Value Your Data

We have heard industry veterans like Roger Gudobba and others say, “It’s all about the data.” The phrase has become so overused that it almost means nothing anymore. However, lenders and vendors alike should listen to this sound advice. Roger was talking about how data can improve the mortgage lending process, and that’s true, but I’m here to say to you that data can improve your marketing process, as well.

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In a White Paper entitled “Put Data First: Why Data Quality in CRM and Marketing Automation are Top Priority” written by RingLead, the author states that whatever your situation may be, you will quickly realize that it all comes back to data, because data is the real value in your CRM and marketing automation platform.

We don’t mean to trivialize the importance of workflows, automated processes and drip nurturing campaigns that these systems offer. These features are one of the primary reasons that organizations invest so much time and money into their implementation and ongoing administration and improvement, but many are rendered utterly useless when they come into contact with dirty data.

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Dirty data has a way of silently infiltrating your organization, creating frustration, inefficiency, and loss of confidence (eg. dismal user adoption) in the systems themselves. It can affect each department and group of stakeholders in a very different way, but unless there is a “State of Our Data” address, the problem is not brought to the forefront of the organization’s collective psyche.

One of the key requirements of a customer and prospect database is to easily segment the records, allowing your organization to interact with one set of contacts differently from others. This can be easy if you have a strict set of values for each field and the input is controlled at the insertion point.

A common requirement is segmentation by job title, but there are simply too many variations on an individual’s job title to try to account for each with a picklist value, so the standard method of insertion is via a regular text field. This creates a pretty big problem for segmentation.

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According to a 2013 Experian QAS survey, 94 percent of businesses believe there is some level of inaccuracy within their CRM systems. When you think about the time, money and focus that is put into CRM, an allowance for inaccurate and useless data is mind boggling.

Think about the time that your organization is wasting sifting through inaccurate or worse, completely useless, data. Inaccurate data leads to:

>>Wasted sales efforts on useless bits of information stored in CRM, leading to discontent and potential abandonment of the CRM system (ie. decreased user adoption)

>>Longer wait times for support while reps are forced to piece together information while on the phone with a customer, leading to decreased customer satisfaction

At Sirius Summit 2013, Jim Ninivaggi, Service Director of Sales Enablement Strategies at Sirius Decisions cited a study that found roughly 30% of an enterprise salesperson’s time is spent doing research on the Internet. If you think about that in the context of an 8 am – 6 pm workday, that means that 35 days per year are spent doing research.

In Data Driven: Profiting from Your Most Important Business Asset, Thomas C. Redman sums up the advantages of data completeness as “A moat around our business [that] gives us a unique competitive advantage.” Nowhere is this more evident than the aspect of data completeness.

Duplicate records in CRM and marketing automation platforms are a familiar aspect of bad data. The errors and frustration that duplicates cause can be felt across most departments at almost every level.

Reports are skewed, the wrong messages are being sent, and quarrels are created over one record that somehow made it into the system twice and was distributed to two different sales reps.

How are duplicate records created? Today’s CRM and marketing automation platforms come equipped with very basic duplicate identification, which is, in almost every case, based on a scan for an exact-match email address.

Many modern, technology-enabled organizations are using more than one software platform to manage their customer and prospect data. It is crucial to keep your data in sync across your email, ERP systems, CRM, marketing automation platform, and more. If your data quality plan is limited to one platform, you’re only solving part of the problem.

It’s important to remember that dirty data can be a big problem, but can be easily solved. Analyze the problem and try to hone in on the areas that are causing the most pain. Then get in touch with a team that has experience in resolving these types of issues.

For example, NexLevel Advisors is focused on companies that are looking to take their business to the next level. NexLevel Advisors assists you in elevating your results. Creating new opportunities, executable strategies, and delivering results creates an environment that promotes continual growth and business value for your company.

We add value through strategic advice specific to your company. Our team has years of experience and have been in your situation and position. These individuals possess in-depth knowledge of your complex product and service offerings, the nuances of your market segment, and the challenges of your product roadmap and lifecycle. We deliver customized differentiation in the marketplace for your organization while producing measurable results.

What this means for your business is that you get customized programs from accomplished executives who offer proven results-oriented solutions specifically created to take your organization to the next level, quicker and more strategically than you could on your own.

