MarTech Minutes

The column “Martech Minutes” is created by Fresh Finance.

Started in 2009, Fresh Finance’s broad industry knowledge helps financial companies and their advisors maintain relationships and attract new clients through educational finance content. Fresh Finance helps fill the content needs that advisors often experience in their marketing plans, to provide them with more time for what matters- their clients.

Today, Fresh Finance’s specialties include financial education content curation and automation through its proprietary marketing software (MarTech) that distributes an advisor branded, investor-friendly digital newsletter, content library, and social media content provided by third-party financial publishers through its advisor UX.

Fresh Finance works with financial corporations, finance content publishers, FinTechs and SaaS providers. The company also licenses their software as a white-label content distribution ‘do-it-yourself’ marketing tool for financial marketing departments, corporations, and financial professionals.

More about Fresh Finance:
www.freshfinance.us

MARTECH MINUTES: Digital Marketing Basics Part 2 – Using Keywords to Amplify Your Content

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Whether you manage your company’s blog, or simply write a few blurbs for your website - paying attention to keywords is critical if you want to boost your SEO.

MARTECH MINUTES: A Vendor’s View – ‘FINRA Reviewed’ vs. ‘Compliance Reviewed’

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As industry compliance and marketing professionals recognize, Rule 2210 aims to ensure that all marketing materials are fair, accurate, and not misleading.

MARTECH MINUTES: From Facilitator to Educator – The Changing Role of Industry Professionals

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In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.

MARTECH MINUTES: Attract & Retain Clients Using Finance Content

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Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.

MARTECH MINUTES: Bad Economy? Increase Your Advisor Marketing

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Digital Wealth News recently met with Teresa Leno, CEO and Founder of Fresh Finance, to gain her insights into what wealth industry organizations should be doing regarding marketing in a slow economy.

MARTECH MINUTES: Resetting – How Wealth Firms Can Grow Harnessing Financial Content

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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.

MARTECH MINUTES: Why Advisors Must Provide Financial Education

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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: The 411 on Advisor Content Marketing

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Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.

MARTECH MINUTES: How to Get More ‘Social’ on Social Media in 2023

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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: Generative AI & Social Media

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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.