Attract & Retain Clients Using Finance Content
Content marketing is one of the best ways companies and advisors can improve their company’s search engine (SEO) rankings. 72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients looking for financial help find you. Content marketing is also an effective way to establish credibility for your advisors while creating […]
Press Release: UpContent and FreshFinance Forge Pioneering Partnership, Elevating Financial Content Curation and Distribution Tools for Advisors
Minneapolis, MN; September 26, 2023 – UpContent, the premier content curation platform, is delighted to announce an exciting collaboration with Fresh Finance, a leading financial marketing technology firm. This strategic alliance is set to transform the landscape for marketing and compliance teams, providing their advisors with a seamless means to access and disseminate pre-approved, curated […]
From Expectations to Delivering Value
The public’s expectations of the financial industry, which includes wealth, banking, and insurance, have dramatically changed over the past few years. Previously, these industries were merely tools for managing transactions or providing products such as a loan, 401(k), or a life insurance policy. Now, organizations must help their customers navigate the complexities of their financial […]
Marketing Budget Cuts: How to Work Smarter & Spend Less
It’s no secret that in 2023, marketing budgets are being cut left-right-and-center and are about more than just reading through financial statements. We’re talking about easily observable trends, visible through the strategic shifts in the industry and the adoption of new marketing technologies. This shift is about something other than running out of cash but […]
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 […]
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 […]
How Finance Education Enhances Client Relationships
In the wealth and banking industries, financial education content has proved to be a crucial game-changer. With information readily available, these organizations must keep pace and utilize finance education content to build and fortify client relationships. Here are ways financial education helps advisors and bankers build client relationships; Facilitates trust-building. Central to any client-advisor relationship is […]
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 […]