NexLevel’s experience has covered multiple industries including: Financial Services, Healthcare, Legal Services and Insurance in delivering marketplace results, with extensive expertise in complex technology oriented products and services. Our customized solutions help you to sell more, more frequently, to more people by clearly establishing your specific value propositions. This is where real world experience, strategy and execution deliver measurable results for your organization.

For over 20 years the advisors of NexLevel have been leading and creating market leaders in business, delivering success after success in taking companies to the next level in revenues and profitability. This vast expertise comes from real world experience in running companies, building organizations and holding the following positions of leadership: CEO, CMO, VP Business Strategy, and Director of Sales & Marketing. Our experience makes the difference in your business.

If your CRM reporting seems “off”, if your marketing campaigns are less than impressive, if your sales team is underperforming, then this is your system flashing the Check Engine light. More often than not, dirty data is the root cause.

About The Author

Michael Hammond
Michael Hammond is chief strategy officer at PROGRESS in Lending Association and is the founder and president of NexLevel Advisors. They provide solutions in business development, strategic selling, marketing, public relations and social media. He has close to two decades of leadership, management, marketing, sales and technical product experience. Michael held prior executive positions such as CEO, CMO, VP of Business Strategy, Director of Sales and Marketing and Director of Marketing for a number of leading companies. He is also only one of about 60 individuals to earn the Certified Mortgage Technologist (CMT) designation. Michael can be contacted via e-mail at

Perfect Your E-Mail Campaigns

Email marketing is one of the original and often most successful forms of digital marketing. But email is kind of like your favorite restaurant—just because it’s popular doesn’t mean you can let quality slide. One bad meal (or email) can have damaging effects on a brand.

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We’ve all received a marketing email with a blatant spelling error or broken link. It happens, but it doesn’t do much for the credibility of the sender, and it might just go straight to the trash.

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And if you’re on the other side of a marketing email, you want to avoid errors at any cost!

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Today’s infographic by direct mail management company Citipost Mail will help you do just that. It lists 10 things to avoid in an email. And if something does go wrong (perish the thought), the graphic advises four steps to manage the damage.

For a checklist on what not to do in your next email campaign, see the infographic:

Progress In Lending
The Place For Thought Leaders And Visionaries

Back To Basics

As the mortgage industry becomes more advanced, sometimes classic strategies are still worthy of use. For example, in the article entitled “Creating Lead Magnets That Convert” by Clayton Johnson, he says marketing techniques are amazing. No matter how much technology advances online, some techniques never go out of style. One of these classics is a lead magnet.

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Let’s take a look at what lead magnets are and how they can improve your marketing efforts.

How They Work

Traffic is great. But online success is about more than just driving people to your site. You want visitors who are actually interested in the products or services you provide.

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Lead magnets are a marketing technique used to attract leads that are likely to convert. Basically, you offer something for free in exchange for the person’s email address. Then, you send this potential customer additional emails. Each email provides additional free content as well as information on your brand. Slowly but surely, you’re driving the customer toward a sale. This process is called a conversion funnel.

The Right Magnetic Energy

Here’s the thing. Suppose you sell designer furniture: You decide to offer a free product in exchange for email addresses as a way to generate some leads. You can probably get a ton of email addresses if you offer free iPads or big-screen TVs. Of course, that would be incredibly expensive, but you’re almost guaranteed to get a lot of responses.

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The problem (aside from the cost) is that those email addresses aren’t going to be very good leads. Pretty much everybody wants a free iPad. There’s no particular connection between people who want a free iPad and people who want to buy designer furniture.

Offering Free Content

You want to offer content related to your brand. Here are three key ingredients to consider when developing your lead magnet:

>>Is this content something your audience will care about?

>>Does this content have any real-world value?

>>Does this content help solve a problem?

The first step to success is to understand your audience. You’ll want to develop a buyer persona. This is a detailed, fictional person who represents your larger customer base. You’ll also want to understand how your brand is perceived.

Launching A Lead Magnet

The ideal piece of content is something you can create for free but other people are willing to pay more for. This often means creating written content like an e-book. A great way to find out what type of information is popular in your niche is to search the Kindle Marketplace. What e-books are selling well? What type of format does the audience respond to?

When you’ve found some best-selling e-books, take a look at the reviews. Are there any common complaints? You’re looking for shortcomings. The idea is to create a better e-book and then offer it for free. You’ll promote the book by showcasing how your e-book has information the competition lacks.

