This article originally appeared in Digital Wealth News’ MarTech Minutes. 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 … Read more
This article originally appeared in Digital Wealth News’ MarTech Minutes. 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 … Read more
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 … Read more
Whether you are producing blog posts, a newsletter, a podcast, or infographics, remaining consistent is the most important thing to keep in mind. 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 … Read more
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 … Read more
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 … Read more
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 … Read more
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 … Read more
Referrals alone are not enough to ensure that your practice continues to grow. Digital marketing is the easiest way to increase your client base and stay connected to your clients. However, there are considerations as you start your digital marketing journey in a regulated industry. Here, we outline seven basic ways to help grow your … Read more
No matter how many options customers or prospects can contact your company, you may still receive messages through social media. Your initial reaction may be to guide people to your website to contact your support team. However, that may not be the best option as it may frustrate a customer or prospect by adding additional … Read more