News & Knowledge
KNOWLEDGE: JULY 17, 2017
Education as a Marketing Tool
The outreach that you provide to your clients and prospects has two roles. It should educate them, as well as provide value – meaning that your efforts do something to enhance their lives. For this reason, any sort of educational outreach is a marketing tool. These outreaches should be carefully considered, so that they are both of value to potential clientele, as well as economical for you.
KNOWLEDGE: JUNE 16, 2017
Value for Value – Generating Leads in the Age of Reluctance
When seeking to expand your business, the name of the game is LEAD GENERATION. But these days prospects are becoming increasingly disinclined to share their information – and with good reason. From SPAM to 'phishing' schemes, inboxes are constantly bombarded with unwanted content and clutter.
KNOWLEDGE: MAY 16, 2017
Peter Montoya discusses three core practices for Relationship Marketing in his latest blog.
Brand, Connect, Nurture.
Establishing and cultivating successful relationships is key to making your time absolutely productive and creating a network of valuable, long-lasting clients. These three, simple steps will help you along the way...
KNOWLEDGE: APRIL 20, 2017
Using a Blog to Generate New Leads
Blogging remains a fast and vital way to connect with your community. That means both your geographic community, (your city or area in which you operate and do business), and your professional community - the people with which you maintain business connections and relationships with.
KNOWLEDGE: FEBRUARY 17, 2017
Turning a Conversation into a Conversion
Can a simple conversation turn a prospect into a client? And what's the best way to inspire a meaningful conversation? Check out Peter Montoya's latest Blog Post for the answers...
KNOWLEDGE: JANUARY 27, 2017
Competing with "Robo-Advisors" Means Investing in Technology
Those in the Financial Industry are no doubt aware of the so-called "robo-advisor," algorithm-based portfolio management that removes much of the human interaction from the process.
NEWS: JANUARY 16, 2017
MarketingPro to Offer Unparalleled Performance Guarantee
The Financial Industry's leading provider of content marketing automation guarantees 20% growth with their system – or your money back.
KNOWLEDGE: DECEMBER 9, 2016
Preparing Your Practice for 2017
It's that time again. Getting ready for the New Year means creating a to-do list of what's vital, considering new options, and reevaluating things that might not have worked so well in the previous year.
NEWS: NOVEMBER 18, 2016
MarketingPro Announces Game-Changing Integration with RedTail CRM
Two of the Financial Industry's most sought-after and cost-effective technology solutions now work hand-in-hand like never before.