, videos and more), for RIAs to customize and integrate to enhance their own online marketing efforts.  Plus there is a dedicated website and a social media presence.

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10 Lessons from Jet Blue Marketing

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At the FutureM/IMS Keynote – “Advice from a CMO: How to Avoid Digital Fads and Focus on Things That Work“, Marty St. George, SVP of Marketing and Commercial Strategy at JetBlue shared a top-10 list.  How does this apply to your business?

1.Know what you stand for and how the program fits in
2.It has to fit the logo (e.g. could not swap the logo with a competitor logo and have it work)
3.If it has been done before, it’s not that special
4. If it doesn’t shape culture and conversation, we are not interested
5. If it fits in a standard TV spot ad or banner ad, it doesn’t fit
6. Must work across all media
7.  We want ideas that leverage multiple channels simultaneously and sequentially
8. Ideas of the future don’t fit into containers of the past
9. Ideas must be customer centric
10. Fix your problem while also solving my problem (for the agency).
#futurem  #ims12
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Judy Gern’s Primer on Digital Advertising

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Judy Gern, Revenue Architects Senior Client Partner, recently published this article in EContent,  a leading authority on the businesses of digital publishing, media, and marketing.

Here is an excerpt (click the image below to launch the full article)

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Lead Scoring in Act-On

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By John Nielsen

Lead scoring is the process of evaluating and assigning points to prospects and leads using marketing automation tools. Points are distributed based on the attributes associated with a qualified lead.  It is important to understand whom you are marketing to when managing a campaign, sending irrelevant content to your followers is a quick way to lose.  To make sure this doesn’t happen to you, below are a few tips one can easily follow to update your contact lists and help identify priority focus using lead scoring.

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Cirrus Insight -> Salesforce -> Gmail: Nice Integration

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There are a range of terrific CRM solutions out there and we have tried several for both client installations and our own team’s use. We settled on Salesforce.com based on the richness of functionality, the level of demand we see with our own clients and some excellent integration opportunities.

In addition to integrating fully with our marketing automation solution to pass through inbound marketing leads and see lead scoring, we have implemented Cirrus Insight as a browser widget for contextual integration with Gmail. We like Cirrus a lot, though until recently, we were a little bit frustrated by how it co-exised with Rapportive – another fantastic solution recently acquired by LinkedIn. That problem has now been solved!!

Check Out Cirrus Here! (this is an affiliate link which would earn us some brownie points with Cirrus and you might get a discount!)

 

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Leveraging Social Media in the Private Equity World

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Since the private equity business is dependent on relationships with a finite number of LPs, executives and entrepreneurs, you need to be sure you can identify every potential opportunity to engage with your target audience.  With 3 out of 4 Americans using social media, various platforms like LinkedIn, Twitter and Facebook have become an extremely cost-effective way for a firm to broaden its reach and strengthen its corporate relationships.  Surprisingly, however, when BackBay Communications surveyed the private equity market for its Private Equity Brand Equity II report, published last fall, only 7 percent of responding professionals said their firms were using social media regularly.

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