Digital Marketing Basics Part 1 – Database Management
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 […]
How Best-of-Breed MarTech Improves Revenue
When it comes to marketing, it’s a combination of science and technology that must combine to produce results. In the financial service industry, CMOs and marketers are changing how they manage marketing technology (MarTech). Throughout the past few years, financial marketers and their employers have realized how vital assisting advisors with their marketing is. As […]
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 […]
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 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 […]