Creating New Content

Writing an e-book can be a fairly labor-intensive project. Fortunately, you can still generate leads even before the book is finished. Hit up your social media pages and announce the topic of your new e-book. Explain that you’re just starting the writing process. Ask your social media followers for feedback. This accomplishes two things:

>>You’ll learn about the specific topics your potential audience is interested in.

>>You’ll create advanced buzz and excitement for your e-book.

Of course, once you do this you need to actually finish the e-book. If you can’t deliver on your promise, your customer base will have a hard time trusting you when it’s time to make a sale. But as long as you deliver, an announcement is an effective strategy.

Creating free content can pay off big time in terms of brand awareness and conversions. Following the tips above will focus your marketing efforts on people who are most likely to be interested in the products or services you provide.

About The Author

Michael Hammond
Michael Hammond is chief strategy officer at PROGRESS in Lending Association and is the founder and president of NexLevel Advisors. They provide solutions in business development, strategic selling, marketing, public relations and social media. He has close to two decades of leadership, management, marketing, sales and technical product experience. Michael held prior executive positions such as CEO, CMO, VP of Business Strategy, Director of Sales and Marketing and Director of Marketing for a number of leading companies. He is also only one of about 60 individuals to earn the Certified Mortgage Technologist (CMT) designation. Michael can be contacted via e-mail at

Not Everything Needs To Be Digital

There is a lot of buzz around the digital mortgage, but not everything needs to be digital. What do I mean? Some marketing needs to be direct mail. In the article “How and When to Use Direct Mail as Part of Your Inbound Marketing Strategy” by Mac McAvoy, he writes that direct mail regularly gets a bad rap as an exclusively outbound-focused tactic that doesn’t keep up with the ways buyers want to consume content.

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But in the right situations, direct mail could be a crucial differentiator in a world where 78% of consumers have unsubscribed from a company’s email list because the company was sending too many emails.

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Just as a product that’s similar to a dozen competitors will struggle to take off, marketing that looks like everyone else’s simply won’t be memorable. Classic digital marketing tactics like email have become so overcrowded that approaching inbound creatively is crucial to standing out from your competition.

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The key to doing direct mail right is keeping it aligned with your inbound marketing funnel.

Never forget your main objective: you want to lead prospects back online to continue nurturing them there. Any piece of mail you send must direct prospects online to help you track them throughout the process — whether that’s including a link to a landing page or a code they can enter on your website. Plus, the more information you have about what kinds of offers they respond to, the better you can speak to their pain points and specific needs.

Prior to beginning any marketing campaign, your team should be laser-focused on your potential customers’ preferences and needs.

Your number one priority is standing out to those who are most likely to buy your product. This fundamental step shouldn’t change when you’re considering incorporating direct mail into your marketing. Inbound is all about meeting prospective customers where they are.

Given the plethora of other places to spend, it’ll be hard to justify spending on direct mail over, for example, paid content promotion on social media if your target audience is addicted to their smartphones.

However, if your potential customers are old enough to own homes or apartments and are likely to check their mailboxes often, direct mail could prove to be effective. It’s all about understanding what your audience needs.

If you’ve identified that sending a letter or postcard is an effective way to reach your particular prospects, you can begin to think about the moments in the buyer’s cycle when it’s best to reach out with the personalized touch of a physical piece of mail.

For example, a prospect finds a piece of content useful and subscribes to your blog to stay in the know. So what’s your next step?

Keep in mind that all your prospect did was subscribe to an email list. That means they’re probably still a pretty “cold” lead. If they found a blog post through organic search or because they saw a headline that looked interesting on LinkedIn, they’re not going to appreciate receiving any type of content that attempts to make a hard sell, let alone a postcard explaining your pricing.

Think about the number of coupons and offers that you’ve discovered in your mailbox, only to toss them in the recycling bin immediately. Those pieces of mail probably weren’t relevant to needs you’d expressed.

You need to make the content you’re offering via direct mail speak to the individual. That means that if at all possible, you want to segment your mailing list in the same way you’d segment an email list.

Ultimately, striking at the right time with direct mail comes down to maintaining awareness of your prospects’ stage in the buyer’s cycle. Craft the direct mail piece that stands out from the rest by showing that your company understands their leads.

