Teresa Leno 
This article originally appeared in Digital Wealth News’ MarTech Minutes. The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their services. But ‘the list’ is generally comprised of ‘do-it-yourself’ solution providers, leaving the Advisor responsible for their marketing. While … Read more
This article originally appeared in Digital Wealth News’ MarTech Minutes. 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 … Read more
This article originally appeared in Digital Wealth News’ MarTech Minutes. 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 … Read more
This article originally appeared in Digital Wealth News’ MarTech Minutes. 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, … Read more
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 … Read more
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 in 2023 to help amplify your marketing: #1- Update your website’s content. Make sure to optimize your website to attract your ideal customer. Your website … Read more
Whether you are producing blog posts, a newsletter, a podcast, or infographics, remaining consistent is the most important thing to keep in mind. 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 … Read more
Before your organization’s next event, creating high-quality content before, during, and after your event can increase attendance, leads, and interest in future events you may plan. As part of your marketing strategy, here are four tips to keep in mind when using social media to promote your event: Tip #1- Plan ahead It’s essential to … Read more
Maintaining consistent client communication is imperative for building strong business relationships. For those who are financial advisors, a significant reason clients may be unhappy with their advisors is due to a lack of communication. Communication is no longer just emails and phone calls; it’s social media, blog posts, and newsletters too! The communication breakdown According … Read more
Financial content on social media: Financial friend or foe? Social media is an everchanging landscape with new platforms arising often and a varying level of attention on each. Recently, TikTok has gained traction due to its wide range of content, personalized algorithm, with no shortage of users, 1 billion monthly users, to be specific. The … Read more