The Time is NOW for New Advisor Marketing Tech

This article originally appeared in Digital Wealth News It’s no secret that in 2023, marketing budgets were cut due to numerous factors, including the economy, M&A, and so on. Despite the New Year, Marketing teams are still being stretched, often asked to do more with less human capital, fewer resources, and limited budgets for marketing […]

How Advisors Can Build Their 2024 Social Media Strategy

Financial professionals must stay relevant and engaged with their target audience in the digital age. Social media has emerged as a reliable tool for connecting and interacting with clients and prospects. A well-executed social media strategy can boost visibility and improve engagement, ultimately driving more business and building stronger relationships with your audience. Here are […]

Why a Bad Economy is the Best Time for More Marketing

When a sluggish economic period sets in, many businesses swiftly resort to playing safe, which commonly means scaling back or halting marketing initiatives. While this is a rational move in the short run, it can result in long-term damage that could be hard to repair when the economic tide turns. The rationale behind increasing marketing […]

The Impact of Financial Education on Enhancing Relationships

In the wealth and banking industries, financial education content has proved to be a crucial game-changer. With information readily available, financial professionals must keep pace and utilize educational content to build and fortify client relationships. Here are seven ways financial education content helps enhance client relationships. Facilitates trust-building. Central to any client-advisor relationship is the concept […]

How to Prove the Value of Marketing

This article originally appeared in Digital Wealth News’ MarTech Minutes Marketing is a significant domain in the business world; it concerns itself with all activities leading to selling products and services. However, despite marketing’s apparent significance, the value and impact of marketing efforts are sometimes challenging to quantify. Feedback about marketing efficacy is not always […]

Financial Education: A Wealth Firm’s Duty

Financial literacy is a vital life skill, much like reading or writing. In a world dictated mainly by fiscal decisions, we must empower everyone with a fundamental understanding of how money works. Pair this paradigm with the undeniable increase in the complexity of financial markets, amplifying the critical need for financial education. Due to their […]

7 Signs It’s Time to Replace Your Marketing Technology

This article originally appeared in Digital Wealth News’ MarTech Minutes. 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 […]

AI: Friend or Foe of Content Marketing?

Artificial intelligence (AI) is not a far-fetched concept but a reality transforming various industry sectors. Over time, AI has been progressively infiltrating the marketing industry, explicitly reshaping content marketing. The fusion of AI and content marketing revolutionizes how content is created, personalized, and distributed. AI has significantly enhanced the efficiency and effectiveness of content marketing […]

2024 Social Media Trends for Financial Professionals

As we edge closer to the New Year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry. Financial professionals must stay updated and adapt to emerging social media trends to participate in this digital landscape. We recently sat down with Teresa Leno, CEO […]

What’s the Best Finance Content: Original or Enterprise?

This article originally appeared in Digital Wealth News Understanding finances is a crucial aspect of today’s world. To stay ahead, wealth organizations heavily rely on accessible finance content that can keep their clients updated on the latest financial news and provide financial education. With the flood of available financial content online, the common question is: […]