If you’re relatively new to marketing, you’ve probably come across a fundamental concept – the 80/20 rule, also known as the Pareto Principle. Essentially, it suggests that 80% of your business comes from just 20% of your customers. While this principle might lead you to believe that mining your existing client base can solve all […]

How many times have you visited a website in hopes of communicating with a company directly to ask a specific question, only to be stymied by continued redirection to a FAQ page or a where’s-Waldo search for the “Contact Us” button? These kinds of experiences are all too common, and they don’t encourage consumer trust or […]

Paid Search Marketing Versus Search Engine Optimization If you’ve been online sometime in the past five years, you’ve at least heard the term SEO. Most of you recognize this to refer to Search Engine Optimization, what you do to your websites to make them rank better in Google. This is now understood to be a […]

A Simple Formula to Calculate ROI It should come as no surprise if you’ve been struggling with how to calculate ROI, but this topic came up in our survey as our reader’s second biggest pain point. At the outset, measuring ROI, or return on investment, is a relatively simple function of subtracting what it costs you to […]

by Steve Facini In Arthur Miller’s famous play “Death of a Salesman”, the main character, Willy Loman, is a salesman trying to reach the American dream.  He is a man obsessed with trying to become sucessful, or at least happy, but he encounters many unforeseen problems that lead to his tragic death. Now, almost 70 […]

by Steve Facini When I attend business conferences, the thing I am most careful to prepare isn’t my business cards or my elevator pitches—it’s my etiquette. Being respectful, acting with integrity, and being thoughtful with others’ time is the key to squeezing the most value out of every handshake and every minute spent away from […]

by Steve Facini In addition to their normal responsibilities of managing client portfolios, navigating a complex regulatory environment and trying to figure out where the economy and stock markets are headed, Financial Advisors sometimes feel that they should also be experts in digital marketing.   Though the basic tenets of marketing remain the same – developing […]

I recently had the good fortune of leading a roundtable discussion at The Transformational CMO Assembly hosted by the Millennium Alliance. Participating in the discussion was an all-star group of marketers spanning several categories who graciously shared their unique perspectives on the current state of marketing.  The group included: Jason Angrisani – Bloomberg L.P., Jerome […]

A lot of very, very smart people are weighing in on where they think the future of content marketing is going, so I’ve rounded up my three favorite predictions for 2016. After seeing what the experts had to say and adding my own insights, a broad picture began to emerge: blogging and content marketing in […]

While moderating a round table discussion recently at the Millennial Alliances Financial Services CMO Assembly “The Shift to the New Connected World,” several important themes became apparent. As we transition from the traditional marketing model to the digital/data-driven marketing model, the journey for each company is unique, but the overall objective is similar – creating […]

According to a 2014 Global Consumer Banking Survey conducted by Ernst & Young, customer experience was identified as the key ingredient for winning, growing and retaining customers in an increasingly competitive banking environment.  Those findings come as no surprise, especially in a commoditize world of retail banking but before we discuss what drives a quality […]