The first conversation may happen before the first conversation. That sounds strange, but it reflects how prospects behave today. A referred prospect may conduct significant research before deciding whether to call an advisor. The new journey can be simplified to four words: Referral → Search → AI → Trust. The referral gets you into the […]
The referral is no longer the finish line. For years, advisor marketing for an independent financial advisor was straightforward: a trusted client or professional makes an introduction, the advisor has a conversation, a meeting follows, trust develops, and the relationship becomes a client relationship. That model still works. What has changed is what happens […]
I hear it all the time: “We need to do more marketing.” But what does that actually mean, and what does a marketing strategy really look like? More social media posts? More emails? A new website? Maybe some advertising? All of those can be part of marketing. But they aren’t a marketing strategy. A real […]
Sometimes the best way to make an impact is to show up. This October, Heather Pennington will be stepping outside of her usual role as Chief Marketing Officer and onto the runway as part of Best Self Atlanta’s Over 40 & Fabulous Fashion Meets Passion, an event bringing together fashion, community, and an important cause. Taking place […]
This week, I’ll have the opportunity to join wealth advisors from across the country at the Arkadios National Conference in Atlanta, and I’m genuinely excited about what’s ahead. Arkadios brings together entrepreneurial advisors from across the country, creating an environment designed around collaboration, education, and sharing ideas. And that is exactly where I love to […]
We’re excited to share that Heather Pennington, Founder and Chief Marketing Officer of iSpeak Business, was recently featured in CanvasRebel Magazine. In the interview, Heather shares insights from her career in marketing, business strategy, leadership, and entrepreneurship, offering a closer look at the experiences that have shaped her approach to helping businesses grow. With more […]
By Heather Pennington, CEO of I Speak Business If there’s one thing I’ve learned over the years, it’s this: marketing never stands still. What worked even twelve months ago isn’t enough today. Consumer behavior has changed. Search engines have changed. Artificial intelligence has changed the way people find businesses. If your marketing strategy hasn’t […]
Vote for ISB! We’re thrilled to announce – we’re on the ballot again! It’s official: i Speak Business is nominated for the 2025 Best of Georgia Awards, and we couldn’t be more excited! After winning this prestigious honor multiple years in a row, we are ready to make it an ongoing record, and we need […]
Happy Anniversary Moore Invested, we couldn’t have done it without you—our valued clients, partners, and team. Over the past year, we’ve helped individuals and families build stronger financial futures, Read More: https://mooreinvested.com/happy-anniversary-moore-invested/
