Question

Response: Briefly Explain

1

What is Interactive Marketing?

qIt's also called _____________?

qExamples?

2

Advantages & Disadvantages of Interactive marketing?

3

In marketing, what does "opt in" mean?

qHow does it differ from "opt out"?

(2 types - one of which can be tricky)

qWhat are some best practices to improve one's opt-in success rate?

4

Explain the "40-20-40" rule

5

What are some ways to improve your direct marketing response rate?

6

As an Investment Advisor (IA) - what are three online/social media ways to build your brand?

qFrom an IA's perspective, explain the marketing value of each

7

Why are banks hesitant to use social media

(ie: what are some concerns)?

8

What is Relationship Marketing, and why is it important?

9

Explain product "penetration" and "stickiness"

10

You're a marketing manager - what is a "loyalty program"?

qWhat might an effective program look like?