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 […]

Why Wealth Firms Should License Enterprise MarTech For Their Advisors’ Marketing

The marketing department often provides a vendor list for advisors to select technologies to help them market their services. But ‘the list’ generally comprises ‘do-it-yourself’ solution providers, leaving the advisor responsible for their marketing. While these solution providers may offer additional services or tech solutions for advisor marketing, they often cost significantly more and take […]

How to Enhance Your Client Communication Using Content

Maintaining consistent communication with your clients is imperative for strong relationships and attracting new business. For financial advisors, a significant reason clients may be unhappy with their advisors is a need for more communication. Communication is no longer just emails and phone calls; it’s social media, blog posts, and newsletters too! Tackling the communication breakdown […]

How Wealth Firms Can Grow Harnessing Financial Content

The past few years have been lucrative for the wealth management industry thanks to favorable market performance. But, with today’s economic challenges and a changing client demographic as younger generations inherit, firms and advisors must plan how they communicate with current clients and attract new ones to grow AUM. A recent article by McKinsey highlights what […]

The 411 on Content Marketing For Advisors

Content marketing is one of the best ways to improve your website’s search engine (SEO) rankings. 72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients find you via your website when searching for a financial advisor. Content marketing is also an effective way to establish credibility and […]

Why Posting Finance Content is Critical for Advisors

Whether you are producing blog posts, a newsletter, a podcast, or infographics, remaining consistent is the most important thing to remember. Posting finance content regularly helps you as a financial advisor stand out from the competition and positions you as a thought leader in the wealth management industry. Here are four reasons why staying consistent […]

4 Tips for Promoting Your Next Event on Social Media

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Before your organization’s next event, creating high-quality content before, during, and after your event can increase attendance, leads, and interest in future events you may plan. As part of your marketing strategy, here are four tips to keep in mind when using social media to promote your event: Tip #1- Plan ahead It’s essential to […]

Collaborating with Influencers: Is It Worth the Hype?

Fresh Finance blog_Collaborating with Influencers: Is It Worth the Hype?

In the past few years, influencers have become a part of modern culture and a wide range of marketing campaigns. Social media users with large and deeply engaged audiences are a great way to gain awareness of your product or service in the marketplace. Why influencer marketing?  Influencer marketing works because these influencers have built […]

Digital Marketing Basics Part 3: Focusing on Meta Descriptions

Fresh Finance blog_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 […]

Digital Marketing Basics Part 2: Using Keywords To Amplify Your Content

Fresh Finance Blog_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 simply write a few blurbs for your website- paying attention to and using keywords is critical if you want to boost your SEO.  What are keywords? According to SEMrush, a leading SEO management tool, keywords are search terms […]