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Author: John Bracamontes

digitally connected financially minded baby boomers study

 

The Original Baby Boomers are a major force in Finance today.
They are the Decision Makers and they have the Money.

1. Financially-Minded Boomers are better plugged in to the internet and search than their younger counterparts (Gen X and Y) when it comes to making financial decisions.

2. Search Engines and Social Channels are highly used to compare and narrow financial choices.

3. Sponsored links and videos are effective media vehicles that connect with financially minded boomers.

These individuals are looking for resources online to help them make financial decisions and the presence of financial providers online gives those providers the ability to communicate the value of their services effectively as well as build credibility and trust.

Fill out the form below to download our full study with statistics on how they engage, where and why.

Download the Full Study on the Digitally Connected, Financially Minded Boomers

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Why would anyone follow Financial Brands on Twitter?
We have listed here a list of 10 Reasons why people do it.

1. They Like the Brand
2. To be notified of Offers or Promotions
3. Getting updated brand news
4. Learn about new products or services
5. They are current customers
6. To take part in competitions
7. To Tweet interesting content
8. To get something for free
9. Access to exclusive content
10. Give Brand Feedback

Thanks for reading! From the #1 Digital Marketing Agency for Financial Services

10 reasons people follow financial services brands on twitter

SEO for Certified Public Accountants

Here is the Good News for CPA’s:

SEO for Certified Public Accountants is Easy!

That’s right, SEO for CPA’s is extremely easy.
Search Engine Optimization today is much more complex than it used be, but for some it has made things much better.

How has SEO changed to benefit CPA’s?

One of the biggest changes over the last couple years in the search engines is the focus being on local.
The search engine results are now being shown against the searchers physical location.

An example would be: If someone in Chicago searches the term “Certified Public Accountants”, then they will be shown search engine results and a list of CPA’s in their part of Chicago.

To make this happen there are things that have to be created, optimized and indexed.

What do I need to do for my Accounting Firm to show up in the local search engine results?

There are a few core elements:

  • Have / Create an Optimized Website
  • Claim or Create local business listings on Google+ and other community directories
  • Create content relevant to your audience / primary customer

Doing these 3 things will establish the local presence online for your firm, take advantage of the local elements Google uses like maps and it’s business reviews and provide useful information that answers the questions of your primary customer targets.

Why do all that just to show up in the search engines

To get more customers and make more money of course.

Whether someone is looking for a CPA for the first time or is looking to switch Accounting Firms, everyone starts in the search engines searching for that solution.

So give them what they want.

Download an SEO Case Study Below to Learn More

Or, You can give us a call now at 866-357-7422 to talk.

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Branding for Private Equity Firms

In the past Private Equity firms had the option of worrying about their brand or not. Communication took place in an organic way through partner networks and personal connections. Results produced by the Private Equity firm could stand on their own, demonstrating the value and strength of a firm.

Today this is slowly fading away. A Private Equity firm is now virtually required to participate in building and growing it’s brand.
From the Name, Logo and Colors to the Voice of the firm and what sets it apart, all of these things are becoming more and more important to potential investors and business targets (not to mention consumers who voice their opinions about firms).

Listed here are some specific reasons that Private Equity Firms should care about Branding:

An increase in competition: There are more firms out there now due to growth in popularity of Private Equity. This is making it imperative to stand out and communicate efficiently an ever increasing number of firms in the US and Globally.

A maturing market: When it first began, Private Equity was new and sexy, but now that initial luster is over everyone is back to business. Investors were extremely eager to give their money over to firms in the early days, but now they are looking to invest with solid brands that ensure them with trust and performance.

Defining the offering: Private Equity as a term has been blurred for many investors and individuals. When so many things come to mind while speaking about private equity it is extremely important to define what it is a firm actually does, specializes in or does not do. The constituents and prospects need that clear distinction.

An increase in publicly documented commentary: In the past Private Equity firms did not need to worry about public scrutiny or even journalist comments. No one seemed to have anything bad to say. Then the media began to demonize practices within the industry and the public joined in. Social media has amplified the ability for investors, consumers, journalists and more to voice their opinions about firms or specific transactions. It is important to be there to control the message.

Regulatory changes: Recent regulatory changes in regards to general solicitation and advertising (the JOBS Act) has essentially told firms to start marketing & advertising and strengthen their brands. If one firm does not work on positioning themselves one way, it is most assuredly that their competitors are out their doing it.

Don’t get left behind and start Marketing your Private Equity Firm.

affinity insurance marketing services and digital marketing

Affinity Insurance Marketing is suited only for the most experienced marketers.
Our specialty is Digital Marketing for Affinity Insurance Groups.

Traditionally affinity insurance marketers had to build their direct marketing lists by identifying the individuals who belonged to certain groups or professions by partnering with those groups or other companies who had this information.

Now that social media has become so integrated it is extremely important to be literate in all digital mediums and channels.
The members of these groups are now self identifying on these channels, we can capture their information and present information to them at the right place and right time.

Effective techniques like retargeting can be used to stay in front of these individuals during their buy cycle.

