Why Wealth Firms Should License Enterprise MarTech For Their Advisors’ Marketing
The marketing department often provides a vendor list for advisors to select technologies to help them market their services. But ‘the list’ generally comprises ‘do-it-yourself’ solution providers, leaving the advisor responsible for their marketing. While these solution providers may offer additional services or tech solutions for advisor marketing, they often cost significantly more and take […]
How to Enhance Your Client Communication Using Content
Maintaining consistent communication with your clients is imperative for strong relationships and attracting new business. For financial advisors, a significant reason clients may be unhappy with their advisors is a need for more communication. Communication is no longer just emails and phone calls; it’s social media, blog posts, and newsletters too! Tackling the communication breakdown […]
How Wealth Firms Can Grow Harnessing Financial Content
The past few years have been lucrative for the wealth management industry thanks to favorable market performance. But, with today’s economic challenges and a changing client demographic as younger generations inherit, firms and advisors must plan how they communicate with current clients and attract new ones to grow AUM. A recent article by McKinsey highlights what […]
The Shift to Social Media for News Content
A recent Pew Research report ‘News Consumption Across Social Media’ highlights how Americans access news content and each social media platform’s role. The survey of 11,178 people across the U.S. provides a detailed view of key trends and habits. The report indicates that last year, 36% of respondents indicated that they regularly get news content on […]
The 411 on Content Marketing For Advisors
Content marketing is one of the best ways to improve your website’s search engine (SEO) rankings. 72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients find you via your website when searching for a financial advisor. Content marketing is also an effective way to establish credibility and […]
7 Content Marketing Tactics for Financial Advisors
All marketing plans must be fine-tuned as industry trends, and business goals change. If you’ve found yourself growing complacent with your marketing efforts, here are seven items to focus on to help amplify your marketing: #1- Update your website’s content. Make sure to optimize your website to attract your ideal customer. Your website is the […]
Why Posting Finance Content is Critical for Advisors
Whether you are producing blog posts, a newsletter, a podcast, or infographics, remaining consistent is the most important thing to remember. Posting finance content regularly helps you as a financial advisor stand out from the competition and positions you as a thought leader in the wealth management industry. Here are four reasons why staying consistent […]
How Finance Education Enhances Client Relationships
In the wealth and banking industries, financial education content has proved to be a crucial game-changer. With information readily available, these organizations must keep pace and utilize finance education content to build and fortify client relationships. Here are ways financial education helps advisors and bankers build client relationships; Facilitates trust-building. Central to any client-advisor relationship is […]
Is It Time to Update Your Content?
A great way to continue providing fresh and relevant blog content for your readers is by refreshing your old articles. Taking the time to regularly update your content can help attract new readers and help convert these readers into customers. Your content can position you as someone they can trust when they engage with your […]
The Shift to Social Media for News Content
A recent Pew Research report ‘News Consumption Across Social Media’, highlights how Americans are accessing news content, and the role that each social media platform plays. The survey of 11,178 people across the U.S. provides a detailed view of key trends and habits. The report indicates that last year, 36% of respondents indicated that they […]