About The Author

Michael Hammond
Michael Hammond is chief strategy officer at PROGRESS in Lending Association and is the founder and president of NexLevel Advisors. They provide solutions in business development, strategic selling, marketing, public relations and social media. He has close to two decades of leadership, management, marketing, sales and technical product experience. Michael held prior executive positions such as CEO, CMO, VP of Business Strategy, Director of Sales and Marketing and Director of Marketing for a number of leading companies. He is also only one of about 60 individuals to earn the Certified Mortgage Technologist (CMT) designation. Michael can be contacted via e-mail at

Win The Deal

It’s great to close that deal that you’ve been working on, but what happens when you lose the deal? Why does that happen and how can you win the deal more often? In the White Paper entitled “Why Didn’t They Buy?” put together by, their research concludes “as a data business, we know that solid, accurate, and comprehensive data drives the best decisions, and even seasoned sales professionals can improve their results by diving into the numbers. This objective study explores the multifaceted and complex buyer persona to reveal which sales approaches are effective and which aren’t—all informed by deep insights into human behavior and rationalization.”

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Specifically, this research challenged the reader to put yourself in the position of the experienced buyer who has met with hundreds of salespeople. What percentage of salespeople would you say are excellent, good, average or poor? Overall, study participants rated 12% excellent, 23% good, 38% average, and 27% poor.

Think about those figures: What are the implications of nearly 2/3 of B2B salespeople being considered average or poor? Buyers have been conditioned to be skeptical and not to trust salespeople in general. Therefore many buyers have immense RFPs and laborious spreadsheets that vendors must complete. They require each product feature and operation to be fully documented, and meticulous hands-on evaluation of each product. The goal is risk mitigation: reducing the uncertainty associated with selecting a vendor and making the purchase.

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Buyers go to great lengths to reduce the risk of buying. They may list their needs in documents that are hundreds of pages long; they hire consultants to verify that they are making the right decisions; and they conduct lengthy evaluations to test products, talking to existing users and doing pilot tests—all in an effort to eliminate fear, uncertainty, and risk. The B2B buyer is fixated on risk mitigation—and your reception as a sales professional depends on the department you’re selling to.

Also, whenever a company makes a purchase decision that involves a team of people, self-interest, politics, and group dynamics influence the final decision. Tension, drama, and conflict are normal parts of group dynamics, because purchase decisions are not typically made unanimously.

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One of the most formidable enemies facing salespeople today is no decision. What prevents prospective buyers from making a purchase, even after they have conducted a lengthy evaluation process? Every initiative and its associated expenditure is competing against all the other projects requesting funding.

What is the ability of different departments of a company to push through their purchases and defeat the company’s bureaucratic tendency not to buy? Let’s look at the profiles of the various departments in terms of how they ranked their leadership ability as a predictor of their department’s ability to promote their internal agenda. Here are department responses that strongly agreed with the statement, “I am often a leader in groups.”

Beyond their formal titles and position on organization charts, people take on specific roles when they are part of a selection committee. Some take control of the group and steer the decision toward their preference.

Based on the research results, you might expect Sales, Information Technology, and Engineering to have more internal clout to push through their projects than Marketing or Human Resources. Therefore, they’re better departments to sell into from the salesperson’s perspective. As a president of a company once told me during a win-loss interview, “At the end of the day, a project will or won’t get approved depending upon who is pushing it.”

In most industries, a single company dominates the market. Compared to their competitors, they have a much larger market share, top-of-the-line products, greater marketing budget and reach, and more company caché. For salespeople who have to compete against these industry giants, life can be very intimidating indeed.

However, the study results provide some good news in this regard. Buyers aren’t necessarily fixated on the market leader and are more than willing to select second-tier competitors than one might expect.

In fact, only 33% of participants indicated they prefer the most prestigious, best-known brand with the highest functionality and cost. Conversely, 63% said they would select a fairly well known brand with 85% of the functionality at 80% of the cost. However, only 5% would select a relatively unknown brand with 75% of the functionality at 60% of the cost of the best-known brand.

In some sales situations, it is necessary to align with the buyer’s thought process in order to win; these buyers are experienced and knowledgeable about their business and technical fields. In other situations, the buyer’s thought process must be transformed and gently shaped over the course of the sales cycle. Finally, just as a doctor must sometimes prescribe a painful treatment to heal a patient, in some sales situations you must control prospective buyers in order to help them.

