MARTECH MINUTES: How to Infuse Financial Education into Your Practice
One of a financial professional's most critical roles is to aid in their clients' financial empowerment. Here are some ways to infuse financial education into your wealth practice.
MARTECH MINUTES: 7 Strategies to Infuse Diversity into Finance Content
Diversity is vital in every facet of life and must be so in finance content. Understanding this, infusing diversity into your finance content is essential to appeal to a broader audience spectrum
MARTECH MINUTES: The Tools Marketers Must Have in Their Toolbox
This year will likely witness a surge in demand for various types of marketing software that can effectively address an organization's emerging needs.
MARTECH MINUTES: The Deal on Content Marketing
72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients find an advisor when searching online.
MARTECH MINUTES: Building a Wealth Industry Marketing Tech Stack
With the advancement of technology, wealth organizations now have access to a wide range of marketing tools and software to help them reach their target audience and achieve their goals.
MARTECH MINUTES: Generative AI & Social Media
Wealth firms can create content for their social media channels by leveraging generative AI to create infographics, videos, and even written content that caters to their target audience's specific interests & needs.
MARTECH MINUTES: Why Advisors Must Provide Financial Education
For financial advisors, a significant reason clients may be unhappy with their advisors is a need for more communication and namely, financial education.
MARTECH MINUTES: A Vendor’s View – ‘FINRA Reviewed’ vs. ‘Compliance Reviewed’
As industry compliance and marketing professionals recognize, Rule 2210 aims to ensure that all marketing materials are fair, accurate, and not misleading.
MARTECH MINUTES: Tips for ‘Vetting’ an Advisor Communications Solution
A communications strategy has become crucial to modern business operations in the finance industry to streamline communications and campaigns, automate repetitive tasks, and make data-driven decisions.
MARTECH MINUTES: Marketing Communications Policy Gaps – A Top Concern for Wealth Firms
One of the most perplexing and persistent is managing marketing communication policy gaps. Marketing communications policies provide an outline or blueprint that guides all elements of communication.