Financial Education: A Wealth Firm’s Duty
Financial literacy is a vital life skill, much like reading or writing. In a world dictated mainly by fiscal decisions, we must empower everyone with a fundamental understanding of how money works. Pair this paradigm with the undeniable increase in the complexity of financial markets, amplifying the critical need for financial education. Due to their […]
7 Signs It’s Time to Replace Your Marketing Technology
This article originally appeared in Digital Wealth News’ MarTech Minutes. Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors’ business growth. However, as the Martech landscape evolves, your current software may be outdated and cause your company to lose its competitive edge. Here […]
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 […]
The Changing Role of Wealth Industry Professionals: From Facilitator to Educator
Traditionally, wealth, banking, and insurance professionals were facilitators, managing transactions and providing products and advice. Investing coupled with products is a critical strategy for wealth building. Still, some customers require a deeper understanding of financial markets, product options, and potential risks. In recent years, there has been a growing expectation among the public that organizations […]
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 […]
Social Media: Statistics for Financial Professionals’ Engagement
The rise of social media has ushered in a new era of communication, marketing, and client interaction. It has become an essential tool for businesses across all sectors, and the financial industry is no exception. Financial professionals are traditionally known for their conservative approach, keen decision-making skills, and robust methodologies to handle their client’s financial […]
Elevating Advisor Marketing Using MarTech Integrations
The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their services. But ‘the list’ is generally comprised of ‘do-it-yourself’ solution providers, leaving the Advisor responsible for their marketing. While these solution providers may offer additional services or tech solutions […]
How Investors Benefit From Finance Content Marketing
In today’s dynamic business environment, investor communication is vital to maintaining assets under management and ongoing engagement. As such, finance content marketing is a highly effective strategy financial organizations and their advisors use to communicate with and attract potential investors when leveraged by the power of marketing technologies. Investors often seek reliable information to help […]
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 […]