What selling style do prospective buyers prefer? The survey shows 40% of study participants prefer a salesperson who listens, understands, then matches their solution to solve a specific problem. Another 30% prefer a salesperson who earns their trust by making them feel comfortable, like they will take care of the customer’s long-term needs. Another 30% want a salesperson who challenges their thoughts and perceptions, and then prescribes a solution that they may not have known about.

To better understand the impact of human nature on buyers, study participants were asked to recount the last time they experienced significant buyer’s remorse. Buyer’s remorse occurs after the purchase is made when the buyer feels a sense of regret, guilt, or anger, and they second-guess their decision.

Most people mistakenly associate buyer’s remorse with an impulsive purchase, or assume it was caused by the pressure tactics of a salesperson. When each example was laboriously analyzed, a pattern emerged. The source of buyer’s remorse can be categorized into nine different root causes. However, it is the buyer’s action, which actually caused remorse in over 70% of the examples – not the salesperson or the product that was sold.

Within every company, each department has its own “buyers.” For example, Marketing defines product requirements for Engineering; Engineering builds a prototype for Manufacturing; IT provides the systems Manufacturing needs; and Finance provides funds for IT. For the most part, each department’s buyers are internal to the company, both physically and culturally. The Sales department is unique. Sales is focused solely on external buyers who are geographic and cultural outsiders to the organization.

Within many companies, buyer persona profiles are created by Sales Enablement to provide messaging and information on how the salespeople should interact with the various types of prospects they meet. While most of these buyers personas are predicated on the customer being a rational decision maker, in reality, it is human nature that determines how buyers evaluate and who they ultimately select. There is an entirely intangible, human side to the sales process. And it is the mastery of the intuitive human element of the buyer relationship that separates the winner from losers.

About The Author

Michael Hammond
Michael Hammond is chief strategy officer at PROGRESS in Lending Association and is the founder and president of NexLevel Advisors. They provide solutions in business development, strategic selling, marketing, public relations and social media. He has close to two decades of leadership, management, marketing, sales and technical product experience. Michael held prior executive positions such as CEO, CMO, VP of Business Strategy, Director of Sales and Marketing and Director of Marketing for a number of leading companies. He is also only one of about 60 individuals to earn the Certified Mortgage Technologist (CMT) designation. Michael can be contacted via e-mail at

Take Your Business To The Next Level

In the beginning, entrepreneurs tend to focus deeply on just launching the business. But what happens when the launch and the subsequent water-treading and breath-holding period starts to subside? In the article “Ready to Scale Your Small Business? Do These 5 Things” written by Emily Richett, here’s what she suggests:

Build A Vision Your Team Shares

While scaling a business of any size takes strategic planning and focus, going from solopreneur status to a true team is a serious leap. Andrew Dymski co-founded the digital agency GuavaBox in his college dorm room. Fast forward to today, and he’s got a powerhouse global team making things happen around the world. His advice? “Spend time building out the vision for what you’re trying to build.” And that’s easier said than done–entrepreneurs notoriously, “keep their noses to the grindstone and never look up,” he adds.

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It’s an essential exercise especially during the all-important shift from one to more than one. “When you start scaling your team, you need to have a clear mission that others can get excited about.” And, as Andrew reiterates, that impacts you, too–not just your team. “Taking the time to focus on your vision can help you build the company of your dreams,” he says, “not just build out another job. You don’t want to finally lift your head up in 10 years and wonder why you wasted your time and energy hustling to build a business you don’t even like.”

Be Endlessly Data-Driven

When you’re scaling your small business, it’s essential to measure and analyze everything.

“When our digital agency went through its first growth phase in 2014, our client base grew 200% in less than three months,” says Lauren Davenport, CEO of the Symphony Agency. Like Andrew, Lauren launched her company in college. Now, she leads a team of 20. “We needed help–and we needed it now.” Their solution? They immediately wrote up job descriptions and brought in seven new team members, seemingly overnight. The only problem? They did it without any sort of hiring framework in place. And that was a problem.

