Financial Services Marketing

Financial Services Marketing

About the Financial Services Marketing Group

A networking group of marketers in all categories of financial products, services and retail. Open to agencies, marketers, retailers and other providers. Designed to... more »
A networking group of marketers in all categories of financial products, services and retail. Open to agencies, marketers, retailers and other providers. Designed to share insights and forge relationships. « less

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Most Popular Discussions

Cindy H.

Cindy

Which finanical services blogs do you follow? Who do you consider to be a thought leader in the financial services arena?

posted 2 months ago

Gary A. 1 day ago • Edit • I placed this on here before as an answer to your question. The blog PHP Saving America Through Free Enterprise http://phpagencyblog.com/- by ... »
See all 18 comments »
Sam R. Bart W. Gary A.
Colin W.

Colin

Inbound Marketing - How to get prospects connecting with your business. Includes a nice Infographic.

Any finance professionals making the most out of inbound marketing? I would appreciate the sharing of ideas and tactics that have worked ...

So, just exactly what is inbound marketing? In an ideal world we would have a queue outside our door of strong prospects who are desperate for our services. Inbound marketing is all about trying to...

posted 6 hours ago

Margarita S. 5 hours ago • Edit • Margarita likes this. »
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Brandon G.

Brandon

In this report, Accenture examines how wealth management advisors and agents can use social media effectively to acquire and retain customers.

posted 1 month ago

Lindsay N. 8 days ago • Edit • Lindsay likes this. »
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Colin W.
Kim J.

Kim

In your opinion, who are the top Ad Agencies for Financial Services?

posted 11 days ago

Gary H. 3 days ago • Edit • Kim, ... »
See all 6 comments »
Mark R. Oliver T. Gary H.
Jim W.

Jim

Do financial marketers really believe that consumers believe that solicitations to switch from paper bills to e-bills are based on...

posted 1 month ago

Keisha J. 7 days ago • Edit • Keisha likes this. »
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Jim W. Gayle G.
Frank H.

Frank

Women clients . . are an important, burgeoning demographic for the financial advisor. How can advisors attract & better serve women...

What different skill sets are needed to work with women versus men? http://eepurl.com/lBVsD

posted 26 days ago

Mark A. 10 days ago • Edit • ... and taking the time to learn about her story. »
See all 12 comments »
Miriam S. Mark A. Mark A.
John M.

John

Posters: I'm being more diligent in deleting posts that have no direct connection to FS Mktg. If your post is general in nature, I'm...

posted 4 months ago

Randy S. 1 month ago • Edit • I second that demotion! Great catch Linda..and as always...great move John! »
See all 20 comments »
Randy S.
Arthur G.

Arthur

Summer and 2Q reporting time is approaching. Does your organization need financial writing help, especially with people going on vacation?

I am an experienced financial writer who has worked as a business journalist and a writer at asset management companies. I can write ...

posted 11 days ago

Craig A. 11 days ago • Edit • Craig likes this. »
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John M.

John

The future of the bank branch can still be bright....

posted 12 days ago

Identity Group F. 12 days ago • Edit • Identity Group likes this. »
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Philip E.

Philip

There’s a change happening — a big change. And some say young independent insurance agents are the catalyst for that change. They may even be leading...

posted 16 days ago

Cameron J. 14 days ago • Edit • A bit of shameless self promotion, but this upcoming article on our company is all about youth entering, and the need for more of them: ... »
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Samuel M. Cameron J.
Kate C.

Kate

Compliance, Operations and Risk – San Francisco

On February 11th the Wall Street Journal reported that SEC has launched an inquiry into the private investment funds industry, ...

posted 18 days ago

Jan H. 18 days ago • Edit • Jan likes this. »
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Colin W.

Colin

Web and Social Media Tools for finance professionals. A list of useful tools and publications. Can you add to the list?

The web and social media are great for the finance professional but where do you start? This is a selection of web, social media tools and publications that we find to be very handy and worthwhile...

posted 1 month ago

Colin W. 1 month ago • Edit • Thanks. I've used Social Bro a few times and find it useful for analysing the best time to tweet and it gives a great instant updates of what ... »
See all 4 comments »
Colin W.
Tim T.

Tim

Investment brands are different bageltuesdayblog.com

The world of investment marketing lives by its own rules. Whether you’re selling mutual funds or institutional strategies, retirement advice or asset allocation, the tried-and-true techniques of other marketing categories don't necessarily apply. Investment brands don't behave like consumer brands--or like business-to-business brands. Here's why...

posted 25 days ago

Arthur G. 20 days ago • Edit • This is interesting. I watch CNBC quite a bit and many financial companies advertise during the day. One of the few commercials I remember is ... »
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Arthur G.
Bill R.

Bill

Who has the best financial services website?

The 16th annual WebAward Competition for Website development is currently accepting entries and will prove who is the best. This is the ...

Each year the Web Marketing Association names the Best Financial Services web site as part of the annual WebAward Competition. Now in its 15th year, the WebAwards are recognized as the premier industry based Website Award...

posted 1 month ago

Sakura P. 23 days ago • Edit • Sakura likes this. »
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Leo K.

Leo

Chesapeake chief executive Aubrey McClendon relinquishes chairman post as the energy company ends a controversial incentive program.

posted 1 month ago

Lori P. 1 month ago • Edit • Stripped of his title? I think the verb in the article is relinquishes. Sorry, but I think that is bit harsh. »
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Lori P.
Arthur G.

Arthur

Article I wrote about cloud computing stocks is the cover story in the May issue of Better Investing, the magazine of the National...

I also edited a first-quarter shareholder fund report for a merger arb mutual fund this week.

Please keep me mind for writing/editing ...

posted 1 month ago

Valerie B. 1 month ago • Edit • Valerie likes this. »
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Anthony A. S.

Anthony A.

One of the most important things you can prepare for is your future. And in this future you want to make sure your estate is going into ...

The Power of an Estate Plan providencefinancialinc.com

By Anthony A. Saccaro, ChFC: On December 5, 2011, my life changed forever when my father Leonard had a massive stroke. Within an hour, I was at the...

posted 1 month ago

Lilian C. 16 days ago • Edit • Lilian likes this. »
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Erin R.

Erin

Martie Woods is Vice President and Chief Experience Officer at Deluxe. With expertise in consumer psychology and buying behavior, Martie’s charge is to improve customer engagement and loyalty throughout the financial services industry.

posted 24 days ago

Kris H. 17 days ago • Edit • Kris likes this. »
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Jack T.

Jack

What's the "Golden Rule" for Financial Advisors?

Check out this blog post called "An Open Letter To Financial Advisors: Who Do You Want to be to Your Client?"
http://safe4retirement.com ...

posted 1 month ago

Neil A. 1 month ago • Edit • Neil likes this. »
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About this Group

  • Created: March 20, 2008
  • Type: Networking Group
  • Members: 13,289

Manager's Choice

John M.

Not all banks are shrinking their brick & mortar >>> Ohio bucks trend of vanishing banks >>> from The Columbus Dispatch bit.ly/snqDwP

John M. See all »

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