AI ILLUMINATIONS: For Advisors, Moving Firms is Like Moving Fine China
In our recent DWN interview, Michael Partnow, Group President, Wealth Management at JIFFY.ai, shed light on advisor transfers, and transforming the moving experience from “darkness” to “transparent.”
MARTECH MINUTES: 5 Challenges Wealth Industry Marketers Face and How to Solve Them
Today, marketing teams face enormous pressure and challenges to stay ahead of the curve, consistently delivering creative and effective campaigns that stand out in an increasingly crowded marketplace.
MARTECH MINUTES: Marketing Communication Policy Gaps – A Recipe for FINRA Fines
Marketing communications policies must define advisors' client and prospect interaction protocols, which FINRA considers marketing communications with the public.
MARTECH MINUTES: Marketing Compliance in the Wealth Industry |5 Best Practices
Due to the industry's highly regulated nature, marketing efforts must adhere to strict compliance standards to ensure that all communications with the public are within legal and ethical boundaries.
MARTECH MINUTES: Why Advisor Marketing Starts with Investor-Focused Content
Investor-focused content is pivotal to resonating with current clients because it helps ensure that the advisor speaks directly to them, addresses their diverse needs, and helps guide their financial decisions.
MARTECH MINUTES: How Investor Acquisition Starts with Financial Education
Since every investor has different financial objectives, risk appetites, and investment preferences, the starting point in acquiring them begins with imparting financial education.
AI ILLUMINATIONS: The Gen Z Job Candidate – Seeking Purpose and Fueling Passions
DWN recently interviewed Michael Partnow at JIFFY.ai about Gen Z job seekers and their requirements when looking for work—a job with a purpose that fuels their creative passions.
MARTECH MINUTES: Advisor Recruiting: ‘Free’ Enterprise Marketing Services and Tools
The wealth industry has evolved, and free advisor marketing services and tools empower advisors with invaluable resources to attract more clients and retain existing ones.
MARTECH MINUTES: How to Circumvent Client Communication Breakdowns
Maintaining consistent client communication is imperative for solid relationships and attracting new business. According to Teresa Leno, CEO and Founder of Fresh Finance, clients may be unhappy with their advisors because they need more communication.
MARTECH MINUTES: 7 Signs Your Marketing Technology is Failing You
Effective martech can enhance your marketing efficiency, but as the industry evolves, it may be time to replace & update your martech stack. Here's seven red flags that signal it's time to replace your Martech stack.