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“We didn’t dig into the nitty gritty of capacity planning and profit margins,” she recalls. “Hiring more people solves all problems, right? Wrong.” In this case, bringing on new hires had the opposite impact–the quality of their product suffered big time. “I had the pleasure of learning the age old lesson of ‘be slow to hire and quick to fire,” says Lauren. “It wasn’t fun.”

The good news? “You can easily avoid this mistake,” she says. For starters, figure out your company’s key performance indicators that, specifically, drive growth and cash flow. And once you do, “measure them like crazy, and you’ll avoid the pitfalls that we learned the hard way.”

Get to Really Know Your Audience

Scaling periods are critical times to focus on who’s buying your products or services. By gaining clarity of who your audience is and where your business is going, “your employees will make decisions based on what is better for the business rather than themselves,” explains Jason Swenk, an agency growth coach and mentor.

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During his career, Jason successfully built and sold a digital agency and now he coaches other agency owners. “You need to drill down into a niche a couple levels where you completely understand your clients’ biggest challenge and what they want,” Jason says.

Don’t Be Afraid to Say No

When you first launch your business, it’s easy to fall into a ‘yes’ pattern, that is, saying yes to every client, every consumer and every opportunity that comes your way. It makes sense, beggars can’t be choosers, right? While no one’s advocating taking on clients who are going to endlessly drain your time and talent, entrepreneurs tend to be a little more lenient in selecting clients in those early days.

But, as your business begins to scale, that approach might actually hold you back. “At the end of the day,” says Andrew, “the clients that pay you the most money will bring the least headaches. The clients that pay you the least amount of money will bring the most headaches.” His advice? “When in doubt, charge more.”

Be Accountable

Most entrepreneurs, especially freelancers and consultants, “aren’t accustomed to being their own boss,” Lauren says. “It sounds like it should be fun, but holding yourself accountable can be difficult.” While accountability is always important, it’s particularly critical as you’re scaling. Lauren experienced this one first-hand. “When I hired my first business coach,” she recalls, “I couldn’t afford it, but I scraped up pennies and did it anyway.” And guess what? “It was worth it.”

About The Author

Michael Hammond
Michael Hammond is chief strategy officer at PROGRESS in Lending Association and is the founder and president of NexLevel Advisors. They provide solutions in business development, strategic selling, marketing, public relations and social media. He has close to two decades of leadership, management, marketing, sales and technical product experience. Michael held prior executive positions such as CEO, CMO, VP of Business Strategy, Director of Sales and Marketing and Director of Marketing for a number of leading companies. He is also only one of about 60 individuals to earn the Certified Mortgage Technologist (CMT) designation. Michael can be contacted via e-mail at

Overcoming Challenges

Newsflash: marketers feel overwhelmed. According to a study by Emma, only 12% of marketers say they always meet work expectations.

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The email marketing company also learned the following about marketers:

>>A whopping 64% don’t have enough the time or personnel to do the kind of marketing they would like.

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>>They suffer from conflicting priorities, with nearly 50% reporting they feel more pressure to meet internal (organizational) goals than audience expectations.

>>Nearly 40% say they wish they could do more targeted marketing.

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For highlights from the report and tips on how to overcome marketers’ challenges, check out this infographic:

Progress In Lending
The Place For Thought Leaders And Visionaries

Build Trust Through Authentic Content

Because the word authentic is so nebulous, it becomes hard to define, but I take it as creating value for an audience without ulterior motives. Yes, you want more customers. Your content shouldn’t be thinly-veiled advertising, but instead, should provide useful information to your audience. You’re not trying to be something your brand isn’t. You stay true to your company values and impart them through your content.

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Being authentic doesn’t mean pulling crazy stunts like Burger King did recently when it hacked Google Home with its ad. Authenticity isn’t attention-seeking or off-the-wall. It’s real. It feels comfortable.

So how can you build trust through authentic content?

Know Your Audience

I put this as a tip in so many of my marketing articles, because there is nothing more important than really, truly understanding your customer base. What is important to them? What kinds of questions do they have that you can answer through content? How can your brand really offer value?

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You’ll notice that none of those questions had anything to do with your product. Knowing your customer is about being a good citizen. About asking questions and listening rather than making assumptions and talking.

Remove the Mask

Many times, brands put up this facade to come off as … I don’t know, more professional? They don’t see value in letting customers into the heart and soul of the business. But that’s part of your story, and your story is what people want.

