Every so often I get involved with a project that’s just plain fun. Today is one of those days. I’ll be working with some creative partners on a new financial services video. It’s fun because I get to …
In a world where like-minded people across the globe are uniting to promote their common agendas, mindfulness about sustainability is not just a good idea for the environment, it’s a good idea for bus …
Last week I saw a Dalai Lama quote on social media that at first made me laugh, but has stuck with me since. “If you think you are too small to make a difference, you have never spent the night with a …
Yesterday evening, I attended a gathering of the Oregon Entrepreneurs Network. The event, referred to as a PubTalk™, featured a presentation by Benjamin Bohannon, co-founder of Sseko Designs …
In business, we have a unique opportunity to act on behalf of our customers in ways that extend far beyond the business we transact with them. In fact, in todays marketing environment it’s one of the …
I am a big believer in company culture. Or rather, I should say positive company culture. All companies have a culture, just as all companies have a brand. And, like a great brand, a great company cul …
To be honest, it’s pretty easy to market if you have a lot of money to spend. You can hire a marketing executive, engage one or more advertising and/or creative and/or marketing agencies. You can reta …
More and more, I’m absolutely convinced that the future belongs to generous enterprises. Generous enterprises are more concerned about what they give. Generous enterprises understand that if they’re m …
I want to share what I believe is some really great news for your business. No matter how big your firm or your ambitions are, you can succeed spectacularly – or if you’re already doing well – …
As a matter of principle, I have always subscribed to the notion that nice guys don’t have to finish last. In fact, they can and should finish first. This ideal has been challenged repeatedly througho …
Ric Edelman and his wife Jean started their wealth management business in 1986, with no clients, no assets and no staff. Today, they’re one of the nation’s largest financial advisory firms with $14 Bi …
Events are a common part of most companies’ marketing and communications mix, but how often can any of us say that an event we planned or attended was anything more than ordinary? Sure, it may have be …
I met with a former colleague the other day to discuss his wealth management firm’s marketing message and capabilities. The firm has experienced strong, steady growth since its inception, largely due …
Simply stated, a company markets because it is looking to get from one place – its base – to another place. They want to go from a position of low visibility to a position with higher visibility. They …
The Houston Chronicle featured an article last year titled How to Identify and Fix Your Company’s Vibe. It’s a short, well-written article with some good advice for how to correct non-aligning pe …
Financial Advisors who want to provide stellar service, accelerate or resume growth and preserve assets under management can take steps now to develop win-win relationships with their clients’ heirs. …
When I began marketing financial services, social wasn’t on the media landscape. In those days, not that long ago, we relied on traditional media, some digital (search & email), public relations a …
Your corporate brand is shaped by everything your company does. More and more, even the smallest details of your company’s behavior are now plainly visible to the people you serve and the people you w …
Digital media. It’s everywhere. Between our searches on Google, videos on YouTube, friends and connections on Facebook and LinkedIn, the people we follow on Twitter, the images and ideas we collect on …
