Save Time and Increase Your Bottom Line with the Right Tools for the Job
We’ve all heard the old saying: “Time is money” and in the business world this is especially true, so having the right tool for the job will obviously save you time, money, and maybe even some brain cells. The more time you spend on your daily tasks as a business (widget building), the more man-hours […]
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12 Mistakes to Avoid: Commonly Misspelled Words in Birthday Cards
Everyone loves receiving thoughtful cards on their birthday. Whether you’re sending one to a family member, a colleague, or even a client, the act of sending a personal message will always win you some serious brownie points while putting a smile on the recipient’s face. Although the best birthday card messages always come from the […]
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How Not to Get Fired as a Financial Advisor – Improving Customer Relations
Client retention is key for a successful career in the financial advice field. The last thing any financial advisor wants is to lose clients. According to a report in FA Mag, Bain & Company, increasing your client retention by just 5% will increase your profiles by 25%. Perfecting your customer relations isn’t exactly easy, though. […]
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Things Every Financial Advisor Needs to Know About Client Communication
As a financial advisor, your job is to manage your clients’ wealth and provide sound financial advice. Without the ability to communicate with your clients, your job can quickly become a lot more complicated. Communication matters. With clear, timely, relevant communication, your relationship with your clients can feel pretty easy. However, without a few key […]
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A Simplified Guide to Brand Development
Whether you’re starting a small business, or you’re looking for new marketing strategies to give your business an edge, brand development is something you simply can’t afford to ignore. You probably already know about the importance of building a recognizable “brand.” If you’re looking for ways to make your branding more successful, brand development is […]
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Are Chatbots Right for Your Business?
These days, more and more services can be powered by AI. With automation, comes fewer costs and less hassle. In fact, by 2022, “companies are expected to have an average of 35 AI projects in place,” according to SEMrush. When it comes to customer service, AI chatbots are one of the emerging technologies that more […]
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Customer Relations Manager 101: What Is It and Why Do You Need One?
A Customer Relationship Manager is a job role that is responsible for building trust and ongoing relations with top clients in a business. This role requires someone who is great with networking, marketing, analyzing, and communicating. A Customer Relations Manager can help you to keep on top of client relationships—and this has never been more […]
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How to Use the Science of Customer Emotions to Market Effectively
You’ve no doubt heard about the importance of customer emotions. By tapping into a customer’s emotional needs, you can increase their brand loyalty and create a customer for life. As a recent study in the Harvard Business Review, a team of researchers found out how to define and quantify customer emotions so they could be […]
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How to Benefit from Using Weird Holidays in Your Marketing
Most of us probably have a pretty ambivalent relationship with weird holidays. When days like “National Deep Dish Pizza Day” roll around, we may be tempted to have a pizza—or, we may just ignore it and think of it as a gimmick. However, for marketers, unusual holidays can be an extra opportunity to reach out […]
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How to Be Successful in a Saturated Market
Whether you’re starting a new business or you’re an established brand, effective marketing can be difficult, especially as the marketplace becomes more and more competitive. Today, we’ll be discussing the concept of saturated markets, what a saturated market means for your business, and what to do not just to survive, but to excel in a […]
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