Elevating Advisor Marketing Using MarTech Integrations
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 these solution providers may offer additional services or tech solutions […]
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 […]
The Impact of Finance Content Marketing
The internet has dramatically shifted content marketing strategies in almost every industry, and the financial services industry is no different. Content marketing has become an important part of advertising the services of financial advisors and their firms. For advisors, content marketing offers a unique and personal connection with clients and prospects. Today, investors realize the […]
How Firms Can Avoid FINRA Advertising Review Fines
Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing. But paying attention to the granular details regarding wealth management industry advertising is important. Why? Because the Financial Industry Regulatory Authority (FINRA) has defined some unavoidable guidelines to comply with – which […]
How Compliant Finance Content Helps Increase Advisors’ AUM
When it comes to marketing, it’s a combination of science and technology that must combine to produce results. In the financial service industry, CMOs and marketers are changing how they manage content marketing technology (MarTech). Throughout the past few years, financial marketers and their organizations have realized how vital assisting advisors with their marketing is. […]
A Quick Guide to Selecting Advisor Marketing Technology
In today’s competitive business landscape, having a comprehensive and well-executed marketing strategy is essential for success. That’s why choosing the right enterprise marketing technology (MarTech) for your organization is essential. For regulated industries, selecting marketing technology can be more complex due to compliance oversight and others needing access to the marketing assets and tools. Here’s […]
