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 […]

Digital Marketing Basics Part 2 – Using Keywords to Amplify Your Content

Anytime is a good time to upgrade your marketing tactics. Whether you manage your company’s blog or write a few blurbs for your website – paying attention to keywords is critical to boosting your SEO. What are keywords? According to SEMrush, a leading SEO management tool, keywords are search terms that a website owner will use […]

Digital Marketing Basics Part 1 – Database Management

Fresh Finance Blog_Starting a Blog 5 Tips to Help You Get Started

A common problem that marketing and advisor teams experience is creating and maintaining a hygienic database. Hygienic, in this instance, means making sure only clean and complete client data is uploaded and your team is taking measures to increase the quality of existing data. Your CRM should play a part in ensuring your data is […]

The Rise of Advisor Marketing Departments

Over the past few years, many BDs, Insurance companies, and large RIAs have segmented their marketing team into two departments: corporate marketing and advisor marketing. These companies know that helping the advisor market themselves and their services plays a large part in attracting new business and increasing AUM. With the model of advisor marketing services […]

How Best-of-Breed MarTech Improves Revenue

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 marketing technology (MarTech). Throughout the past few years, financial marketers and their employers have realized how vital assisting advisors with their marketing is. As […]

How Organizations Can Produce High-Quality Content Without Writing a Word

Consider working with an internal or external subject matter expert (SME) to create high-quality content for your organization. Often, SMEs may need more technical writing skills but can quickly relay information about your organization’s services or products and the problems it solves. Hiring an industry-specific copywriter or marketing agency can benefit your organization by writing […]

Using Keywords To Level Up Your Finance Content Marketing

Whether you manage your blog or write a few new paragraphs for your website- paying attention to keywords is critical if you’d like to boost your SEO. First, what is SEO? SEO stands for Search Engine Optimization. According to MOZ Learning Center, SEO is increasing the quantity and quality of traffic to your website through organic search […]