Content Marketing Made Simple for Financial Advisors

The best use of a financial advisors’ time is engaging in activities that will create revenue for them and their firm. Revenue-generating activities include connecting with current clients, investing client assets, and reaching out to prospects.  If writing content for your website, emails, and social pages does not strike you as a revenue-generating activity—you are […]

Elevate Your Authority: Leverage Content to Become a Thought Leader

Content marketing has evolved tremendously over the past few years, becoming crucial to a successful marketing plan. Having an audience is powerful when they can help position your company as a thought leader by sharing your content. By sharing your content, others will look toward your company to provide answers and knowledge relevant to their […]

Ready to Launch a Podcast? Here’s How to Start Confidently

Podcasting took the world by storm, with an estimated 120 million listeners in the U.S. in 2021. And for a good reason, since podcasting is a unique way to connect with your existing customers and prospects. The casual conversation format of a podcast episode helps to humanize your brand and shares your company’s mission in […]

4 Effective Ways to Bring Empathy into Your Social Media Content

More than previously, people are looking to forge personal relationships with those they work with and buy from. Although educational and branded content makes for a well-rounded social presence, personal and empathetic posts foster higher engagement. This type of social media content is one of the easiest ways to connect with your audience. Here are […]

The Strategic Value of Advisor Newsletters

Shiny new tactics for attracting new clients may often catch our eye. However, while staying up to date on what is working in advisor marketing and what’s not is imperative, it’s also crucial to remember the basics, like a client newsletter. The newsletter was one of the first widely used marketing tools that served various […]

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 […]