back office

Logos are the first chance you get at making a great impression. Grab your clients' attention with these tips on logo design.

Logos are often the first thing that clients use to gather an impression about your business. Make sure you’re taking the right steps towards an effective logo.

Read More

From category Marketing
back office

An effective marketing campaign can mean all the difference in your business.

Marketing is the heart of your business and a key aspect when it comes to keeping clients and attracting potential ones. Without marketing, current customers as well as prospects may not be aware of all the services that you offer, which could decrease the opportunity to expand your client base.

Read More

From category Marketing
back office

Generating content for social media may seem hard, but once you understand how to, it can become second nature.

From emailing coworkers to sharing a post online, technology has become an integral part of our day-to-day lives. It has taken over the way we communicate with others which is why you, as an advisor, should make sure that you are reaching out to your clients in a way that is most convenient to them.

Read More

From category Marketing
tips

Client events are a great chance to spend quality time with clients and learn more about them on a deeper level.

Client events are a great chance to spend quality time with clients and learn more about them on a deeper level. Consider hosting one of the mentioned events that are perfect for the springtime and will leave a lasting impression of you and your practice.

Read More

From category Marketing
back office

"The NEC is a great way to revitalize your business,” said NEXT Representative Cindy Carraway. "Each year, I come away with ways to make my practice more efficient and have a great time in the process!  What more could you ask?"

NEXT Financial Group Inc. (NEXT) hosts the National Educational Conference (NEC) to provide our Representatives with new tools to grow their businesses. The 2016 NEC will pave the route to success through creating opportunities for our advisors to network and share their success stories at the classic Palmer House hotel in Chicago, Illinois from April 27 – May 1.

Read More

From categories Events, Marketing
tips

For financial advisors, networking can be a powerful tool. While attending holiday gatherings, catch up with old friends and try to make new ones.

Breakout the eggnog and winter decorations, the holidays are officially upon us! Along with the holiday season comes plenty of parties and opportunities to mix and mingle with family, friends and peers. Therefore, make the effort to connect with friends and family to see how they are doing and, while you’re at it, practice a […]

Read More

From category Marketing
tips

Do something meaningful to show your customers you care about them. Your customer will have a more pleasant experience if you take the time to say thank you verbally or through a genuine gesture.

With Thanksgiving right around the corner, now is the perfect time to thank your clients for their business and loyalty. Without them, you would not experience business growth or success. Do something meaningful to show your customers you care about them. Here are some suggestions.

Read More

From category Marketing
tips

If you find yourself in double double toil and trouble when it comes to selecting a digital marketing approach—fear not! We’ve compiled a few spellbinding strategies for you to start promoting your practice and putting yourself out there online.

If you find yourself in double double toil and trouble when it comes to selecting a digital marketing approach—fear not! We’ve compiled a few spellbinding strategies for you to start promoting your practice and putting yourself out there online.

Read More

From category Marketing
tech

Going mobile is an essential part of any digital marketing strategy. Help your customers access your website on their mobile device.

Regular desktop websites are frustrating and difficult for smart phone and tablet users to navigate. Almost half of the U.S. Population uses a smart phone, with more than 150 million people accessing the internet on a mobile device every day. Is your website optimized for mobile use?

Read More

From category Marketing
tips

As the focus continues to shift to smaller screens, an opportunity to strike up more personalized relationships with customers through mobile devices arises.

One of the most important aspects of any successful business building plan is to allow yourself enough time to carefully plan out how to execute your objectives to reach your desired goal. Mobile marketing is a topical marketing trend to consider while venturing into 2016.

Read More

From category Marketing

login box

login box text