What Financial Advisors Need from Marketing

What Financial Advisors Need from Marketing

Our financial services group at the Chicago AMA hosted a panel last night of financial advisors to talk about the challenges of reaching customers.  We recruited three advisors of different types: Todd Johnson from New England Securities (MetLife), Michelle Dunigan from BMO Harris Financial Advisors, and Patrick Cote from AssetGrade.  The panel was moderated by…

Choosing Your Top Three Messages with TURF

Choosing Your Top Three Messages with TURF

Last week we wrote about the optimal number of benefits, features, or claims you should make in your marketing materials.  Research shows that three maximizes the impact because it aligns with a buyer’s sense of data sufficiency.  Going beyond three invites skepticism because it reminds buyers that the message is “just marketing,” not information. So…