Recent Articles

How to Keep Financial Advisors Compliant

Filed in Marketing Ideas on June 27, 2017 by
How to Keep Financial Advisors Compliant

A wealth management organization’s most valuable asset is their reputation. Brand and legal compliance are areas where advisors can cause havoc, and potentially cost your organization huge fines and penalties, with rogue behavior. Brand compliance is not top-of-mind for advisors. They are already spending too much of their time on administrative tasks, so making sure […]

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How to Mine Customer Data from Financial Advisors

Filed in Marketing Automation on June 27, 2017 by
How to Mine Customer Data from Financial Advisors

Delicious customer data is locked up in your advisor’s laptops. The valuable results of candid customer conversations are sequestered with advisors in the field, but that data could do wonders for your organization. The data helps create a holistic view of your customers, build more engaging campaigns and inform high-level strategy. A clearer view of […]

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Four Tips to Personalize Field Marketing

Filed in Sales Enablement on June 27, 2017 by
Four Tips to Personalize Field Marketing

Shatter Digital Barriers, Deliver World Class Experiences Wealth Managers, Financial Advisors and Brokers are being surrounded by challenges, from new regulations that hinder marketing to changing demographics (millennials and aging baby boomers). The stakes rise higher with the looming threat of robo-advisors, the growing dependency on digital technology and lofty customer expectations. To stay competitive, […]

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How We Saw 258% Lift in Nurture Stream Engagement

Filed in Marketing Automation on May 11, 2017 by
How We Saw 258% Lift in Nurture Stream Engagement

Omni-channel. Multi-channel. Siloed. Un-siloed. These terms get thrown around on marketing blogs so much they lose their meaning. What we mean when we talk about omni-channel marketing isn’t blasting your audience on every channel until they go deaf. We mean smart, orchestrated channel marketing that uses audience behavior, customer data and analytics to respond with […]

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Stuck in a T-Shirt: Why Sales & Marketing Need to Get Along

Filed in Marketing Ideas on May 2, 2017 by
Stuck in a T-Shirt: Why Sales & Marketing Need to Get Along

  The smarketing struggle is indeed real. So is being stuck in a t-shirt with your mean older brother after you get in a fight. And would a breakdown in communication by another name smell as sweet? We’ve all heard it before. Marketing people think salespeople need to come down to earth and stick with […]

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Some of Our Favorite Tangible Marketing Campaigns

Filed in Marketing Ideas on April 13, 2017 by
Some of Our Favorite Tangible Marketing Campaigns

What makes a tangible marketing campaign work? At its core, tangible marketing needs the same considerations as any other marketing campaign: it must build a human connection, it has to be memorable and it has to net a great return on investment. Beyond the basics, tangible marketing has to work in three dimensions, it has to […]

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5 Reasons Why Outside Sales Needs to Practice Brand Compliance

Filed in Sales Enablement on March 27, 2017 by
5 Reasons Why Outside Sales Needs to Practice Brand Compliance

Do you run a tight ship? Now think of the visibility between your sales and marketing teams. Is your sales team external? Now think of your ship. Do you see too many tacks in its course? Now, think of all the different way your brand communicates to the outside world. Do they tell the same […]

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Increase Sales Velocity in 60 Days

Filed in Sales Enablement on March 24, 2017 by
Increase Sales Velocity in 60 Days

Real sales velocity comes with true orchestration across every channel. While we at PFL are champions of tactile marketing, we know that using it the wrong way could raze your budget. Tangible marketing isn’t a replacement for any other channel in your mix. It is a catalyst for your marketing. It’s ignitor fluid. It’s rocket fuel. […]

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How Tactile Marketing Increases Response Rates

Filed in Marketing Ideas on March 17, 2017 by
How Tactile Marketing Increases Response Rates

In a perfect world, everyone would respond to you. Your calls would be returned immediately. All your emails would be opened — and answered — and you would have dozens of prospects flooding your pipeline. Yet somehow, the world is less than perfect. Contacts are too busy to notice your hellos. Conversations get lost as team […]

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Get the Most Out of Your Martech Investment

Filed in Marketing Automation on March 13, 2017 by
Get the Most Out of Your Martech Investment

Marketing automation platforms can help you do a lot more than bombard your prospects with emails. Stop this insane race to the bottom and get the most out of your investment.

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