Marketing is a continual process, and without representing your brand, your company can become irrelevant fast. Financial clients are aware of your competitors because they are continuously expo …
A few years ago in 2014, I attended a small conference (a few hundred people) for financial advisors focusing on technology and solutions to grow their business. Of course, industry solu …
This article could easily start out as a practice management article because of what financial professionals and companies need to continuously do to get on the radar of people searching for a new adv …
If you stay on top of marketing trends, you know that they’re continually changing thanks to technology. Content marketing isn’t new, but has emerged as the top way for financial advisors …
If you’re reading this, you think that I probably have the secret recipe for the ‘marketing sauce.’ Well, I don’t have that recipe, but I can tell you that it takes more than one ingredi …
Gone are the days when marketing didn’t have a budget. Wait! Is that still true today for your company? There’s a myth out there among upper management that when the belt needs to be t …
Like many companies this year, yours may be considering ramping up marketing with the use of MarTech software. There are many affordable options to help you market your business, but take time t …
Getting Social (Of Course!) Will social media marketing slow down anytime soon? More than likely not. What may change over the next few years is the platform that will become the le …
The resurgence of a customer/persona-centric digital newsletter is one trend that will continue to grow throughout 2018. Cost efficient with the ability to individually brand the sender, the dyn …
This is part two in our series The 2018 Guide to MarTech Basics for The Financial Services Industry. Click here for Part 1. The Components of a Content Marketing Strategy 1. The Websi …
Week #1: Content Basics Digital marketing technology in the financial services industry continues to evolve at an astounding rate as technology companies give marketers a buffet of affordable so …
If you’ve been an advisor or worked in financial services you know how hard it is for our industry to change; there is a bit of ‘control’ involved. When it comes to FinTech, startups are changin …
Gone are the days when marketing and technology existed separately. Today marketing and technology are interconnected and encompass many different marketing strategies. Marketing assets such as websit …
Change can be hard for advisors and their firms, but have you considered the consequences of not changing your ideas or upgrading your systems when it comes to technology? Regardless of the ‘typ …
In the world of MarTech (Marketing Technology), software systems that allow consumers to interact with you and your company (or brand) are considered part of the marketing strategy for your assets. As …
