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The Importance of Storytelling within Financial Services

Your advisors have a story to tell, and you should let them tell it. While easier said than done, it’s still vital for advisors to be able to tell a personal story to their clients. Not just to put the...

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Putting the Pieces Together

When you work in a marketing technology company such as EarthIntegrate, the product is complex in the way that it has endless capabilities –some capabilities even unbeknownst to us. New clients may not...

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Marketing Topics to Bring In the New Year

It’s that time of year, time for all of the experts to come out of the woodwork and write about next year’s Hot Topic! Even though these lists aren’t usually a surprise and often have little impact on...

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How UI can enhance the UX

Today’s business site users have evolved a great deal from the AOL floppy disk fumbling dinosaurs of the 20th century. Modern users expect more usability, power, and nuance from their internet...

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How the drop in oil is affecting financial services

Because the fall in oil prices is pretty much the topic of conversation, I thought we could take a look at what this means for other industries. Energy stocks are plummeting and jobs are being lost,...

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Do your customers L-O-V-E your brand as much as you do?

The relationship that you have with your brand isn’t unlike any other kind of committed relationship. You would defend it, stick with it through hard times, and you probably spend a ton of time with...

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Are your financial advisors targeting the self-employed?

Financial advisors are rarely at a loss for prospects, as everyone could benefit from their services, but adjusting their practice to focus on a highly targeted niche can make their job easier and...

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Old School Marketing

As an 80s child, I remember a lot of color, a lot of The Cosby Show and an overwhelming amount of “synth pop” music – what I don’t have the clearest recollection of is the advertising from that era....

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Robo-Advisors: Bringing a Mass Market Approach to Financial Planning

Mass marketing is an effective, important part of an overall marketing plan, but there is an appropriate time and place for it. Television commercials, radio ads, print ads—all of these approaches can...

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How to convince old school marketers that social media works

It’s been the hot topic for a few years now. Not even 15 years old, social media has taken over virtually every marketing conversation online and offline (sometimes I think, were billboards this big of...

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