Most of the Digital Marketing Campaigns for Affinity Insurance products have been for:

  • Term Life
  • AD&D (Accidental Death and Dismemberment)
  • Disability
  • Hospital Indemnity Protection
  • Hospital Accident Protection
  • Dental Insurance

The Importance of Tracking Cross Promotion
Cross Promotion of products to currently insured members is commonplace.
If someone has AD&D, they may purchase Term Life or Hospital Protection, etc.
The problem is that promotions in the past were basically a shot in the dark.

When promoting these products digitally you now have the ability to track at the individual level.
This will provide you with insight into which products are most interesting to your currently insured members and will generate enrollments and applications quicker, while spending less money.

Target, Identify, Connect, Capture and Convert.

Download a Digital Marketing Case Study for an Affinity Insurance Term Life Product by entering your information below

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Contact Us for more information on our Affinity Insurance Marketing and Digital Strategy.

Digital Marketing for Hedge Funds

 

Since the ban was lifted on Marketing for Hedge Funds some have jumped in and gotten down to business by putting together comprehensive marketing plans, others have done nothing and most are wondering what they should do and how to start.

It makes sense to believe that most hedge funds would not run at full speed immediately or do nothing at all. The majority would fall somewhere in the middle, trialing things to find what works for their fund / brand.

What you should do First
The quickest and easiest way to start marketing a fund is digitally.
The reason Digital Marketing for Hedge Funds is so effective, is due to the ability to generate a large volume of awareness and engagement quickly.

Another very important quality of digital marketing is the ability to monitor and measure accurately.
Being able to track your Return on Investment is imperative.
With digital you have the ability to see what channels drove the most engagement, who actually engaged with your brand and what they engaged with. This will give you the ability to message to individuals more effectively: “Saying the right thing in the right place”.

Another critical element of digital marketing is testing your messaging and creative presentation of those messages.
This is something that traditional marketers have done for decades, but digital can do it faster, cheaper and more accurately.

What Next?
Digital Marketing is a continuous cycle of hypothesizing, strategizing, executing, monitoring, measuring and starting the cycle over.
Tools that are used in Hedge Fund Digital Marketing strategies are:

    • Web Design and Development
    • Pay Per Click Advertising
    • Search Engine Optimization
    • Display Advertising
    • Retargeting
    • and more

Once these digital efforts have been put in place you can build out even more robust strategies that include using the digital data to put on events, send direct mail, develop partnerships and other initiatives most effectively.

Contact us for more information about marketing your Hedge Fund online.

PPC for Private Equity

Private Equity has traditionally sourced deals through personal and professional networks, direct and referral. PPC (Pay Per Click) has not been used much in the industry.

Why hasn’t Private Equity used PPC?
The simple answer is they haven’t had to.
Now deals are becoming harder to source and competition has increased through the creation of many new PE firms.

How can Private Equity firms use Pay Per Click?
The search engines give you the ability to look inside at what people search.
We can identify search queries that are relevant to your firms offering.
“St. Louis Private Equity Firm”
“Investment Options to Grow my Business”

We can bid on terms like these and drive paid traffic to your firms website, where they can learn more about their options, contact you via email or call you by phone.

It really is that simple.
New Traffic = New Leads = Increased Deal Flow = More Closed Deals!

Knowing who to target
By matching search queries to intent we can identify what type of person is conducting the search.
A business owner, industry parter (Broker Dealer, Retail Bank, etc.) or a professional service provider (Advisor, Attorney, Accountatn, etc).
This is important because we can present the most meaningful information to them.

How else can this be used
Using search data, we can generate marketing or industry insights for your firm when considering a new business. This can be done industry wide or at the stage of feasibility.

PPC is a great tool within the entire spectrum of the Private Equity Digital Marketing suite.

We work and have worked with many CPA firm across the US, but we just recently had the chance to see the extraordinary things going on at one particular CPA Firm that we just have to give a shout out to.
The leading CPA Firm in Dallas, Gurian CPA has made huge moves in the industry when it comes to client service. They are 100% in it for their clients making sure that every piece of advice is one that will help them grow.
Just wanted to throw that out there and show them some love.

We have seen time and time again where Private Equity is lagging in their Digital Marketing efforts.  And we wanted to pose the question, Why is that?  Let us give you a picture of what we see as a trend and the reasons that Private Equity is behind in their Digital Strategy and Online Marketing.

Financial institutions are traditionally conservative and for years the traditional way of marketing their services has worked and to some extent continues to work for them.  There is so much money being made in the space that losses are less hard hitting than in other industries (many financial institutions still make money when others lose).  Until recently the use of “Big Data” or easily obtained user data, had not been used for groups like the private equity firms.

They simply just didn’t need to do it.  (in their minds)

Congratulations to the 2013 Winners of the St. Louis Small Business Monthly Best in Business Awards!

Best List 2013 Award Honorees
For the fourth year, we’ve asked our readers to let us know the BEST companies in St. Louis.  The following honorees have been chosen as the BEST.
The top winners will also be honored at a special luncheon October 23, 2013, 11am-1pm at the St. Charles Convention Center.