Essential Marketing Considerations: Proper Planning and Continuous Process Improvement

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, July 7th, 2015

Bill McGuire, Principal, W.M.McGuire, LLC

Recent studies and news articles have provided insights on how high performing advisory firms are more dedicated than their peers when it comes to marketing. If you’re looking to step up your firm’s marketing game, here are 4 considerations before getting started...Read More »

The Kids in the Hall and Networking Events

By Bill McGuire, Principal, W.M.McGuire, LLC on Thursday, June 4th, 2015

Bill McGuire, Principal, W.M.McGuire, LLC

Networking events are great marketing activity for financial advisors, they work best when you ‘plan your work’ and then ’work your plan’...Read More »

Bob Veres Take on Robos at the FPANJ

By Bill McGuire, Principal, W.M.McGuire, LLC on Monday, May 11th, 2015

Bill McGuire, Principal, W.M.McGuire, LLC

As the FPANJ keynote presenter, Bob Veres, publisher of Inside Information, provides his insight on the Robo Advisor challenge and opportunity...Read More »

4 Tips for Making the Most of Your Conference Experience

By Bill McGuire, Principal, W.M.McGuire, LLC on Wednesday, May 6th, 2015

Bill McGuire, Principal, W.M.McGuire, LLC

Attending last week’s Financial Planning Association of New Jersey (FPANJ) annual conference, reminded me of the importance of planning in the conference attendee experience...Read More »

7 Tips for a Successful Webinar

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, February 10th, 2015

Bill McGuire, Principal, W.M.McGuire, LLC

One of the trickiest parts of the webinar process is to ensure a good turnout. So that you’re not sitting alone on your next webinar, here are a few things to consider when planning your promotional efforts...Read More »

Must Attend Conferences: A Winter Preview for Advisors

By Bill McGuire, Principal, W.M.McGuire, LLC on Wednesday, January 7th, 2015

Bill McGuire, Principal, W.M.McGuire, LLC

The importance of attending the right conferences cannot be taken lightly, as they provide an invaluable resource for you and the continued growth of your firm...Read More »

How High-Performing Firms View and Use Technology

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, December 16th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

As the summer winds down, the fall and winter conference season heats up. The value attending the right conference can be invaluable from an educational, strategic and networking perspective...Read More »

3 Tips for Developing Your Content Marketing Strategy

By Bill McGuire, Principal, W.M.McGuire, LLC on Thursday, October 9th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

Content marketing1 is any marketing that involves the creation and sharing of media and publishing content in order to acquire and retain customers.” For financial advisors, it can be a one of the most effective way to differentiate your firm and tell your story...Read More »

Must Attend Conferences: A Fall Preview for Advisors

By Bill McGuire, Principal, W.M.McGuire, LLC on Wednesday, August 20th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

As the summer winds down, it’s back to school for financial advisors, with the fall / winter conference season getting underway. The importance of attending the right conferences cannot be taken lightly, as they provide an invaluable resource for you and the continued growth of your firm..Read More »

6 Tips for Planning a Success Event

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, July 8th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

In this age of electronic communication and social media, we can sometimes forget the value and importance a face-to-face meeting has in the business development process. In my opinion, events are often times the greatest way to show your appreciation and create needed face time with clients and educate prospects on the benefits of working with firm..Read More »