Archive for the ‘Marketing & Branding Tips’ Category

Value for Value – Generating Leads in the Age of Reluctance

June 13, 2017

Hands holding tablet computer with free download concept on screen. All screen content is designed by me

When seeking to expand your business, the name of the game is LEAD GENERATION. But these days prospects are becoming increasingly disinclined to share their information – and with good reason. From SPAM to ‘phishing’ schemes, inboxes are constantly bombarded with unwanted content and clutter.

So how does one go about generating new leads at a time when so many are holding their contact information close to the vest? (more…)

Brand, Connect, Nurture.

May 16, 2017

Beautiful woman with tablet, communication

Establishing and cultivating successful relationships is key to making your time absolutely productive and creating a network of valuable, long-lasting clients. These three, simple steps will help you along the way…


Using a Blog to Generate New Leads

March 31, 2017
Blog Weblog Media Digital Dictionary Online Concept

Using a Blog to Generate New Leads

Blogging remains a fast and vital way to connect with your community. That means both your geographic community, (your city or area in which you operate and do business), and your professional community – the people with which you maintain business connections and relationships with.

But how can a blog help to grow your business? Three simple ways:


Client Categories and Segmentation

October 26, 2016


You’ve probably heard a great deal about “segmenting” your clients, meaning to divide them into different groups. Doing this can help make your contact with these individuals count, and improve relationship nurturing.


Meet the MarketingPro Family

October 20, 2016


Did you know MarketingPro has a WORLD CHAMPION in our family?  We do!  Introducing… Mandy Davidson.

Mandy set a goal at a young age to become a World Champion in the Morgan horse show.  She and her horse, Shenan, worked hard together for years.  Then in 1989, she and Shenan became the English Pleasure World Champions (13 and under).  In 1987 and 1991 they were the Reserve World Champions!

Mandy has been with MarketingPro as a Sales & Training Specialist for two years.  She is passionate about helping our clients and loves to see their practices thrive when they use MarketingPro.

Mandy is engaged to Sean Miller, entrepreneur and owner of a Minuteman Press located in Escondido, California.  We wish them the best of luck in their upcoming nuptials!


Mandy’s Words of Wisdom:

Facebook is an amazing asset, statistically it is the largest Social Media platform, that allows you to reach out to not only your clients but also their friends and their friends friends.  When a client likes a piece you have posted and share it, now you have touched not only your clients but also all of their friends in Facebook.  Thus leading you to more exposure because those friends can trace back to where the post originated and now start to follow you.  Give me a call we can talk more about Facebook.

Contact Strategies – Building an Effective Client Contact Campaign

October 19, 2016

How to develop and execute a powerful client communication strategy to maintain and grow your financial services practice.

How often are you in communication with your clients? Three or four times a year? What about prospects … do you contact them once or twice and that’s it? If so, you are not keeping up the kind of contact campaign you probably should be. Further, you could be missing out on client generation and income potential.


Holiday Cards

October 12, 2016

Holiday Card

Holiday cards are likely on your to-do list for the coming months. You probably make several connections with your clients through the year, but next to sending them a birthday card, this is the big one. As such, remember that sending a holiday card is always a personal gesture, one done out of kindness and in good spirits. So get involved and make it a reflection of you and the relationship that you have with your clients and business connections.


Sharing Photos on Social Media

May 17, 2016

Photography has come a long way in a short period of time, thanks to the digital camera that now inhabits nearly every smartphone, tablet computer, or other device. This convenience has offered many new avenues for communication, notably via social media. But not all photos should be shared. Here are some practical tips for regulating photo-sharing on social media.

Always ask first. You always want to give people the expectation that their picture might be taken, whether it’s at a client event, work function, or some other circumstance. It gives people a chance to straighten their hair, apply makeup, or simply let you know that they’d rather not have their photo taken. Some people don’t mind having their photo taken, but would rather it not be shared. Police and officers of the court are often very discrete about being photographed with family and loved ones, so be mindful and respectful of that.

