Blog

Engaging with Clients Top Shared Life Events

Sept. 26, 2019

It's no surprise that most of us are guilty of oversharing on social media, but this is good news for financial advisors. When listening and paying close attention to some of your clients “oversharing” on social, advisors business can actually benefit.

The Importance of Email Personalization

Sept. 18, 2019

Email personalization is no longer optional. In today's digital age people are bombarded with emails and the majority are thrown into the trash or marked as spam. One of the main reasons why these emails are getting thrown in the trash is due to the lack of personalization in email communication. Use these 5 tips to stay top of mind with personalized email communications and watch your open and view rates grow!

Digital Marketing

July 8, 2019

Digital marketing is the use of the internet, mobile devices, social media, search engines, and other channels to reach consumers. Some marketing experts consider digital marketing to be an entirely new endeavor that requires a new way of approaching customers and new ways of understanding how customers behave compared to traditional marketing.

Your Clients Should Feel Valued

June 3, 2019

From time to time, we all encounter research results that seem to make no sense and thus trigger this question: “How is this possible?” That was my response to research by Dublin-based consulting firm Accenture PLC. That study found that almost three in 10 investors agreed with the statement: “I don’t feel like I’m important enough to my advisor.”

Five Ways to Attract Clients

April 29, 2019

Amid the day-to-day demands of being a financial advisor, investing time to expand a clientele base can easily become an afterthought. But creating sustainable growth is essential to ensuring the longevity of a successful advisory business.

The New Social Network That Isn’t New at All

March 29, 2019

My favorite new social network doesn’t incessantly spam me with notifications. When I post, I’m not bombarded with @mentions from bots and trolls. And after I use it, I don’t worry about ads following me around the web.

The Hot New Channel for Reaching Real People: Email

Feb. 10, 2019

Kids think it's fussy and archaic, but for brands, creators and businesses of every kind the emerging medium of choice to reach audiences is the only guaranteed-delivery option the internet has left: email.

What RIAs Are Thinking for 2019, in 7 Charts: TD Ameritrade

Jan. 11, 2019

Independent registered investment advisors had a good year in 2018, and look forward to more of the same this year, TD Ameritrade Institutional reported Tuesday in releasing its latest RIA Sentiment Survey.

3 Ways to Optimize Email Newsletters

Nov. 8, 2018

Given the sheer number of emails, people receive every day – 121 emails on average – it's becoming increasingly more difficult to have your content read. In fact, business and finance email marketing open rates is a shocking 20.47% which has decreased since previous years.

Marketing In a Digital World

Sept. 20, 2018

Marketing, what does that mean? To many it is a way to promote yourself to add new clients. Yet, most people don’t think of it as your first opportunity to create an experience for your existing and potential clients.

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