Insights

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Advisor LinkedIn Profile Optimization Blueprint | | Midstream Marketing
Financial advisor marketing insights
An advisor once forwarded me a screenshot of a message a prospect had sent him: “Saw your profile, figured I’d reach out before we talk Thursday.” He was pleased about it until he admitted he
Modern Investor Psychology on Social Media | | Midstream Marketing
Financial advisor marketing insights
I was reviewing a campaign strategy with a financial firm that wanted to attract younger investors. Their team kept saying the same thing: “We’re publishing solid content, but the audience we want is getting its
Ad Creative Swipe File for Advisors | | Midstream Marketing
Financial advisor marketing insights
In one strategy conversation with an advisory firm, the team had no shortage of ideas, but every campaign still started the same way: a blank document, too many opinions, and a lot of wasted time
Budgeting for Digital Advertising What Advisors Should Expect | | Midstream Marketing
Financial advisor marketing insights
A firm owner told me once that he’d spent more on a single conference sponsorship than his entire digital advertising budget for the year, and he genuinely couldn’t say which one had brought in more
When to Use Paid Traffic A Guide for Advisors | | Midstream Marketing
Financial advisor marketing insights
An advisor called in the middle of what was actually a strong year, oddly enough, worried about it. His whole book had come from referrals, growth had just started to flatten, and he had no
Click-to-Client Turning PPC Traffic into Booked Calls | | Midstream Marketing
Financial advisor marketing insights
An advisor sent me his ad account last month and admitted something most people running paid search think but don’t say out loud: the campaign was getting decent traffic, and his calendar was still nearly
Midstream-Marketing-vs-Indigo-Marketing-Agency
Financial advisor marketing insights
The short answer: Both Midstream Marketing and Indigo Marketing Agency are legitimate, advisor-specific marketing firms worth serious consideration. Indigo is a strong fit for independent advisors who want a niche-focused content and SEO program with
Midstream-Marketing-vs-FMG-Suite-02
Financial advisor marketing insights
The short answer: FMG Suite is a well-built marketing platform for advisors who want to maintain a consistent content presence and stay compliant with minimal effort. Midstream Marketing is a full-service agency for advisors who
Before-and-After Rebrand Case Studies | | Midstream Marketing
Financial advisor marketing insights
A firm I spoke with had recently updated its logo and refreshed its website, and it still felt disconnected from the type of client it actually wanted to attract. What they were dealing with wasn’t