MARTECH MINUTES: How to Grow AUM in 2025 – Advisor Marketing
By Teresa Leno, CEO and Founder of Fresh Finance
As a financial advisor, your services are pivotal in helping individuals and businesses make suitable financial...
MARTECH MINUTES: AI-Generated Images-Potential Implications for Wealth Organizations
As artificial intelligence continues to evolve, so does its potential for generating images, creating implications for many industries, including wealth organizations.
MARTECH MINUTES: 2025’s Most Significant Advisor Marketing Trends
Today's marketing landscape is increasingly complex and competitive, characterized by fast-paced change, fluid client and prospect preferences, and emerging Martech tools.
MARTECH MINUTES: Why Advisors Need In-House Marketing Services
In the rapidly evolving wealth management industry, it is paramount that advisors have the necessary tools to perform their tasks efficiently and effectively.
MARTECH MINUTES: How Marketing Teams Can Survive Budget Cuts and M&A
During times of change, marketing teams need to prioritize their actions. Budget cuts mean less room for experimentation, so focusing on tried-and-true tactics that deliver results becomes paramount.
MARTECH MINUTES: The Wealth Marketers’ 2025 Wish List: Seamless Martech tools
Changing technology necessitates organizations to invest in new enterprise marketing technology—or "Martech" tools—to enhance client communications and prospecting.
MARTECH MINUTES: How to Build a Wealth Industry MarTech Stack
With the advancement of technology, wealth organizations have access to a wide range of marketing software to help them reach their target audience, maintain client relationships, and work toward their goals.
MARTECH MINUTES: 5 Things Advisors Must Do Now To Grow AUM in 2025
Continuous marketing is critical to expanding your client base and growing your AUM. Here are five 'marketing things' that every advisor must deploy now to grow their business in 2025.
MARTECH MINUTES: How Using Finance Content Equates to Being a Thought Leader
Participating in social media, sending clients a monthly newsletter, being featured in industry webinars, and attending events are ways to become a thought leader in the wealth industry.
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...