Top Insights of the Quarter

Q3 2022

The Ripple Effect: Going to Market as a High-End Firm

When it comes to brand building, the best results often aren’t the immediate ones. Yes, a strong brand strategy can help you with a particular campaign or in your next prospect meeting, but the full value will reveal itself over time, through what we refer to as the ripple effect.

1

July 08, 2022

“I’ve never developed my brand.”

This is something we hear quite often from advisors. And although they say it in earnest, it’s a fallacy.

2

June 30, 2022

If you have a business, you have a brand. It’s reflected in every interaction you and your team have with existing and potential clients, and in every tangible representation of your business, from stationery to pitch decks.

Your brand is there whether you acknowledge it or not; what’s up to you is the message it sends about your practice.

Watch Now:
A Campaign-Boosting Graphic Video

Our latest video launch combines animated graphics, descriptive text and audio voiceover to form a polished piece with an efficient production schedule.

3

July 29, 2022

Built as part of the ZECP+ product brand for Zacks Investment Management, it was designed to amplify the power of the campaigns we’re currently running for this innovative product.

If you’re curious about what a graphic video looks like, watch it here.

What Every Advisor Says (and What to Say Instead)

There are certain phrases that financial firms seem to fall back on time and again, despite their lack of value. But the problem isn’t that these sentiments are unimportant or untrue; it’s that they’re not believable.

4

August 26, 2022

So we’ve put together a few of the most common ones, and our suggestions to help you opt for something more effective.

Does my LinkedIn profile matter?

You might think of LinkedIn as that stale profile you never seem to get around to updating. If neglecting it doesn’t seem to be having any detrimental effects, you may be wondering why you still have this nagging feeling that it’s something you should finally tick off the to-do list. 

5

September 16, 2022

Our Latest Ideas on
Growth, Engagement and Referrals

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