2024 Social Media Trends for Financial Professionals

As we edge closer to the New Year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry. Financial professionals must stay updated and adapt to emerging social media trends to participate in this digital landscape. We recently sat down with Teresa Leno, CEO […]

What’s the Best Finance Content: Original or Enterprise?

This article originally appeared in Digital Wealth News Understanding finances is a crucial aspect of today’s world. To stay ahead, wealth organizations heavily rely on accessible finance content that can keep their clients updated on the latest financial news and provide financial education. With the flood of available financial content online, the common question is: […]

The Impact of Finance Content Marketing

The internet has dramatically shifted content marketing strategies in almost every industry, and the financial services industry is no different. Content marketing has become an important part of advertising the services of financial advisors and their firms. For advisors, content marketing offers a unique and personal connection with clients and prospects. Today, investors realize the […]

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 […]

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 […]

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 […]

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 […]