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Creating Buyer Personas for Your Financial Services Business

Creating Buyer Personas for Your Financial Services Business

by Brent | Jul 6, 2020 | Marketing

A few days ago, I met with a financial advisor who asked me if it would be better to hold a seminar to attract new clients at lunchtime or in the evening. Here’s how the conversation unfolded: Me: Who’s your ideal customer? Financial advisor: Women over 50 Me: Are...
7 Important Principles of Media Coverage Every Advisor Needs to Know

7 Important Principles of Media Coverage Every Advisor Needs to Know

by Brent | May 27, 2020 | Marketing

We’ve all seen the power of media coverage to change attitudes, build businesses, and bring corporations to their knees. A few years ago, a media frenzy surrounded the Royal Bank of Canada’s (RBC) plans to use foreign workers to replace 45 people in their IT...

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