Competing with “Robo-Advisors” Means Investing in Technology

January 26, 2017

Financial advisor with client

Those in the Financial Industry are no doubt aware of the so-called “robo-advisor,” algorithm-based portfolio management that removes much of the human interaction from the process.

Should Financial Professionals be concerned? Is this the beginning of the end for the human advisor? Certainly not. While some investors may feel comfortable letting this sort of technology ‘crunch the numbers’ for them, it’s likely that many will feel far more at ease when they know that there is also a human factor guiding them along the way.

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Preparing Your Practice for 2017

December 13, 2016

Business strategy in 2017, 3d render, white background

It’s that time again. Getting ready for the New Year means creating a to-do list of what’s vital, considering new options, and reevaluating things that might not have worked so well in the previous year.

What’s vital? Staying in touch with your clients, cultivating opportunities to work with them, and helping them work toward achieving their goals. Read the rest of this entry »

Navigating the DOL Fiduciary Ruling

November 16, 2016

Advisor discussing retirement plan

If you’re a Financial Professional, or work in any capacity in the Financial Industry, you’re no doubt aware of the recent new Department of Labor rule relating to retirement plan accounts. While there are rumors that the incoming administration may revisit or eliminate the new requirement – that all Financial Professionals helping retirement savers will be held to a fiduciary standard – nobody ever accused Washington D.C. of doing anything in a timely manner. The change is not scheduled for full implementation until 2018, so there is certainly time for the slow churn of politics. For now, though – the industry is preparing for the change.

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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.

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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.

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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.

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What Do Millennials Want?

September 28, 2016

MarketingPro - What do Millenials Want

The mystery of how to direct your business to the so-called “millennials,” the first adults of the 21st century, continues. While every new generation means a new rulebook, finding the path is complicated by new technology and changing social attitudes. Here are three easy tips for attracting and maintaining a presence in their lives.

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Boundaries with Clients

August 3, 2016

Bride And Groom Celebrating With Guests At Reception

If you’re holding client appreciation events, it goes without saying that you’ll be inviting your clients. But how often should you invite clients to your own personal events? And how often should you accept invitations to their events? Are weddings, birthdays, and holiday gatherings an appropriate place to celebrate alongside your clients? You want to distinguish your time from client time. Chances are that many of your clients may feel awkward or out of place at an event you are sharing with your family and loved ones. The same goes for you attending their event.

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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.