The Evidence-Based Marketer

Symmetry Partners, LLC

Marketing is rapidly evolving from an art to a science.

The Evidence-Based Marketer is a podcast and resource—with a special emphasis on financial services marketing—focused on how you can use data and research and time-tested strategies to be a more effective marketer. Whether you’re looking to grow your business or provide a better client experience, we help you put the science of marketing behind almost everything you do.

All Episodes

From lack of a marketing strategy to being generic to not understanding your audience, this episode focuses on 10 common bad habits that are holding marketers back from achieving better results. Visit www.theevidencebasedmarketer.com to learn more. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. Please note that nothing either stated or implied on this podcast is intended to be Compliance or Legal advice regarding your Marketing Program.

Oct 21

21 min 36 sec

Now that you've put the work into developing your website, how can you leverage it to develop leads, and more effectively serve clientele? In this episode of the Evidence-Based Marketer, we discuss marketing automation technology. Specifically, we'll define what it is, the best practices to adopt, and how you can implement it. Visit www.theevidencebasedmarketer.com to learn more. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. Please note that nothing either stated or implied on this podcast is intended to be Compliance or Legal advice regarding your Marketing Program.  

Oct 7

23 min 59 sec

A high-quality website is both a useful resource for customers, and a lead-generation tool for new business. In this episode, we discuss the common pitfalls of some websites, and how they can be drastically improved by making specific changes. Visit www.theevidencebasedmarketer.com to learn more. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. Please note that nothing either stated or implied on this podcast is intended to be Compliance or Legal advice regarding your Marketing Program.

Sep 23

31 min 10 sec

We continue our focus on persuasion with details on 8 persuasion techniques (such as Unity, Liking, Social Proof), including a technique that increases your chances of getting agreement by 50%. Visit www.theevidencebasedmarketer.com to learn more. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. Please note that nothing either stated or implied on this podcast is intended to be Compliance or Legal advice regarding your Marketing Program.

Sep 9

29 min 45 sec

How can you be more personally and professionally persuasive? In this episode we focus on first impressions and body language. How can you come across as more warm and competent (the two major elements of first impressions)? We also examine what physical cues can—and can’t tell us—about how someone might be feeling. Visit www.theevidencebasedmarketer.com to learn more. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. Please note that nothing either stated or implied on this podcast is intended to be Compliance or Legal advice regarding your Marketing Program.

Aug 26

21 min 40 sec

Social media is not just for prospecting.  It is also a powerful tool for educating clients, gaining deeper insights into their lives and social and professional networks, and building stronger relationships. In this episode we look at the critical role social media can play in elevating your client experience.  Visit http://www.theevidencebasedmarketer.com to learn more. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. Please note that nothing either stated or implied on this podcast is intended to be Compliance or Legal advice regarding your Marketing Program.

Aug 12

23 min 54 sec

Clearly articulating the value you provide to your clients can lead to more referrals, faster growth, and a more efficient and scalable business.  As the Marketer, Stephanie Bogan, says, “When the vision is clear, the decisions get easy.”  In this episode we look at how to construct an effective, memorable and durable value proposition/mission statement, including the key ingredients and how to use it in your business. Visit http://www.theevidencebasedmarketer.com to learn more. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. Please note that nothing either stated or implied on this podcast is intended to be Compliance or Legal advice regarding your Marketing Program.

Aug 12

17 min 32 sec

More than 3.75 billion people around the world use social media. And that number continues to grow. It’s becoming increasingly imperative for businesses to use social media as part of their overall marketing and communications  strategy. In this episode of The Evidence-Based Marketer, we dive into some of the best practice for optimizing your social media to generate leads. Visit http://www.theevidencebasedmarketer.com to learn more. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. Please note that nothing either stated or implied on this podcast is intended to be Compliance or Legal advice regarding your Marketing Program.

Jul 29

35 min 23 sec

For many businesses, your clients’ first impressions of you and your services and solutions will be shaped by your digital presence.  From social media to your website, your digital ecosystem is how people research and validate (as well as refer) your company.  In this episode we look at how you can create a consistent and compelling digital strategy that allows you to clearly differentiate yourself and gain efficiencies of scope and scale. Visit http://www.theevidencebasedmarketer.com to learn more. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. Please note that nothing either stated or implied on this podcast is intended to be Compliance or Legal advice regarding your Marketing Program.

Jun 30

27 min 18 sec

How hard is your brand working for you? That’s a question marketers should ask themselves regularly—but seldom do.  A strong brand can lead to greater client loyalty and faster growth, but even successful brands may need to be refreshed periodically.  In this episode, we look at a time-tested, four-step process for building—or refining your brand.  We look at everything from defining your brand’s promise and personality to brand architecture to key considerations for successful messaging. Visit http://www.theevidencebasedmarketer.com to learn more. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. Please note that nothing either stated or implied on this podcast is intended to be Compliance or Legal advice regarding your Marketing Program.

Jun 30

28 min 8 sec

Marketing used to be extremely subjective, grounded in art and intuition.  Now, the ability to track and measure almost everything, provides marketers with powerful insights into how to evolve and fine tune tactics and strategies to optimize effectiveness.  In addition, new insights into the emotional forces and intellectual biases that drive consumer behavior provide us with a more scientific understanding of how to deliver resonant message and solutions. In this episode, we provide an overview of this brave new world and what it means for marketers today. Visit http://www.theevidencebasedmarketer.com to learn more. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. Please note that nothing either stated or implied on this podcast is intended to be Compliance or Legal advice regarding your Marketing Program.

Jun 30

16 min 51 sec