If you got the idea for your business when you fell down a flight of stairs, why not share that very human tale? If every Friday your staff dresses up like superheroes, that’s a great visual that turns your company into a band of actual humans. Don’t distance yourself from your audience; instead, connect with them.

Be Consistent

If you see success in writing really long, in-depth posts, keep doing that. Or if people go crazy for your daily Twitter tips, lather, rinse, repeat. People will begin to trust your brand when they know what to expect from it, so make consistency the key rather than being all over the place, experimenting to see what sticks.

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Don’t Be Afraid to Make Mistakes

Because brands are made up of people, they make mistakes, and that’s okay. Whether it’s a typo on your blog or misinformation you shared, don’t try to cover up the error with corporate speak. Be apologetic (“Oops! We goofed. Our apologies.”) and move on.

Being authentic is simply about being true to your brand’s nature. It should feel organic and easy.

About The Author

Susan Guillory
Susan Guillory is a writer, traveler, and entrepreneur. Susan Guillory writes about travel and marketing. Follow her on Twitter and Instagram: @unxplorer.

The Best Of Both Worlds

In today’s hyper competitive mortgage market, with fluctuating rates, an influx of regulations and enforcements, focusing on attracting new borrowers and retaining the ones you have isn’t always the top priority. It is critical to take care of those areas without losing sight of the importance on bringing on new business.

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I was reading a recent blog by IQ Total Source titled “How to Combine Print & Digital Marketing Campaigns”. In the blog they state “To be successful in today’s marketing age, it is important to have an integrated campaign: both print and digital tactics.

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Making these tools work together can be tricky, though. As with any campaign, you’ll want to start out knowing who your target audience is. This means not only knowing the demographics and parameters of your audience, but also how best to reach them. While it is easy to assume that older customers prefer print while younger customers like digital marketing, it will almost never be advantageous to operate this way.

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There are various advantages and disadvantages to both print and digital media that you should research. Most likely you’ll find that a combined print and digital marketing campaign is the way to go. Digital media is a great option because of its ease of change and the fact that you are not so strictly limited in space. You can use links to your advantage in this capacity, giving your customer an easy path of simply clicking to learn more information or even purchase your product then and there. However, print offers its own set of advantages. Information is much more easily digested in print and people like and trust something tangible.

Through both your print and digital channels, you should have a consistent look. It’s quite possible that a customer will come in contact with both your print and digital designs. Your campaign will be made stronger and clearer if your customers can easily connect the two. Make sure that the efforts you put toward your campaign can be used in as many ways as possible. Information from a newsletter can be organized in a print pamphlet or poster, used as a basis for an online banner, and expanded on for a web page. Consistency is key when managing a combined print and digital strategy.

Don’t rigidly separate your print and digital information. As we’ve already covered, it is not as black and white as assuming you’ll generate one set of customers from print and an entirely new set digitally. Including twitter handles, an invitation to visit your website, or even an online code within your print campaign can compel your audience to your digital channels and vice versa. Always make sure all of your marketing is contributing toward your desired result.

Print is not dead and digital marketing is fast growing. Both have their advantages and disadvantages, but combining them can mean the best of both worlds.”

To succeed in today’s mortgage market you need a multifaceted marketing approach to attracting, engaging and eventually bringing on new borrowers. This includes the use of both print and digital.

About The Author

Brandon Perry
Brandon Perry is President at The Turning Point. Brandon oversees all operational and administrative activities of TTP. Brandon brings over 16 years of experience in various financial services industries to TTP which enhances the Company's ability to maintain it's position as industry leader in providing customers with an advanced marketing solution.

Tradeshow Trends

Tradeshows are an important marketing tool for many businesses, but has their influence changed as companies look to promote themselves more and more online?

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Exhibition stand supplier Display Wizard surveyed 100 regular exhibitors on the pros and cons of this marketing channel and created an infographic with some of its findings.

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Tradeshows are still an important channel for many marketers, with 75% of respondents saying they saw a positive future for tradeshow marketing, and the biggest factor in whether a marketer decides to exhibit at a tradeshow is the quality of attendees, the study found.

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But many interviewees also voiced concerns about tradeshows, with the high cost of exhibiting reported as the biggest issue for most exhibitors.

Check out the infographic for more survey findings and some expert tips on how to exhibit successfully:

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