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Three Cheers for Ameriprise!
Today American Express Financial Advisors officially changed its name to Ameriprise. I say bravo!Good brand stewardship means being completely realistic about what a brand really is, what it can do,...
View ArticleOh the same, the same, the same – plus ça change!
Well, we’re hitting the peak of another bull market. On the ride up, many of the big financial services firms have started advertising again. And they seem to all be following the leader like lemmings...
View ArticleThe key to making Camelot last …
There is a legend often repeated about one of the great EVPs at a major investment company. Let’s call her Susan. At the end of a major client conference about five years ago, she announced to her...
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Mirror, mirror on the wall – Why Fidelity’s campaign is more than a Sleeping...
There are a few self-evident truths in the branding business that every client and agency will be happy to share with client management:Branding is a long-term proposition and essential to a company’s...
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Even Financial Services Companies Can Benefit by Thinking Global
Global marketing and globalization are traditionally thought of as trends relevant to consumer goods and not financial services. Or at least not financial services distribution businesses. After all,...
View ArticleThe True Power of CRM …
Many managements rightly question what all too often seems like the bottomless pit of informational technology expense dedicated to CRM, or customer relationship management. It seems many CRM projects...
View ArticleFive Keys to Lower Costs and Higher Revenues from Your Website
In recent days several colleagues have asked me to pull together my thoughts on this topic. These requests come from the work that I've done in developing online financial services and re-designing the...
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Fidelity Is "On Code"
Fidelity has a new advertising campaign. While in some ways it is a pity that Fidelity chose to cede the Boomers' territory to Ameriprise, this campaign may be an even better fit for the Fidelity...
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