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: Why Advisors Must Provide Financial Education
For financial advisors, a significant reason clients may be unhappy with their advisors is a need for more communication and namely, financial education.
MARTECH MINUTES: AI in Marketing Communications: Friend or Foe?
Artificial Intelligence (AI) is significant among evolving technologies due to its transformative potential in revolutionizing business processes, including marketing communications.
MARTECH MINUTES: Dear Santa, All I Want for Christmas is New Martech
Wealth industry marketers want Martech tools that reduce swivel chairs and time this holiday season. Here's the list of the most desired tools for the fiinancial services sector.
MARTECH MINUTES: The Shift to Social Media for News Content
By Teresa Leno
A recent Pew Research report ‘News Consumption Across Social Media’, highlights how Americans are accessing news content, and the role that each...
MARTECH MINUTES: 2024 Social Media Trends for Financial Professionals
As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.
MARTECH MINUTES: Internal Advisor Marketing Teams are “In”
Over the past few years, many BDs, Insurance companies, and large RIAs have segmented their marketing team into two departments: corporate marketing and advisor marketing.
MARTECH MINUTES: How to Enhance Your Client Communication Using Content
A communication breakdown can create an avoidable disconnect between you & your clients. Providing timely & consistent finance articles to clients can set your firm apart from your competition & keep you top of mind.
MARTECH MINUTES: Marketing Budget Cuts: Work Smarter and Spend Less
It's no secret that in 2023 marketing budgets are being cut left-right-and-center and are about more than just reading through financial statements. We're talking...
MARTECH MINUTES: Resetting – How Wealth Firms Can Grow Harnessing Financial Content
With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current clients and attract new ones to grow AUM.