Fresh Finance Appoints Wealth Management Veteran Michael Partnow to its Board of Directors
Minneapolis, MN, December 16, 2024 — Fresh Finance, a leading MarTech solution that integrates compliance, marketing, and advisors into a unified content distribution platform, today announced the appointment of Michael Partnow to its Board of Directors. In addition to his board role, Partnow will serve as a Strategic Advisor, bringing extensive expertise to bolster Fresh […]
5 Challenges Wealth Industry Marketers Face and How to Solve Them
In the lightning-paced digital transformation age, the dynamics of marketing strategies continuously evolve. Today, marketing teams face enormous pressure and challenges to stay ahead of the curve, consistently delivering creative and effective campaigns that stand out in an increasingly crowded marketplace. However, there are ways to solve these challenges. 1) Make content relevant and work […]
Marketing Communication Policy Gaps – A Recipe for FINRA Fines
This article previously appeared in Digital Wealth News Wealth firms are increasingly confronting an array of challenges. One of the most perplexing and persistent is managing marketing communication policy gaps. Digital Wealth News recently interviewed Teresa Leno, CEO and Founder of Fresh Finance, an enterprise marketing communications solution for the wealth, banking, and insurance industries. […]
Marketing Compliance in the Wealth Industry | 5 Best Practices
This article originally appeared in Digital Wealth News Marketing in the wealth industry is a crucial aspect of promoting financial services and products. However, due to the industry’s highly regulated nature, marketing efforts must adhere to strict compliance standards to ensure that all communications with the public are within legal and ethical boundaries. Recently, the […]
Advisor Recruiting Tip: Offer ‘Free’ In-House Advisor Marketing
The wealth industry has evolved to encompass many services in today’s financial landscape. While wealth firms exist to provide financial advice and support to clients, they also must help their advisors succeed in their client engagement and communication endeavors. Advisor marketing services and communication tools are among the technology advisors need to help educate their […]
How to Avoid Client Communication Breakdowns
Maintaining consistent client communication is vital to building positive relationships with clients and attracting new ones. Advisor-client communication is no longer just emails and phone calls; it’s social media, blog posts, and newsletters, too! When client communication lacks, trust is broken, and advisors may lose the relationship. Therefore, advisors must focus on maintaining open dialog […]
7 ‘Red Flags’ Your Marketing Technology is Failing You
Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors’ business growth. However, as the Martech landscape evolves, your current software may be outdated and cause your company to lose its competitive edge. Here are seven red flags that signal it’s time to replace […]
How Advisors Can Become Thought Leaders
Content marketing continues to evolve in the financial services industry, and advisors must consider content marketing as part of a successful marketing plan. Advisors who post content have an audience eager to consume and share it, which is a powerful marketing tactic because it helps position them as thought leaders. When the audience considers you […]
Bad Economy? Increase Your Marketing
When a bad economy sets in, many wealth organizations resort to ‘playing safe’ and scaling back or halting marketing initiatives. While this may be a ‘safe’ move in the short term, it may be harder to recoup lost brand recognition when the economy turns. At Fresh Finance, we propose another plan: increasing your marketing. Here’s […]
AI and Generating Images for the Wealth Industry
This article originally appeared in Digital Wealth News Artificial Intelligence (AI) has transformed numerous facets of our lives, including how we access and use financial services. Among the many applications of AI in the wealth industry, image generation stands out as an area that promises significant potential but also raises questions about trustworthiness. Can AI […]
