Tag: marketing

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What The Marketing Books Don’t Say…

To begin, you need to be prepared to relinquish some control. Nothing happens without the social participation, and you will surely encounter opinions that differ from your own. You can’t control this. People will say offensive, negative and inaccurate things. […]

By Amin (Own work) [CC BY-SA 4.0], via Wikimedia Commons

Allocators Use Mobile Devices, Too

WE ALREADY KNOW THAT THE MOBILE DEVICE (A.K.A. YOUR SMARTPHONE) IS USED MORE THAN EVER BEFORE. WHAT WE TEND TO OVERLOOK, HOWEVER, IS THAT IT’S USED WITH MUCH MORE INTENT THAN MOST THINK. In moments of need… People turn to […]

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The Downside Of Excessive Caution

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Here’s a quote attributed to Tacitus, a senator and historian of the Roman Empire: “The desire for safety stands against every great and […]

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How To Know If Your Marketing Is Working

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Marketing […]

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Four Marketing Metrics You Should Track

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Advisors know the importance of client satisfaction. It’s a way of gauging what they are doing right and where they could use improvement […]