Earn Media in 2013 – 5 New Year Resolutions

, , , , ,

Best Wishes for the New Year!

Consider adding these resolutions to YOUR list and increase your impact in 2013.

  1. Deepen Your Relationships… Use social media and filtering tools to deepen 1:1 relationships, retain and grow contacts.
  2. Earn Your Reach… In addition to paid media, differentiate with quality content to drive reach with earned media.
  3. Hug Your Sales Team… Don’t let inbound marketing make you forget your valued selling professionals and partner channels.
  4. Enhance Your Revenue Systems… Use best practices in media management, marketing automation, CRM, and social media
  5. Innovate and Stand Out… Dust off that strategy and use design thinking to create innovative digital experiences.

 

Team Revenue Architects
revenuearchitects.com
877.REV.EARN

 

/0 Comments/by

Financial Advisor Compliance: FAQs and the RIA Stands For You Campaign

, , ,

As you consider your digital strategy and in particular, financial advisor compliance strategies that take advantage of the Charles Schwab RIA Stands For You Campaign, there are a number of questions you may have related to regulatory compliance. The following responses were provided by, Mitch Avnet. Mitch is a Revenue Architects supporting partner and leading industry compliance expert who’s background includes experience with Lincoln Financial Group, Wachovia and PNC Financial.  Need assistance in your compliance program?  Contact us!

Below are some FAQs for compliance and Mitch Avnet’s replies:

Read more

/0 Comments/by

Financial Advisor: Digital is the New Marketing

, , ,

Part I: Establish an Effective Website Hub

This is the first of a five-part series –Financial Advisor: Digital is the New Marketing — providing core “new marketing” strategies for financial advisors including some special aspects for Schwab RIAs to leverage the RIA Stands for You campaign (RiAS4U).  Subsequent parts will cover, branding, engagement & targeting, social media and campaigns.  

Your website is the HUB of integrated marketing. It is:

Read more

/1 Comment/by

Tweets from the #RIAS4U Event

, , , , ,

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

/0 Comments/by

RIA Stands for You: Tips to Get Started!

, , , , , ,

 

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.

Read more

/0 Comments/by

10 Lessons from Jet Blue Marketing

,

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
/0 Comments/by

Judy Gern’s Primer on Digital Advertising

, , ,

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)

Read more

/0 Comments/by

Lead Scoring in Act-On

, , , , ,

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.

Read more

/0 Comments/by

Leveraging Social Media in the Private Equity World

, , ,

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.

Read more

/0 Comments/by

What’s The Right Mix Of Inbound And Outbound Marketing?

, , , , ,

At Revenue Architects, we are big advocates of inbound marketing with leading solutions like HubSpot, Act-On, Marketo, and Mailchimp for email marketing but we also work with a number of industry sectors where a stronger outbound approach is still needed. For example at professional services businesses like consulting, law firms, financial advisors, the promise of “inbound” is a bit over-hyped and a more balanced approach is critical.

Read more

/0 Comments/by