by Christopher Wendt | Mar 21, 2023
I talk to a lot of financial advisors every week on sales calls, and nine out of 10 times, they list a litany of marketing strategies and programs they tried that did not work. That does not mean those programs or services don’t work in general, but it does mean...
by Christopher Wendt | Mar 21, 2023
In my conversations with financial advisors, I am surprised that many don’t realize the potential AUM (assets under management) growth that is possible for their firm through the Google Local Pack. The Google Local Pack garners a significant portion of the clicks on...
by Christopher Wendt | Mar 9, 2023
I was just in a meeting with a client the other day, who wanted to move the writing of his blog content in-house so he could write it himself. We had been using an amazing copywriter, a veteran writer in the financial advisor space for over 20 years. However, he...
by Christopher Wendt | Feb 19, 2021
It’s important to make sure that you’re building a marketing strategy that rides independently above whatever vendor you use. At its core, a Facebook Pixel is a powerful analytics tool that gives you the chance to accurately measure the effectiveness of your...
by Christopher Wendt | Feb 13, 2021
Note: This article has been updated for 2021 after two more years of being in the marketing trenches. You can see the updates below about SmartAsset and DaveRamsey.com. As someone who has devoted a large part of my life to helping financial services professionals...
by Christopher Wendt | Feb 11, 2021
Have you ever hired a marketing firm that you really thought understood your business and spent literally thousands of dollars on “the right” marketing campaign, only to walk away with little – if anything – to show for it? Of course you have...
