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Category Archive for '1:1 Marketing'

Social media is just making its way to the financial services sector. A recent research report by American Century Investments found only 14% of financial advisory firms reporting that social media is producing tangible value for their firms. That’s pretty damning evidence until you see that only 19% reported using social media daily or more [...]

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The saying, “all good things come to pass,” is probably falling on the lips of more than one CEO at a financial firm these days. No, I’m not talking about market events; I’m talking about social media. The financial sector’s reluctance to use social channels is officially over. FINRA, the regulatory organization that provides rules [...]

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Seth Godin’s recent blog post, “Too much data leads to not enough belief,” accurately asserts that we become skeptical when facing a lot of data that has been offered to prove a point. He goes on to say that the real mission of marketing is to make an emotional connection. I couldn’t agree more. However, [...]

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You’ve seen the look — the patronizing nod when you suggest using social media in your marketing mix. You know what they are thinking. Where’s the tangible benefit? We use accepted financial measures; sales, margins, profit, and return on assets (ROA). Rather than turn with your tail between your legs, tell what you can deliver [...]

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Do you know who your best customers are? My best customers are the ones who routinely buy what I sell. Now that sounds simple doesn’t it? Well, it is and it isn’t. There are a lot of customers who buy what I sell and probably the same is true for you. But how many of [...]

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Aren’t annual reports beautiful documents? They’re the top of the food chain among printed business documents — lush, rich, and elegant. I recently saw one from a community benefit organization that had been entered in a design competition. It was gorgeous. It had beautiful paper, fantastic photography, the finest printing, and truly exceptional graphic design. [...]

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I got an email the other day from a guy I know. He sells enterprise-level software for data analysis that’s used by marketers to study their customer data. It enables you to drill down in massive databases to glean all manner of insight about the behavior of your customers — very powerful stuff. I’ve talked [...]

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The explosion of social media has brought a huge number of companies and organizations into the fray hoping to capitalize on it for lead generation. This is all well and good. But, I talk to marketing, sales, and development executives all over the world who are still trying to figure out how to make this [...]

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We’ve all been there before — sitting in a boardroom or offsite at a retreat. We put our heads together in problem solving exercises called visioning. We try to solve one of the world’s ills ultimately brainstorming compromises to lessen the problem. Practical realities limit our hope of what could be. Most of the time [...]

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My first acting role was playing Walter Winchell in a 4th grade musical. I had no idea who Walter Winchell was — I was a 4th grader in the 1960s and Winchell was a radio gossip reporter during the 1930s – 50s. Even though my dad was a newspaper columnist and tried to explain it [...]

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