How is Your RIA Firm Connecting with the Next Generation of Clients?

RIA firms often are focused on serving existing Baby Boomer (and older) clients and winning referrals from their peers that they may be overlooking a source of great potential growth – the next generation of clients. Earning their business may require some RIAs to adjust the services they provide, how they provide them and how they reach younger audiences.

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Katie Gilmore
Strong Branding Can Help Your RIA Firm Grow

RIAs recognize the relationship branding and marketing have to the growth of their business. Building a unique and powerful brand is a top concern for RIAs in 2021. The internet and social media have created countless choices for people when it comes to buying anything, including investment and financial planning services. That’s why your RIA firm needs a strong brand.

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Jennifer Nelson
How Press Releases Help You Attract and Retain Talent

Did you know that press releases don’t actually have to be sent to the press? Crazy as it sounds, you don’t have to use this age-old tactic solely for its original purpose.

Today, press releases are a great way to codify achievements for your firm. They are more formal than a blog post and can live on your website for as long as you see fit.

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Katie Gilmore
3 Growth Strategies for Law Firms Post-Pandemic

The COVID-19 pandemic forced law firms to quickly pivot and adapt in order to remotely serve clients effectively and safely. As many firms have discovered, there may be no going back completely to the old way of operating. Instead, law firms should look forward and focus on strategies that will better serve them – and their clients – in 2021 and beyond.

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Jennifer Nelson
Steps Law Firms Can Take to Identify Target Audiences

To get the clients you really want to work with, you need to identify and define exactly who your target audience is. This doesn’t mean that you have to turn away paying clients who don’t fit this mold. You just need to position your firm as the go-to resource for the types of clients you want.

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Katie Gilmore
2021 Web Design Trends for Law Firms

How can your firm instantly communicate that you are on top of the latest developments impacting your clients? Easy. Update your site with the latest design trends. Keeping your site fresh visually shows people that you are constantly looking ahead to what’s next.

Squarespace recently released its predictions for the top web design trends for 2021. Let’s take a look at how law firms can use these to instantly boost credibility.

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Katie Gilmore
3 Ways Law Firms Can Establish a Strong Brand ID

Think back to when your firm started. Are its mission and clientele the same, or has it evolved? Some small firms start out with target audiences in mind and how they will present themselves to the world. Others start off without a clear vision and end up taking whatever client work comes their way, which can make it more difficult to gain new clients on a consistent basis.

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Katie Gilmore
5 Ways to Increase Visibility in 2021

COVID-19 is not going away anytime soon, so it’s important for professional services providers to continue refining their approach to business development. In order to elevate your visibility and foster relationships with clients and referral sources, we have five recommendations to consider when planning for 2021, both with and without a budget.

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Katie Gilmore
Law Firm Marketing: Outsource It or Do It Yourself?

You went to law school to practice law. You also recognize that marketing is an essential function for your business to grow and thrive, especially when the economy is in a downturn. While some lawyers enjoy performing marketing tasks for their firms, many would rather focus on client work than marketing operations and execution.

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Katie Gilmore
Infographic: A Look at Advisor-Client Communications During COVID-19

When COVID-19 hit this year, many felt like the world came to a sudden and scary halt. Financial advisors sprang into action, focusing on calming fears and concerns while reexamining client portfolios and life goals. Communication in times of uncertainty and stress is essential for financial advisors, and how to best communicate may vary based on client age.

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Jennifer Nelson