Matt Wesche, Chief Product Officer of Clout by TIFIN

MARKETING ADVICE: Marketing Automation Does a Lot More than Close More Clients

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Some forms of automation come with added bonuses, making advisors—and sometimes the technology itself—better over time.

MARKETING ADVICE: Managing the “Many-Headed Hydra” of Risk

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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.

MARKETING ADVICE: Why Doing Nothing Is a Marketing Decision Your Firm Can No Longer...

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Advisors need to have persuasive and informative digital presences that serve users at different stages in their consideration journeys. You cannot risk a poor first impression, as it may be your only impression.

MARKETING ADVICE: To Get More Leads, Bait The Marketing Hook With Custom Content

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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.

MARKETING ADVICE: The Best Times to Post on Social Media

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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.

MARKETING ADVICE: How AI Makes Content Marketing Faster, Easier and More Focused

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As the pandemic sent more people to remote work and prevented seminars and face-to-face meetings, reaching clients and prospects with relevant content became a powerful tool for business development.

MARKETING ADVICE: How Advisors Can Use Video To Meet Prospective Clients Where They Are

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Good wealth management marketing meets clients where they are. That increasingly means that video is the way to go, according to Clout by TIFIN, an AI-powered advisor content marketing platform.

MARKETING ADVICE: How Wealth Managers Can Jumpstart Their Business By Marketing to Niche Personas

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Most advisors want to grow and realize they have to get hyper-personal to accomplish that. “We see precision and personalization increasing in importance for advisors,” said A.J. Boury, CMO of Clout by TIFIN.
Niharika

Digital Marketing Should Be A Fun Part Of Your Growth Strategy—Why Is It So...

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Wealth managers have a huge opportunity to grow through digital marketing, finding new clients, more assets, and potentially new advisors via mergers and acquisitions.