Thought Leadership
Law firms are tackling their clients’ operations issues, labor and employment matters, insurance coverage questions, and more. RIAs are focusing on following the markets in this unprecedented time, reviewing client portfolios, and reassuring clients.
But what happens next?
Read MoreAs an Indiana-based firm, we are required to post a COVID-19 Employer Safety Plan outlining our safety precautions for employees and clients.
As a fully-deployed, remote team, we are fortunate to be able to continue our operations while working from our homes.
Read MoreIn-person interactions are a great business tool. However, with those on hold for now, your firm may need to be more creative in reaching clients, prospects and COIs. We see two emerging tactics that can provide much needed touchpoints and leave a lasting positive impression of your firm – direct mail and e-gift cards.
Read MoreHave you ever called a company to inquire about a service that, surprisingly, the person on the other line knows nothing about? You’re left wondering why the company advertised it but forgot to tell the employees.
Financial advisory and law firms, like many other companies, prioritize marketing and sales efforts that revolve around external communications. While this is critical for business development, it’s just as important to apply the same strategy inward to communicating and marketing key initiatives to employees.
Read MoreWhy is strategic thinking important in marketing?
You have business goals. And you know who your target audience is and have data showing their habits or preferences. But then what? How do you connect with your target audience on a basic human level while showing how you are the best company to solve their problem or provide a service? That’s where strategy comes in.
Read MoreWhile some may think personality assessments are hokey, the results are designed to help you become more self-aware and better understand others. Identifying your strengths and weaknesses allows you to appreciate your client or colleague’s similarities and value their differences. It also gives business leaders insight into how they can improve performance, increase productivity and drive profits.
Read MoreAs we embark on a new year (and a new decade), many of us take the opportunity to hit “reset” or improve personally. Some may whip up New Year’s resolutions last-minute, while others set intentions or one-word-themed mantras for the year.
But, what about your business resolutions? Do you set goals each year, but consistently find you struggle to hit them? For our example, let’s say this year, you want to grow your revenue by adding 10 new clients. How will you make that happen?
Read MoreAllianz Global Investors recently spoke with KSGilmore Founder and CEO Katie Gilmore on how RIAs can boost their marketing efforts and set themselves apart from the competition.
Read MoreWe recently had the privilege of supporting WFYI 90.1 FM Public Radio through corporate underwriting.
Read MoreFor some of us, talking about ourselves is easy. For others, it can feel like a stretch trying to eloquently boast about our expertise and accolades, especially when it comes to writing our biography down on paper.
Read MoreBy devoting just 15-30 minutes of your time each week to your firm’s social media accounts, you can easily and quickly demonstrate thought leadership, showcase expertise and establish credibility for COIs vetting you online. And you may find your business grows as a result.
Read MoreMany advisors and other professionals are often so focused on assisting clients and building their business that they miss out on a great opportunity to reach new audiences. By submitting a guest column to an industry publication or website, you can establish yourself and your brand as a thought leader.
Read MoreA strong brand is essential for RIAs today because it can promote growth for firms. KSGilmore Consulting CEO Katie Gilmore shared this message with RIAs from around the country Wednesday during DiMeo Schneider & Associates’ annual Advisor Conference in Chicago.
Read MoreThe financial advisory industry is a competitive space, and RIA firms must be proactive in order to reach new clients. It’s essential that firms stay top-of-mind with prospects and educate them on how your firm can help manage their wealth and achieve their lifestyle goals.
Read MoreLinkedIn is more than a social network for professionals. It is a powerful tool that lets you develop and strengthen brand awareness and connections with current COIs and new ones you’d like to reach. How? Through targeted advertising.
Read MoreAre you getting the most out of your COI meetings? For many RIAs, COIs are a vital part of their business development process. More than a third of RIAs surveyed said COI referrals played a significant role in their firm’s recent growth.
Read MoreCision’s power-packed 2019 Global State of the Media Report looks at the good and bad plaguing the world of journalism today. Its report provides great insight for PR professionals looking to increase the likelihood their pitch will turn into a story.
Read MoreHow can your firm better reach adults under the age of 40, some of which are already high net worth individuals who need help with financial planning? Hire millennials as advisors.
Read MoreIf your website, pitch deck, social media pages, and other collateral don’t provide a uniform, cohesive message, it’s time for a brand refresh.
Read MoreBrand development is the process of uncovering your firm’s essential elements to create a clear value proposition. Putting your brand into action is the result of aligning your brand across all your marketing touchpoints.
Read More