Wealthtech Insider: For Better Engagement, Treat Clients Like Individuals, Not Buzzwords
As advisors try to broaden their clientele, they’re better off focusing on creating memorable experiences than on trendy client groups and prospect sources.
MARTECH MINUTES: How Investors Benefit From Finance Content Marketing
Through content marketing, investors have an opportunity to learn about the financial strength, business model, market position, and strategic direction of a potential investment.
WEALTHTECH INSIDER: How Advisors are Influencing Clients to Take Their Financial Advice
The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has become commoditized in our industry.
INTELLIGENCE FOR GROWTH: Advisors Can Use Tech To Offer Clients A Better Way To...
While many advisors offer their clients valuable advice around charitable giving, they may not have had access to the technology or processes to fully integrate giving into holistic financial services.
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.
AI ILLUMINATIONS: It is Back-to-School Shopping Time for Wealth Management Professionals!
As we approach the end of summer, the official start of a new school year is upon us, and that's when investors get settled back into their routines and meet with their Wealth Advisors again.
WEALTHTECH INSIDER: Most Advisors Have A Swivel Chair Problem
Most of advisors’ frustrations with wealth management technology stems from one issue: their applications, platforms and systems aren’t playing well together.
INTELLIGENCE FOR GROWTH: The Financial Advisor’s Guide to Becoming a Podcaster
Today, over one-third of Americans listen to podcasts regularly, so it makes sense that a growing number of financial advisors are exploring ways to integrate this tool into their marketing arsenal.
MARTECH MINUTES: From Expectations to Delivering Value
The public's expectations of the financial industry, which includes wealth, banking, and insurance, have dramatically changed over the past few years.
INTELLIGENCE FOR GROWTH: How Microplans Can Help Financial Advisors Convert More Effectively
Meeting new client demands can be a real challenge for financial advisors – particularly when many are already struggling to keep pace with evolving digital technologies.