INTELLIGENCE FOR GROWTH: 3 Ways Advisors Can Drive Social Media Engagement
With about 4.5 billion people using social media globally, it’s critical for financial advisors to not only be on social media, but to stand out from the crowd.
WEALTHTECH INSIDER: Why Email Campaigns Still Matter
The email inbox, for many, has become a symbol of workplace conversations that never end and newsletters that a person has forgotten they signed up for in the first place.
MARTECH MINUTES: The Impact of Financial Content Marketing
Content marketing has become an important part of advertising the services of financial advisors & their firms. For advisors, content marketing offers a unique & personal connection with both clients and prospects.
INTELLIGENCE FOR GROWTH: 5 Tips for Visually Driving Content Engagement
Images capture the eye faster than text, so a bold visual can get your prospect to read your headline and increase clicks. An effective image can also maintain interest, support your message, and break up text.
WEALTHTECH INSIDER: Why Data Is a Differentiator for Financial Advisors
Why do clients choose you as a financial advisor over your competitors? Data can help you provide real proof of your soft skills. Here’s how data can become a differentiator for your financial advising practice.
MARTECH MINUTES: The 411 on Advisor Content Marketing
Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.
MARTECH MINUTES: Tips For Selecting Best-of-Breed MarTech
As face-to-face meetings and prospecting decreased, having a digital presence became a life-and-death situation for most firms, prompting MarTech buying decisions.
MARTECH MINUTES: Low on Content? Try Out Guest Blogging
Consistently creating high-quality content can often become difficult when it seems like there aren't enough hours in the day or dollars in the marketing budget to do so.
MARTECH MINUTES: Social Media – Financial Friend or Foe?
Social media is an ever-changing landscape with new platforms arising often & a varying level of attention on each. Short-form content on social media platforms has become important to financial content creators.
AI ILLUMINATIONS: Take Control
Have you thought about how rising interest rates will affect the banking and wealth industries? Or how these internal problems can be solved, and failures circumvented using emerging technology?











