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: 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: Leveraging Enterprise Technology for Advisor Marketing
Using enterprise MarTech at the firm level can help alleviate advisor marketing problems by streamlining technologies and reducing the marketing workload for advisors.
MARTECH MINUTES: Generative AI & Social Media
Wealth firms can create content for their social media channels by leveraging generative AI to create infographics, videos, and even written content that caters to their target audience's specific interests & needs.
MARTECH MINUTES: How to Get More ‘Social’ on Social Media in 2023
There is no time like the beginning of a New Year to take the plunge into creating a social media presence for your firm. A 2022 study by Smart Asset revealed that marketing is a top priority for FAs in 2023.
MARTECH MINUTES: Digital Marketing Basics Part 1 – Database Management
A common problem that marketing and advisor teams experience is how to create and maintain a hygienic database. Your CRM should play a part in ensuring your data is clean and up to date for marketing purposes.
MARTECH MINUTES: How AI Enhances Marketing Communications
Artificial intelligence (AI) is transforming various industry sectors, including wealth management and marketing communications. AI has significantly enhanced the efficiency and effectiveness of marcom trategies.
MARTECH MINUTES: Choosing the Best Finance Content: Original or Enterprise?
To stay ahead, wealth organizations heavily rely on accessible finance content that can keep their clients updated on the latest financial news and provide financial education.
MARTECH MINUTES: How Organizations Can Produce High-Quality Content Without Writing a Word
To create high-quality content for your organization, consider working with a subject matter expert (SME). Hiring an industry-specific copywriter can benefit your organization by writing content for your SME.
MARTECH MINUTES: The Rise of Advisor Marketing Departments
With the model of advisor marketing services woven into the culture of the company, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.