How to Prove the Value of Marketing
This article originally appeared in Digital Wealth News’ MarTech Minutes Marketing is a significant domain in the business world; it concerns itself with all activities leading to selling products and services. However, despite marketing’s apparent significance, the value and impact of marketing efforts are sometimes challenging to quantify. Feedback about marketing efficacy is not always […]
Financial Education: A Wealth Firm’s Duty
Financial literacy is a vital life skill, much like reading or writing. In a world dictated mainly by fiscal decisions, we must empower everyone with a fundamental understanding of how money works. Pair this paradigm with the undeniable increase in the complexity of financial markets, amplifying the critical need for financial education. Due to their […]
The Changing Role of Wealth Industry Professionals: From Facilitator to Educator
Traditionally, wealth, banking, and insurance professionals were facilitators, managing transactions and providing products and advice. Investing coupled with products is a critical strategy for wealth building. Still, some customers require a deeper understanding of financial markets, product options, and potential risks. In recent years, there has been a growing expectation among the public that organizations […]
How Investors Benefit From Finance Content Marketing
In today’s dynamic business environment, investor communication is vital to maintaining assets under management and ongoing engagement. As such, finance content marketing is a highly effective strategy financial organizations and their advisors use to communicate with and attract potential investors when leveraged by the power of marketing technologies. Investors often seek reliable information to help […]
Attract & Retain Clients Using Finance Content
Content marketing is one of the best ways companies and advisors can improve their company’s search engine (SEO) rankings. 72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients looking for financial help find you. Content marketing is also an effective way to establish credibility for your advisors while creating […]
Press Release: UpContent and FreshFinance Forge Pioneering Partnership, Elevating Financial Content Curation and Distribution Tools for Advisors
Minneapolis, MN; September 26, 2023 – UpContent, the premier content curation platform, is delighted to announce an exciting collaboration with Fresh Finance, a leading financial marketing technology firm. This strategic alliance is set to transform the landscape for marketing and compliance teams, providing their advisors with a seamless means to access and disseminate pre-approved, curated […]
From Expectations to Delivering Value
The public’s expectations of the financial industry, which includes wealth, banking, and insurance, have dramatically changed over the past few years. Previously, these industries were merely tools for managing transactions or providing products such as a loan, 401(k), or a life insurance policy. Now, organizations must help their customers navigate the complexities of their financial […]
Marketing Budget Cuts: How to Work Smarter & Spend Less
It’s no secret that in 2023, marketing budgets are being cut left-right-and-center and are about more than just reading through financial statements. We’re talking about easily observable trends, visible through the strategic shifts in the industry and the adoption of new marketing technologies. This shift is about something other than running out of cash but […]
Digital Marketing Basics Part 1 – Database Management
A common problem that marketing and advisor teams experience is creating and maintaining a hygienic database. Hygienic, in this instance, means making sure only clean and complete client data is uploaded and your team is taking measures to increase the quality of existing data. Your CRM should play a part in ensuring your data is […]
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 […]
