Blog

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.

5 Reasons Your Small Business Needs Content Marketing

Sept. 21, 2016

Constantly clamoring to grab the attention of prospective customers, small businesses are competing with a lot of noise. Consumers are cutting through clutter by fast-forwarding television shows, subscribing to ad-free digital radio, installing ad-blockers to browse their favorite websites sans-ads and customizing what’s in their social media feeds.

Video Content on Social Media is About to Boom

Sept. 2, 2016

It’s no secret that video content is on the rise. By 2019, video content will be the driving factor behind 85% of search traffic in the US. Whether it’s Snapchat, Instagram, or Facebook, video content on social media is what marketers need to focus on in 2017. Additionally, marketers must understand how each social channel is optimizing its platform to allow for more video content in users’ feeds, and how brands are using video content to engage their followers.

Millennials Need Your Help: Financial Edition

Aug. 26, 2016

The word millennial is thrown around a lot in marketing. They are the future, who we should be marketing to, and they are going to define trends. Well, we hate to break it to you, but it’s 2016 and millennials have officially arrived. Millennials are now the largest generation in the US Labor Force, (Pew Research, 2015) and the most diverse, well educated and well informed generation yet. According to YouBrand, Millennials were estimated to have a combined global spending power of $2.45 trillion in 2015 (CNBC, 2015). And individually, in the US alone, 46% of millennials on Facebook are considered affluent (HHI $75k+).

How Financial Advisors Are Leveraging Social Media

Aug. 19, 2016

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.

Writing “Ridiculously Good” Content

Aug. 10, 2016

Ann Handley’s new book, Everybody Writes: Your Go-To Guide for Creating Ridiculously Good Content is a crash course in writing strong, compelling material that engages readers. It’s broadly relevant to writers of all types, but is particularly helpful to marketers who need to create writing that influences people and has a measurable impact.

WEBINAR: Join Michael Kitces July 21st @ 2pm EST on DoL Fiduciary and the Best Interests Contract

July 20, 2016

With the issuance of a Department of Labor (DoL) fiduciary rule on April 6 of 2016, the world of professional financial advice took its first step into the future, declaring that brokers can no longer earn commissions and other forms of conflicted compensation from advice via consumers, unless they agree to do so pursuant to a Best Interests Contract (BIC) agreement with the client, or meet the requirements to be a Level Fee Fiduciary.

How to Demonstrate Credibility Online to Generate Referrals

July 19, 2016

Credibility and trust. It’s paramount to an advisor’s business, yet often overlooked. Trust is one of the main reasons why clients refer you and why leads may choose to engage with you and start a relationship. Yet, did you know that the financial services is actually rated at the bottom among all industries for least trusted by their clients — and is true across the Globe, from the U.S., Canada, Britain, Hong Kong, and Australia? Okay, that seems pretty ominous and like the financial industry is failing to capture the trust of investors around the world. But we actually have great news (seriously, we do). You have the opportunity to truly stand out from your competition — more so than any other industry, and really demonstrate your credibility, thought leadership, and value as a financial advisor.

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