When I first heard the term “case studies,” I groaned and wondered if this was yet another complicated marketing technique that I was going to need to add to my repertoire. Then I realized I was already implementing it. The term “case study” is really a fancy (and kind of pretentious) way of saying “storytelling.” As defined by Adobe , “A case study is a narrative that documents a real-world situation or example. A marketing case study is a detailed examination and analysis o

Before you start spending what could be a large percentage of your budget on your marketing, make sure you know who you’re marketing to. It can make creating content much easier and will likely resonate more with those you want to work with!

In the world of financial advice, timing is everything. You can’t predict the exact moment someone will realize they need your help — but you can make sure you’re the first name that comes to mind when it happens.

Key Takeaways Storytelling makes financial concepts relatable and builds trust. Protect confidentiality by anonymizing details, blending...

Key Takeaways Market updates alone aren’t enough to keep clients engaged—your perspective and custom content make the difference. Email...

Every September, your inbox and LinkedIn feed fill up with one thing: Life Insurance Awareness Month. The same happens during tax season, Financial Literacy Month, or when the markets swing. Suddenly, every financial advisor and their marketing team is talking about the same topics.