Insight

Quit treating business banking like a commodity

The secret to marketing business banking is unlocking your expertise.

A couple things happened this week that led to this post. First, I received a letter from a bank soliciting the company's business. It was like every other solicitation from a bank. The assistant vice president sending it spent the better part of the letter telling me all the usual stuff – number of years in business, services they have, number of locations, and number of ATMs.

I kept waiting for him to tell me where they fit in the banking landscape. To prove to me a specialization that will ...

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October 26, 2011
Written by Dan Salva
Chief Strategic Officer & Co-Founder

What are you? And why should I care?

From RIA to CFP to PFS, we just seem intent on making the client's head hurt.

RIABiz had an excellent post – "What exactly is an RIA?" It really reminds us of how much the investment services industry loves to define itself with all kinds of acronyms that tend to do little more than confuse the vast majority of financial services clients.

As financial marketers, this should be a wake up call. I got excited that Schwab was sponsoring a site to help explain and promote the RIAs. But after review, I still have not found a definitive explanation of ...

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October 07, 2011
Written by Dan Salva
Chief Strategic Officer & Co-Founder
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