Fintech Corner: How Practifi Converts Satisfied Clients Into Raving Fans
Practifi, a business management platform for the wealth management industry, seeks to cultivate raving fans through a set of client advocacy initiatives, said Lindsay Hanson, head of client success.
INTELLIGENCE FOR GROWTH: Four Types of Email Marketing Automation to Bolster Your Firm’s Outreach
Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media.
INTELLIGENCE FOR GROWTH: Marketing Automation Does a Lot More than Close More Clients
Some forms of automation come with added bonuses, making advisors—and sometimes the technology itself—better over time.
WEALTHTECH INSIDER: Are Megatrends a New ‘Free Lunch’ In Investing?
Incorporating thematic ETFs that embrace major “megatrends” can provide an opportunity for enhanced returns, and done correctly, result in little additional market risk.
Fintech Corner: How to Keep Culture as Remote Work Becomes Permanent
Even without the experience of a global pandemic, it makes sense that the world has moved to remote or work-from-home. In response, Practifi is organizing quarterly in-person summits for its employees.
INTELLIGENCE FOR GROWTH: Managing the “Many-Headed Hydra” of Risk
Effective financial planning has to be accompanied by consideration and discussion of risk—but risk is so multifaceted it can be difficult to discuss with clients.
Fintech Corner: The Evolution of Building an Ideal Tech Stack and Why Firms Get...
Tech stack is a term that appears across the journalistic and marketing materials targeted towards financial advisors, but where did it come from, what does it mean and where do you start in building one?
INTELLIGENCE FOR GROWTH: To Get More Leads, Bait The Marketing Hook With Custom Content
If the crises of the last decade have offered any lessons for the wealth management industry, it’s that advisors need to improve the quality and frequency of their client engagements.
WEALTHTECH INSIDER: 3 Pain Points of Client Onboarding—and How to Make Yours Better
All too often, client onboarding can be an unpleasant experience. There’s paperwork to sign, wait times to endure, and general uncertainty that can creep in.
INTELLIGENCE FOR GROWTH: The Best Times to Post on Social Media
Social media and what it takes to succeed can seem like a black box. Each platform has its own algorithm that it continually updates based on how users interact with content and their own internal goals.