How does this promote my business? If you are taking these photos with the intention of sharing them on your various Social Media presences, be sure to ask yourself how this furthers your business. For example, depending on the client event, dozens or hundreds of photos could be taken. Sharing all of them, or even most of them, will likely flood the feeds of your followers and annoy them. Pick one photo that exemplifies that everyone had a great time at your event.

Spotlight local businesses and charities. It’s possible that you have a few local businesses among your clientele. Make it a regular feature to spotlight them in your social media posts. This demonstrates your involvement in the community and gives these businesses the incentive to send potential clients your way. Just drop them an email and let them know that you’d like to come in and snap a picture with them while buying lunch, shopping, or whatever the business may offer.

In some cases, it may also be appropriate to share your involvement with community events, school fundraisers, and other charity involvement you may have. Know your base, though; religious or political events always have the potential to alienate some potential or existing clients, even in a relatively “harmless” context.

Tagging people in photos. In most circumstances, I’d suggest avoiding this altogether. On Facebook, tagging can have the effect of sharing the photo automatically in the feed of the person you are tagging. It can create an awkward situation for the person being tagged. The better thing to do is to encourage people to tag themselves if they want. If you tag them in the comments section of the photo, as opposed to the photo itself, you can direct their attention to the photo without displaying it to their friends and followers.

Personal photos. Of course, you may be tempted to share your own family photos on a personal Facebook, or on Instagram. If your Broker/Dealer allows this, have at it! But, be mindful that not everyone wants to see you in your swimsuit this summer. Each of the social media outlets have different privacy settings that can allow you to regulate who sees what. If something is for just your family members or close friends, use those settings. Especially with something like Instagram, be mindful of who you allow access to your personal account.

Your Internet Presence as a First Impression

March 17, 2014

The humorist Will Rogers famously noted “You never get a second chance to make a good first impression.” In the 21st century, we increasingly make that first impression online. Just like you wouldn’t want to see a doctor who keeps leeches in a jar, you don’t want to do business with a professional who appears out of touch or less than current in his or her understanding of their field.

Here are some tips for keeping the website looking fresh and interesting:

Show Your Work
It isn’t enough to tell people you’ve been in the business for umpteen years; everyone knows a professional in some field who has been in the game forever and, let’s face it, got a little lazy along the way. If you’re dedicated to your field, show it off in your updates by sharing articles you’ve been reading, passing along tips, noting quotes that have inspired you, and directing people’s attention to things that you are planning, such as events or seminars. Demonstrating that you are a vital presence, thinking and acting all the time, is a fine way to start a conversation with people.

Content, Content, Content
Creating a Facebook page or LinkedIn account in relation to your website only does you so much good if you aren’t engaging people. While you may have a blog, you may also lack the time and energy to create new material regularly. Don’t be afraid to look into a subscription to a service like our own or MarketingPRO for assistance with newsletters, articles, and social media content. If you’re too busy to write for yourself, that’s a good sign, right? Stay busy and enjoy the benefit of professionally written content, and then spend your time wisely, having conversations about the content you are posting with your clients and prospects.

Spring for a Face-Lift
Ever stumble onto a really old website that looks like it was uploaded before Y2K… very little in the way of graphics… very basic HTML? In terms of professional quality, it would be like turning up to a seminar dressed like Mike or Carol Brady. Here’s the hard truth: In five years, nearly every website you see now is going to look out-of-date in the same way. While you may have certain design cues that you want to keep, you have to be conscious about staying current in terms of functionality (ex: How does your website look on a smartphone? Does it have the same functionality?) Security should also be on the list if your clients and prospects have to log in in any way.

Keep an Ear to the Ground
Innovation is key. Imagine if you’d been the first person in your field to upload a podcast or post video of a talk on YouTube! We live in an exciting time where new and exciting ways of communicating ideas are cropping up every day. I challenge you to keep abreast of the new things coming our way and asking yourself this question every day: How can I apply this new idea to my business? There may come a day when YouTube is like an 8-track, so do yourself a favor and talk about technology with your colleagues, your friends, even your kids. Being on the cutting edge is one of the best first impressions you can make!

