4 Questions Every Financial Advisor Should Ask to Maximize the ROI of Marketing Efforts
May 29, 2020
6 Ways to Calm Clients and Provide Value During Market Chaos
March 25, 2020
Here are 6 ways financial advisors can help calm investors during a period of volatility and uncertainty.
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!
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.