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 […]
Why Content Market in Compliance-Heavy Industries?
The common saying “content is king” is even more true in today’s digital age. Industry professionals are stepping further into the spotlight, and their companies are supporting them in building their unique brands through content marketing. Now there is less focus on where one works (the company) and more on who the professional is, what […]
The Value of Enterprise Marketing Technology For Wealth Firms
The marketing world constantly evolves, especially in the compliant-heavy wealth management industry. Wealth firms are beginning to use enterprise marketing technology as a valuable tool to remain competitive and reach more clients, thus increasing their AUM. But what is enterprise marketing technology, and how can it help advisors? This article outlines the basics of enterprise […]
Critical Content Marketing Strategies for Financial Advisors
Any advisor’s marketing plan 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 this year to help amplify your marketing: Update your website’s content. Make sure to optimize your website to attract your ideal customer. Your website is the […]
Digital Marketing Basics Part 3 – Focusing on Meta Descriptions
In part 2 of our digital marketing blog series, we discussed the importance of keywords to help strengthen your website’s SEO. In this article, we will cover the meta descriptions for your web pages and how to ensure they’re helping- not hurting your SEO score. What is a meta description? According to Wordstream, a meta description (sometimes […]
