Top Insights of the Quarter
Q2 2022
When the markets move, so might investors.
This past week, when major indexes started tumbling, many of our clients saw soaring numbers in clicks, web traffic and lead actions. And it’s no surprise—when markets go awry, investors have questions.
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June 24, 2022
New Site Launch: Spectrum Wealth Management
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For years, the home on the web for Spectrum Wealth Management was a template-based website. But what they were doing for their clients was anything but templated—it was a hands-on, thoroughly custom approach with a great deal of expertise behind it.
It was time their online identity reflected the nature of their work. So we launched spectrum-mgmt.com with a focus on conveying the sophistication and depth of this independent firm.
April 29, 2022
Make it easy.
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The people you want to reach have no shortage of options. What they’re short on is time.
And yet, it sometimes happens that when they’re actually ready to take a step forward, the process is unintuitive and time-consuming. Advisors work hard to overcome every hurdle on the way to a new client, only to trip on the very last one.
May 13, 2022
How often should you refresh your brand?
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3-5 years is the prevailing wisdom. But if you’re wondering what’s reasonable for your business, it helps to understand why that time frame exists, as well as the drawbacks of thinking of it as a hard-and-fast rule.
Because a refresh can be a considerable undertaking, and not all brands have the same expiry date.
May 20, 2022
Top 5 Lead Conversion Strategies Our Clients Employ
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Advisors are often looking for ways to build trust with prospects between the time they’re first introduced and the moment they decide to become clients.
So from all the recent lead conversion projects we’ve launched, we’ve taken the top five strategies employed by successful teams across North America.
May 6, 2022
Our Latest Ideas on
Growth, Engagement and Referrals
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