Starting your own networking group

February 25, 2014

Whether you’re a well-established figure in your community, starting out in a new town, or just looking to give your business a shot in the arm, leading or taking part in a networking group is a good idea. It’s essentially a group of like-minded business people who meet on a regular basis to strengthen relationships and build professional connections.

The biggest benefit of leading a networking group is self-evident: You’re seen as a leader. That perception means that, rather than asking for the referrals, the referrals will come to you. I feel strongly that someone building their business should belong to or lead at least four groups. The question is never “why network?” The question is “why aren’t you networking, and why aren’t you leading?”

Reduce the Excuse! If you’re driven enough to want to read this and improve yourself, you may also be the sort of person who puts in a lot of overtime and needs to be prodded to get out and socialize a bit. Excuses like “There’s not enough time” and “I’m too busy” are pretty common, but they are only excuses. Take charge! “Reduce the excuse” for yourself and your peers by exhibiting leadership; there are many successful professionals out there just like you, and they might be ideal participants for your group.

Of course, networking these days means Social Media. There’s a reason they called that movie about Facebook “The Social Network.” While LinkedIn, Facebook, or just regular emails are no substitute for events or meetings, they can be a way to keep everyone thinking about the group throughout the month, not to mention update everyone on event locations and important personal updates (births, deaths, and other major changes). Make use of these standard social media options, but there’s another site I want you to check out, if you aren’t using it already. is a great resource for creating and joining networks. The site is very simple to use. The moment I loaded the main page, I was given a number of “MeetUps” in my immediate area to consider. From there you can search for particular types of groups, ranging from Arts and Culture to Sports and Outdoor Activities and everything in between. While there is a fee to start a “MeetUp Group,” it‘s a very reasonable expense; normally $12 per month, they are running a starting special (as of this posting) for $6.00 a month. Simply signing up and joining groups is free. You can even sign up with your Facebook account. is growing and becoming more nationally known, so do yourself a favor and get familiar with it today.

How many people should be in your group? Where should you meet? What should you talk about? For one thing, a networking group is not like professional football, where you have rules and regulations and can only have so many players on the field. A networking group can start as simply as two people in a coffee shop, or five people having lunch. Invite each member to make a mini-presentation, or, if you have the resources, invite one of the members to give a longer talk. In these early days, you can be thinking about how to grow your network and, more importantly, the best ways to enhance the experience for your fellow networkers. Over time, you can build your friendly neighborhood touch football get-together into a full-fledged stadium game.

Like so many things in life, you must give in order to receive. As I mentioned earlier, the big prize in networking is referrals. While membership has its privileges, leadership is an advantage; the whole point of networking is pooling resources and making things happen. To that end, I suggest making the point of giving referrals as quickly as is sensible. You’re not just playing Santa Claus, though: tell your fellow networkers a story about the person you are referring and help them get to know the person with whom they will be speaking. When you are given referrals, always thank the person who is sharing the information with you. And don’t forget to follow up, preferably within 24 hours. Being the example others follow, in many regards, is the definition of leadership.

In terms of organization, identify the roles different participants can take on. Leaders plan the events and recruit other attendees. Members who can sponsor the meetings and events can help belay the costs involved, especially as you grow into the sort of group that might need larger accommodation. Other supporters foster the growth by inviting their contacts. It’s also important to keep in mind that some attendees are merely there to participate in the events and aren’t looking to take organizational roles, even if they would be suited to them.

Stay focused, but not TOO focused. Not every networking group will be solely business oriented. Feel free to get inventive, but also keep in mind that while too wide a focus can be a problem, too narrow a focus can be excluding. For example, I know plenty of people who have no interest in golf, but I don’t know anyone who doesn’t enjoy fine dining with good company. Another thing to keep in mind is that you can do good for others while doing good for each other; networking and charity work go together like bacon and eggs, so organizing around a cause can be rewarding on many levels.

Leading a networking group has the potential to enhance anyone’s career. It’s also just a natural part of being a human being; you may have read over this piece and realized that you network all the time, whether you are aware of it or not! However, a conscious effort focusing on this all-important practice may prove to be one of the most rewarding and enjoyable parts of your professional life.