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 […]