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Marketing + Branding

    4 steps to naming a financial services company
    Marketing + Branding

    4 Steps to Naming a Financial Services Company

    by Sheryl Theisen August 28, 2020
    written by Sheryl Theisen

    Updated September 6, 2023, at 9:15 PM

    Done right, naming a financial services company will be deeply personal and very telling. Potential customers will develop their own expectations based on the name of your business. Be aware that if it doesn’t sit well, they’ll probably go elsewhere.

    Continue Reading
    August 28, 2020
    13 FacebookTwitterPinterestEmail
  • Marketing + Branding

    Why You Should Educate Clients on In-Service Withdrawals

    by FIG Marketing August 17, 2020
    by FIG Marketing August 17, 2020

    Updated August 31, 2023, at 3:08 PM Do you have clients who are still working? Is it possible that some of your clients still keep in touch with their former colleagues? Are …

    18 FacebookTwitterPinterestEmail
  • Marketing + Branding

    How to Promote a Podcast Appearance in 10 Easy Steps

    by Mark Stewart July 14, 2020
    by Mark Stewart July 14, 2020

    Updated September 1, 2023, at 10:41 AM There’s a podcast boom going on! They’re all the rage these days, and for good reason. Podcasts are one of the hottest marketing tools around …

    13 FacebookTwitterPinterestEmail
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