Posts by Grow Intentionly
September
In This Issue: A subject line fix, new events in the mix and how to give zero clicks
Read MoreAugust
In This Issue: Improving your CTAs, industry insights for days and the latest Google content update craze
Read MoreJuly
In This Issue: Event tips, new partnerships and advisor camping trips
Read MoreJune
In This Issue: Sponsorship drops, rebranding props & tech demo ops
Read MoreLooking for a Social Media Manager? Steal This Job Description.
If you need someone to own social media at your firm, but you’re not sure how to bring in the right candidates, we’ve got you. The thing is, everyone thinks they’re a master at social media, so it’s important to communicate exactly what success in this role looks like at your firm. We put together…
Read MoreChannel and Campaign Performance Report Template
Click the link below to download your template now. Make a copy of this template to start using the built-in equations, which will help you better understand which channels and campaigns are driving actual results for your business, and which are bleeding your budget.
Read More5 Tips for Successfully Marketing Your Brand in Today’s Evolving Landscape
Recently, we had the opportunity to take part in Silver Oak’s Top Advisor Conference, held in Nashville at the end of October. The conference, which gives advisors the chance to experience Silver Oak’s culture, technology and infrastructure first hand, celebrates the spirit of the independent advisor and the passion for service Silver Oak seeks to…
Read MoreM&A Success Story: Why Managing the Message Matters (or) How to Proactively Manage the Message
An M&A boom is underway in the wealth management space. The year ending November 30, 2020 saw 220 wealth management and asset management deals, with a total combined value of $53.4 billion. That’s up from 125 deals worth just $10.1 billion in the same period four years earlier. It’s well established that the combination of…
Read MoreSay This, Not That: A Guide to Communicating with Your Marketing Team
If you’ve ever ordered your marketing team to “come up with a jazzy name” for something, or asked them to summarize the general value proposition of the very business you sell, you’re in the right place. We get it—if you’re not immersed in marketing, you may never have had a reason to think about the…
Read MoreMindset Before Marketing: 6 Absolute Truths About Successful Growth Leaders
The strength of any marketing team depends on the mindset of its leader. Not the most beautiful creative. Not the most emotionally compelling messaging. Not a world-class website, a robust SEO strategy, or perfectly optimized digital channels. Those are important tools, but ultimately, they aren’t enough. Because more than anything, great leadership is the key…
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