MARTECH MINUTES: Elevating Advisor Marketing Using MarTech Integrations
The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their services.
MARTECH MINUTES: 7 Tips for Selecting Finance MarTech
MarTech empowers businesses to streamline marketing campaigns, automate repetitive tasks, and make data-driven decisions. But how do you select the right marketing technology for your organization?
MARTECH MINUTES: How Investors Benefit From Finance Content Marketing
Through content marketing, investors have an opportunity to learn about the financial strength, business model, market position, and strategic direction of a potential investment.
MARTECH MINUTES: Attract & Retain Clients Using Finance Content
Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.
MARTECH MINUTES: From Expectations to Delivering Value
The public's expectations of the financial industry, which includes wealth, banking, and insurance, have dramatically changed over the past few years.
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: 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: How Firms Can Avoid FINRA Advertising Review Fines
Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing.
MARTECH MINUTES: How Compliant MarTech Increases Advisors’ Bottom Lines
When it comes to marketing, it's a combination of science & technology that must combine to produce results. In the finserv industry, CMOs & marketers are changing how they manage marketing technology.
MARTECH MINUTES: How Advisors Can Become Thought Leaders
Content marketing has tremendously evolved in financial services over the past few years. Advisors must consider content marketing as part of a successful marketing plan.