INTELLIGENCE FOR GROWTH: Summer Slump? Engage your Clients by Adding Value through Content
While other advisors are on vacation, you can take advantage & connect with your clients through strategic & targeted outreach. When the economy is volatile, it’s important to communicate frequently with clients.
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.
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.
Intelligence For Growth Fireside Chat Series: Featuring Niharika Shah & Meghan McCartan
Watch as Niharika Shah of TIFIN Wealth and Meghan McCartan, Chief Marketing Officer of Hightower Advisors discuss how financial advisors can accelerate growth through measurable content marketing.
INTELLIGENCE FOR GROWTH: Charitable Giving to Jump Amid Recession Fears?
It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed. Another benefit is that DAFs can hold funds indefinitely.
INTELLIGENCE FOR GROWTH: Digital Marketing Should Be A Fun Part Of Your Growth Strategy—Why...
Wealth managers have a huge opportunity to grow through digital marketing, finding new clients, more assets, and potentially new advisors via mergers and acquisitions.
INTELLIGENCE FOR GROWTH: Stepping Up Your Communication and Service to LGBTQ+ Clients
As June’s Pride Month arrives, it's important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and prospects: the LGBTQ+ community.
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.
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.