By Dan Klein, CEO All things change, well that’s the most obvious thing I could write I guess. What’s clearly evident in the business world these days is that everything seems to be changing more often than it did, and the things that used to work may not be as reliable as they once were. […]
By Andrew Hinkle, Director of Consulting You probably don’t need me to tell you, but 2019 is only 89 days away. And if you’re keeping score at the office, that equates to 66 working days. If you haven’t begun to create you marketing strategy for next year, that is most likely a scary statement. Now, […]
By Dan Klein, CEO Our posts tend to be more business focused and tactical around growing a business, building a brand, attracting new clients, etc. This week I’d like to take a step back and focus on something much broader. Have you ever noticed that it’s really hard to start something new – like building […]
By Andrew Hinkle, Director of Consulting We all love a good story. As humans, it’s the central way that we relate and share our thoughts, feelings and experiences. Stories help to make the complexity of our day to day simple to understand. That is what makes telling a story such a powerful marketing tool. A […]
By Dan Klein – CEO This is one of the first things we usually discuss with Financial Advisors. It’s a valid question and worth exploring. Let’s look at some typical messaging we see when someone doesn’t have a niche. “We offer holistic financial planning and wealth management services to high net worth individuals and families.” […]
By Andrew Hinkle – Director of Consulting 1 Week…7 Days…168 Hours…10,080 Minutes…604,800 Seconds…or simply the chaotic, stress inducing blur from Sunday to Sunday. That seems to be the general consensus, a week just isn’t enough time to do everything you want, need, or have to do. With Americans working more hours than all other citizens […]
By Andrew Hinkle – Sr. VP., Director of Consulting How many times have you heard the question, “How are you differentiating your business from your competition?” It’s probably one of the most commonly asked marketing questions. You will find it right there on our own New Client Questionnaire. Today I’ll give you a quick and […]
By Peter Kaufman – Director of Creative Services, Sage Marketing When my phone rings at Sage Marketing, the first thing out of most FA’s mouth is, “I need a brochure. Can you do it for me?” “Sure we can,” I say. “But why do you need one?” That usually leads to a stunned silence.
By Dan Klein – CEO, Sage Marketing When we speak with entrepreneurs the conversation usually starts with them saying that they are looking to grow their business. Not a bad way to start, but we usually cover a few important things before we can get to working on that. I’ve framed out a few foundational […]
By Peter Kaufman – Director of Creative Services, Sage Marketing Who doesn’t love a great customer service story? Here’s one: When my wife was pregnant with our third child, she had a hankering for a cheeseburger from Five Guys Burger and Fries. We had two little ones at home and she was due in 2 […]
By Peter Kaufman – Director of Creative Services, Sage Marketing In all my years working with financial advisors, one statistic never fails to amaze me: The average advisor adds ONE NEW CLIENT per year. Can you imagine any other business development position where this would be tolerated? There are several reasons for this: