MARTECH MINUTES: Building a Wealth Industry Marketing Tech Stack

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With the advancement of technology, wealth organizations now have access to a wide range of marketing tools and software to help them reach their target audience and achieve their goals.

REAL CLEAR CRYPTO: It Wasn’t The Returns – How Crypto Pulled This Advisor...

Ten years ago, Jonathan Cagle was a financial advisor investing client portfolios in traditional assets. Then he encountered digital assets and today, acts as a portfolio manager & research analyst for Sarson Funds.

MARTECH MINUTES: Why a Slow Economy is the Best Time to Increase Your Marketing

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When a sluggish economic period sets in, many businesses swiftly resort to playing safe, which commonly means scaling back or halting marketing initiatives.

REAL CLEAR CRYPTO: Reddit Users Find Their Way to Crypto

Wall Street’s first encounter with the Reddit community led to some very interesting action in the market. GameStop (GME) and movie giant AMC were the first two companies that this community forever changed.

Publisher Notes For 6/2/21

Friends, today we're launching another new column - Real Clear Crypto - where our readers will be able to learn more about cryptocurrencies and blockchain technology. We also have a new term for you to check out - FUD - in Bill Taylor's post on Jamie Dimon and bitcoin, plus our other great weekly columns - filled with the latest industry news for you! Read up!

MARTECH MINUTES: Critical Content Marketing Strategies for Financial Advisors

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Marketing plan needs to be fine-tuned as industry trends & business goals change. If you’ve found yourself growing complacent with your marketing efforts, here are seven items to focus on this year.

WEALTHTECH INSIDER: 3 Remarkably Effective, Underused Marketing Ideas for Today’s Financial Advisor

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As a financial advisor, planning is probably the greatest service you offer to your clients. That same careful planning is necessary when it comes to your business’s marketing strategy.

REAL CLEAR CRYPTO: Ethereum Shines for NFTs, Real Estate Thanks to Smart Contracts

Whether you are talking about decentralized finance (DeFi), non-fungible tokens (NFTs), or digital real estate, Ethereum is in the conversation. John Sarson of Sarson Funds explains why.

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: Digital Marketing Basics Part 3 – Focusing on Meta Descriptions

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Search engines claim that meta descriptions do not have a direct impact on SEO. However, meta descriptions boost the click-through rate (CTR) for webpages, signaling to search engines that your page is trustworthy. A strong meta description will boost your SEO score.