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 […]
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 […]
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 1 – Database Management
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 […]
