Acting as an outside strategic advisor for clients can sometimes make it hard to get a defined sense of what’s happening on a day-to-day basis of the business. Sometimes your clients simply forget to clue you in. The key to inserting yourself into the conversation is regularly asking the right questions to ensure you aren’t inadvertently missing key insights that prevent you from maximizing your expertise for your client. Knowing when and how to establish a communication framework with any client comes down to carving out meaningful time to check in, ask questions and ensure you’re helping you ..read more

As a female entrepreneur, you’re likely a highly-motivated and busy person–two qualities that set you apart, but also give you something in common with other women who are passionate about their businesses. There’s a community out there that can support you and help you navigate your business challenges. Finding your tribe as a female entrepreneur enables you to connect with other women who can share their insight, strength, and camaraderie with you throughout your business ownership journey. Why You Should Connect It’s more than just networking – finding your tribe helps you feel connected an ..read more

Fractional marketing leadership gives businesses the best of both worlds. You get access to senior level strategy with tactical expertise, without the risks and high overhead costs of hiring a full-time CMO and a team of marketers. A senior level marketing partner, and the talent in their network, can oversee and support marketing strategy, planning and execution. They are privy to broader business strategy, but take a more holistic approach to marketing because of their outside, diverse perspective built on many years of industry experience. Companies often rely on their in-house teams to man ..read more

The year 2020 certainly required a lot of pivoting — and then some. What the year’s challenges underscored is the need to be flexible, and willing to refine processes when they may not be resonating with your audience. Strategic marketing requires intentional planning, evaluation, and ongoing re-evaluation. As you think about your 2021 marketing strategy, we’ve gathered some of our favorite resources to set you up for success in the new year. Below are some popular guides from this past year to navigating three core parts of your marketing framework. Strategy and Development The Benefits of A ..read more

The year 2020 required a lot of pivoting from typical business norms. When preparing your  2021 plans, learning from 2020’s challenges can help guide your strategic marketing framework — despite ongoing uncertainties. To help set your team up for success as you navigate through whatever the pandemic-related obstacles bring throughout 2021, we’ve prepared our end-of-the-year checklist to guide you through five core components of your marketing strategy. Evaluate Your Digital Channels 2020 accelerated the need for investments in digital channels. Now is the time to take a step back and eval ..read more

Taking the time to understand the key performance indicators (KPIs) that drive your continued email campaign success, and knowing when to adapt, can help you create a sustainable, effective strategy. We’ve broken down a checklist below for your team to consider when determining how to gauge email performance success, and what analytics should dictate when you need to make modifications. Track your Open Rates As a benchmark, the average open rate for financial business marketing email is roughly 20%. This can vary for B2C versus B2B applications or specific types of financial businesses, but it ..read more

The learning curve, expense and commitment of onboarding full-time marketing leadership can be steep. This investment risk is all too familiar for SMBs, and not often the best option. Full time staff come with costly salaries and benefits, while a full-stack marketing agency has high rates to account for overhead costs. Neither of these appeal to most SMBs. Fractional marketing services fit the sweet spot of delivering strategic direction and industry expertise within a reasonable budget. A true fractional marketing services partner lets your team tap into senior marketing expertise, while sup ..read more

Building an effective customer acquisition strategy needs short and long-term investments to continually attract, nurture and guide your target audience through your marketing and sales pipeline. It can be challenging to balance both short term and long-term gains, especially in the early days when you’re eager to get to market. With a little patience, strategy and planning, your multi-channel customer acquisition strategy will develop into a repeatable, scalable marketing engine. Here are a few key considerations to get started.  Invest in Building Brand Value and Awareness  You’ll ..read more

Business leaders understand the value digital marketing plays in attracting new customers and retaining a competitive market presence. Knowing how to effectively execute a digital marketing strategy starts with having the right strategic foundation. Boosting your digital footprint is best done when you can connect your website, email, social media and advertising channels into one cohesive, integrated plan. We’ve outlined a few ways you can go beyond the basics to make your digital tactics work harder for you. Have a Customer-Centric Website The first touchpoint with a customer is often your w ..read more

Building a scalable marketing strategy to drive more customers into your pipeline starts with understanding how and why prospects engage with your brand, and more importantly what convinces them to become customers. This process for financial businesses isn’t often linear. By incorporating market analysis to better understand your competitive value, crafting content-driven assets to stand out from the crowd, and leveraging digital marketing tools with data-driven insights, your organization can be well suited to develop a strong marketing foundation. To help your team get started, we’ve provid ..read more