MARTECH MINUTES: Why a Slow Economy is the Best Time to Increase Your Marketing
When a sluggish economic period sets in, many businesses swiftly resort to playing safe, which commonly means scaling back or halting marketing initiatives.
Fintech Corner: How the CRM Is the First Step to RIA Digital Asset Adoption
RIAs oversee more than $97 trillion in AUM, and while that is an eye-popping amount, it could grow even larger if advisors started to attract more of the digital asset pie.
WEALTHTECH INSIDER: New Marketing Rules – What CCOs Need To Do Now
In December 2020, the SEC announced the first substantive overhaul to Rule 206(4)-1 under the Investment Advisors Act in nearly 60 years. The new marketing rules change everything.
MARTECH MINUTES: How Financial Education Helps Grow AUM
For financial advisors, a significant reason clients leave their advisors and seek new ones is a need for more communication, namely, financial education.
MARTECH MINUTES: Why Wealth Firms Should License Enterprise MarTech For Their Advisor’s Marketing
For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.
WEALTHTECH INSIDER: The Importance of Staying Invested-How to Ease Investor Concerns in a Down...
Over the past year, investors and their portfolios have been dealt with a blow of volatility—which is why it’s so important for financial advisors to educate their clients on the importance of staying invested.
WEALTHTECH INSIDER: Plan One Doesn’t Exist Anymore. Time for a New Conversation?
By Eric Clarke
Dear Reader,
Last week, I kicked off this new...
WEALTHTECH INSIDER: Finding The Dollars-And-Cents Impact Of Modern Behavioral Coaching
For far too long, financial advisors have led with proprietary product pitches or the assertion that they can outperform the market through superior investment acumen.
WEALTHTECH INSIDER Four Ways to Upgrade Your Client Experience
To create the kind of wealth management experience your clients expect, you need a well-thought-out strategy that includes four critical components
MARTECH MINUTES: Attract & Retain Clients Using Finance Content
Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.