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Jan 18, 2023
Segmented client databases are essential for advisors who want to produce powerful, intentional marketing campaigns, and there are seemingly endless ways to customize and leverage this tool to your advantage. In this month’s blog, you’ll learn how to use a segmented client database like a pro. Methods for Segmenting Database segmentation is all about sorting clients based […] The post How To Create and Use a Segmented Client Database Like a Pro appeared first on Lawton Marketing Group.
Read moreDec 19, 2022
Financial advising is a highly personal, referral-centric business, so it’s worth asking—what makes someone want to refer you? Think about a time you raved to a friend about a business you worked with. Were you impressed by an amazing product or facility? A snazzy logo? Or were you impressed by the way you were treated? […] The post Why Excellent Client Service Is Crucial to Your Brand appeared first on Lawton Marketing Group.
Read moreNov 9, 2022
As a financial services professional, you know that the holiday season is a busy time of year. Your clients are probably more focused on their families and taking time off, not worrying about their finances or business needs. For some, the holiday season also brings challenges, such as those who have lost loved ones or […] The post Communicating With Clients During the Holiday Season: Start Now! appeared first on Lawton Marketing Group.
Read moreOct 13, 2022
In previous articles from our Branding 101 series, we’ve touched on the importance of establishing your brand identity. One of the best ways to create an effective marketing strategy is by showing clients your values and what makes you different. Creating and leveraging your website, logo, and messaging all help you work toward this goal, […] The post Consistency Is Crucial: Streamlining the Details of Your Brand To Make a Stellar Impression appeared first on Lawton Marketing Group.
Read moreSep 27, 2022
When you’re building a brand, one of the first elements you’ll need to address is your logo. Your logo establishes a visual foundation for the rest of your marketing collateral, and you’ll use its elements (colors, fonts, shapes, etc.) repeatedly as you create new materials. That said, it’s important to think about your logo’s impact […] The post Creating the Perfect Logo for Your Financial Practice: 5 Mistakes to Avoid appeared first on Lawton Marketing Group.
Read moreAug 23, 2022
We’re so proud to extend a heartfelt “Congratulations!” to the 168 clients we have on this year’s Forbes Best-in-State Financial Security Professionals list, a collection of over 800 advisors! All our clients constantly amaze us with the incredible work they do, and we couldn’t be more excited to share in their celebration! It’s a remarkable […] The post Celebrating Our Clients Who Are the Forbes Best-in-State Financial Security Professionals! appeared first on Lawton Marketing Group.
Read moreAug 23, 2022
We’d like to send a huge “Congratulations!” to our 24 clients who made this year’s Forbes Top Financial Security Professionals list! This award is a HUGE achievement, especially in a financial climate that’s going through so much turmoil, and we couldn’t be prouder to partner with these wonderful people. Again, from your team at Lawton […] The post Congratulations to Our Clients Who Made the 2022 Forbes Top Financial Security Professionals List! appeared first on Lawton Marketing Group.
Read moreAug 8, 2022
Financial advising is a highly personal business—clients trust their advisors with their life’s work, their future, their family, their legacy—and they don’t entrust that responsibility to just anyone. That’s why referrals are such an important tool for advisors. People are more likely to trust someone if a friend or family member also trusts that person. […] The post How To Take A Hard Look At Your Website (And Know When To Refresh It) appeared first on Lawton Marketing Group.
Read moreMay 24, 2022
If you’re rebranding, forming a DBA, or simply refining your marketing strategy, you might wonder, “Where do I start?” What elements of your marketing should take priority? How do you make sure everything aligns with the brand identity you want to portray? What project should you focus on first so you don’t have to backtrack […] The post Strategic Messaging: The Written Foundation of Your Brand appeared first on Lawton Marketing Group.
Read moreApr 11, 2022
Branding Before Marketing When it comes to marketing your financial practice, you have to start by identifying who you are. You need to understand why you’re special and what you offer that other firms don’t. You need to know why clients love working with you, what they experience during that process, and what your firm […] The post Branding 101: The Stuff Your Brand is Made Of appeared first on Lawton Marketing Group.
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