Why a MarTech Strategy is Important for Wealth Firms

This article originally appeared in Digital Wealth News Various facets of technology revolutionize the wealth industry, and marketing is no exception. Among the diverse array of innovative technology options, MarTech, or Marketing Technology, stands out as an instrumental tool for these organizations. The concept of a MarTech strategy has become increasingly critical in optimizing marketing […]

A Quick Guide to Selecting Advisor Marketing Technology

In today’s competitive business landscape, having a comprehensive and well-executed marketing strategy is essential for success. That’s why choosing the right enterprise marketing technology (MarTech) for your organization is essential. For regulated industries, selecting marketing technology can be more complex due to compliance oversight and others needing access to the marketing assets and tools.  Here’s […]

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 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 […]

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 […]

The Shift to Social Media for News Content

A recent Pew Research report ‘News Consumption Across Social Media’ highlights how Americans access news content and each social media platform’s role. The survey of 11,178 people across the U.S. provides a detailed view of key trends and habits. The report indicates that last year, 36% of respondents indicated that they regularly get news content on […]

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 […]

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 […]