Blog

4 Reasons Why You Need To Track Your Analytics

Feb. 8, 2018

Are your clients engaged? Are you leveraging digital communications to ensure engagement? Do you track the success of your current digital marketing initiatives? Do you know what type of content resonates with clients? Are you knowledgeable in terms of which traffic sources are delivering digital leads? What is your digital marketing ROI?

How Financial Advisors Are Leveraging Social Media

Dec. 18, 2017

Today's investment advisors are well aware of social media giants like Facebook, Twitter and LinkedIn, yet about 50% don't know which levers to pull and which buttons to push to make social media a key tool in their firm's marketing campaigns. That's a mistake, as investors, especially younger ones, are pulling ahead of financial advisors on the use of social media in managing their money.

4 Tips for Communicating with Millennials

Nov. 7, 2017

With millennials turning 20-36 years old next year, they are no longer the lazy, unemployed, parents basement dwellers they were five years ago. Many are deep into their careers, having kids, and in comparison to other generations, millennials are more optimistic about their financial future.

4 Reasons Why you Should Be Sending an Email Newsletter

Oct. 9, 2017

Newsletters are a great way for you to communicate with clients and prospects, build your thought leadership and can help your business grow. Here are some reasons why you should send out a regular newsletter and best practices to make it effective.

Why You Need to Start Posting to Social Media Today

Sept. 12, 2017

In its 2016 Social Advisory Study, Putnam Investments found that 85% of financial advisors are using social media for business, up from 80% in 2015. It makes sense that more advisors are finding value in social media, given the roughly five million U.S. and Canadian high-net-worth investors who use social media to help them make financial decisions.

Leads Dont Happen Over Night

Aug. 22, 2017

When it comes to prospecting, there is a misconception that a solid website plus old fashion referrals is the recipe to acquire new prospects and leads. But Email has become undervalued, especially since explosion of social media. Although your website, blog, and social media critical in today's digital business environment and are effective ways to demonstrate your knowledge and expertise to prospects and clients, it is ultimately your email conversations with them that will consistently keep you top of mind, and deepen your relationships.

Why Email Marketing Is Still the Most Effective Business Development Tool

July 18, 2017

We’ve all seen countless articles heralding the death of email and how the rise of social media platforms like Twitter, LinkedIn and Facebook, could very well make email largely irrelevant. While the medium might strike some as old-fashioned and ineffective, nothing could be further from the truth. The reality is that email remains the most effective way to reach out to prospects and keep your client base engaged in the digital age.

Content Marketing Takes Time, But Can Add Huge Value

Nov. 2, 2016

Content marketing is the business buzzword du jour. Every brand, big and small, is trying to determine its content marketing strategy as a pathway to building better relationships with customers. That's hardly a surprise, because when it's done right, content marketing actually works.

Financial Advisers: Do You Have a Strategy to Attract Millennials?

Oct. 7, 2016

It’s hard for financial advisers to ignore Baby Boomers — after all, many are Boomers themselves. As are many of their clients. But what about Millennials, or Gen Y as they are also known? Are advisers paying enough attention to them?

How Advisors Can Get Social Media Right

Sept. 29, 2016

Social media has quickly become an indispensable way for financial advisors to reach new and existing clients in real-time. In fact, Putnam Investments’ 2015 Social Advisor Study found that more than 80% of advisors use social media in their businesses. The share of advisors acquiring new clients through social media soared from 66% to 79% year over year, with the average annual asset gain from these clients reaching $4.6 million—that's no small amount.

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