Displaying 30 results
The ‘finfluencer’ takeover of digital marketing
A new cohort of social media influencers is taking its knowledge and expertise into the financial realm, breathing new life into stodgy prospecting campaigns that have largely relied on blog posts and dinner seminars.
Snappy Kraken pushes annual conference to 2022
The conference, originally scheduled for Oct. 20-22, will now take place on May 4-6, 2022 at the Aria in Las Vegas. The move follows other recent postponements of tech-related events.
Don’t forget about clients once they’ve become clients
Remember to always keep serving your clients. Just because they signed on the dotted line doesn’t mean they’ll always stick around.
Sales fintech Seismic pushes valuation to $3 billion
The company is designed to personalize sales interactions and has doubled its valuation in a year after fresh funding and a new acquisition.
Content marketing for advisers? There’s an app for that
FMG Suite is giving advisers mobile access to content marketing, which relies on sharing online content to drive client engagement. Digital marketing solutions is slated to be the largest planned increase in net spending for an adviser’s tech stack throughout the year, according to the InvestmentNews Adviser Technology Study.
Digital client acquisition fuels growth at top RIAs: Schwab
As a result of increased digital business development, 68% of all advisers met or exceeded their client growth goals.
5 ways to win clients’ trust
With trust at the foundation of the client acquisition process, everything you say and do is being evaluated by potential clients — for good or for bad.
3 ways to start conversations with prospects
Open rates and click-through metrics can provide unique insight into your prospects’ level of interest, but they can’t fully gauge the connection you’re starting to form.
LPL Financial taps SmartAsset for investor prospecting
SmartAsset, with a reach of more than 100 million consumers, matches qualified investors who are searching for financial advice.
Building credibility through communication
People want to work with advisers who show they’re proactive and reliable by identifying problems that could have easily gone under the radar. Custom targeting reinforces the idea that you are capable of helping.
How to earn contacts
If you take nothing else away from this article, hear this: People don’t care about your offer or your business — they care about themselves.
How advisers can turn heads with digital marketing
You have to be more patient with an online lead, nurturing it and cultivating it before it will become a revenue-generating client.
An adviser’s social media strategy: Post, refresh, repeat
Advisers should embrace social media with an authentic voice that shows their personal side, said marketing strategist April Rudin at the InvestmentNews Virtual Fintech Summit.
Automation is easiest way to wow clients
The first year of a client relationship is a window of opportunity to create strong first impressions, and email automation can help with this.
Building a resilient advisory business for the post-pandemic world
Is the advisory industry capable of continuing the transformation that began during the pandemic in order to shape its next phase?
Clock starts ticking on November 2022 compliance for SEC ad rule
The 430-page rule updates the agency's marketing oversight for the first time since 1961 and applies to social media communications.
Prospecting is the best marketing
It’s hard work, but if an adviser is serious about growing, the best approach is good old-fashioned prospecting.
It’s time to start your RIA’s digital upgrade
Digitalization could increase the market value of your RIA, a vital consideration in succession planning and enterprise value.
SEC’s new marketing rules mean transformative change for advisory firms
Word-of-mouth from satisfied clients has always been an important channel for generating new business. Now advisers can directly reach out to potential clients and share testimonials.
The latest in financial #AdviserTech — January 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
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