MARTECH MINUTES: Email Marketing’s Relevance in the Wealth Industry
In the fast-evolving wealth industry, maintaining enriching client relationships is paramount. Email marketing has shown to be a consistently valuable tool for wealth organizations and their advisors.
MARTECH MINUTES: Why Wealth Organizations Should License Martech Now for 2025
In our recent interview with Teresa Leno, CEO and Founder of Fresh Finance, she explains why making Martech buying decisions in the 4th quarter sets the tone for 2025 advisor marketing success.
MARTECH MINUTES: 5 Ways AI is Set to Impact Wealth Industry Content Marketing
Artificial intelligence (AI) is transforming various industry sectors, including wealth management and marketing communications. AI has significantly enhanced the efficiency and effectiveness of marcom strategies.
MARTECH MINUTES: New CRA Rules in Effect: Financial Literacy Training for Bank Customers
Banking institutions must stay abreast of compliance requirements in an ever-evolving regulatory landscape, and a recent change is the new Community Reinvestment Act (CRA) rules regarding financial literacy.
MARTECH MINUTES: The Pros and Cons of Online Advisor Review Sites
Teresa Leno, CEO of Fresh Finance, says that while online reviews can benefit advisors and wealth organizations in many ways, there are also potential drawbacks to consider.
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.