Digital Marketing for Financial Advisors: Become a Content Expert

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 […]

Effective Customer Service on Social Media

Fresh Finance Blog_Effective Customer Service on Social Media

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 […]

4 Ways to Infuse Empathy in Your Social Media Content

Fresh Finance blog_4 Ways to Infuse Empathy in Your Social Media Content

More than previously, people are looking to forge personal relationships with those they work with and buy from. Although educational and branded content makes for a well-rounded social presence, personal and empathetic posts foster higher engagement. This type of social media content is one of the easiest ways to connect with your audience. Here are […]

8 Things to Post on Social Media

Fresh Finance Blog_8 Things to Post on Social Media

There is no time like the present to take the plunge into creating a social media presence for your company or financial firm. A 2020 survey from Putnam Investments revealed that 89% of financial advisors who responded said they had gained new clients through social media activity. The value is obvious, but how can you […]

Digital Marketing Basics Part 1: Database Management

FreshFinance Blog_ Digital Marketing Basics Part 1: Database Management

A common problem that marketing and sales teams experience is how to create and maintain a hygienic database. Hygienic, in this instance, means making sure only clean and complete data is uploaded, and your team is taking measures to increase the quality of existing data.  You likely receive a variety of lists from your sales […]

3 Easy Steps to Creating a Content Calendar

Fresh Finance blog_3 Easy Steps to Creating a Content Calendar

Do you have many ideas for what types of content you’d like to create but are unsure how to get started? Creating a content calendar might be the perfect solution to help you organize your ideas in one place. Content calendars can make you feel less intimidated to start producing content, help you plan, and […]

5 Ways to Freshen Up Your Social Posts

Fresh Finance blog_5 Ways to Freshen Up Your Social Posts

If you manage your company’s social media pages, you know it’s easy to get stuck in your usual ways of posting. Depending on what you’re posting, you likely use similar templates every time to introduce the piece of content and entice people to want to learn more. We analyzed what some of the biggest companies […]

3 Tips for Implementing a Company Communication Process

Fresh Finance blog_3 Tips for Implementing a Company Communication Process

Whether or not to implement a process for handling company-related communication is an issue facing many marketing teams. On the one hand, company information is not marketing-specific. But, company updates need to be communicated to clients. You likely don’t want others outside your marketing and communications team going rogue by sending communications that don’t meet […]

The Power of Conversation in Content Marketing

Fresh Finance Blog_The Power of Conversation in Content Marketing

Using conversation as a tool in content marketing can be impactful in telling your company’s stories and achieving your sales goals. Since your team members are knowledgeable about your services, invite them to participate in conversational marketing initiatives. Employee conversations via podcasts or webinars provide a straightforward way for customers to get to know your […]

Utilizing Subject Matter Experts for Higher Quality Content

Fresh Finance Blog_Utilizing Subject Matter Experts for Higher Quality Content

If you want to create high-quality content, it is good to start working with internal or external subject matters experts (SMEs). But, you may find that SMEs don’t have the technical writing skills you are looking for. That’s where an industry-specific copywriter or content marketing agency comes in. Both options can offer the combined experience […]