Entries by Marketing @ Veriday
How Email Newsletters Generate New Business
Email marketing is not something new. It has been since shortly after the invention of email itself. We all remember being copied and pasted on email threads of anyone and everyone they knew to send them some funny joke or chain letter. You would open them because you received it from a person, someone […]
How a Compliance Advisor Marketing Platform is Transforming Advisor Marketing
Over the past several weeks, we have examined the struggles that organizations with advisors can face. The goal is to provide valuable, targeted, and personalized content to existing and prospective clients, however, even with the right marketing intentions and objectives, limitations caused by regulations, ineffective platforms, brand cohesiveness, and technical ability. Compliance Marketing platforms allow […]
What is Holding Advisor Organizations Back from Implementing a Martech Strategy?
In a previous post, I wrote about how the high demand for individualization across investment advisors websites put many firms in a difficult situation to manage these expectations without fragmenting their visual brand. This was primarily due to the lack of available technology (at that time) and it caused firms to meet the demand by […]
Good Customer Service Just Isn’t Enough Anymore
Today, more than ever financial advisors need to provide exceptional service to their clients. This is how advisors can have high retention and get referrals for new business. When clients feel they can trust their advisor, they are more likely to feel they are taken care of and refer friends and family. Clients need to […]
4 Tools to Transform Your Advisor Lead Generation
The buying process has changed. In the old world, Marketing found a list of customers through lists, email blasts, and mass advertising and passed the list on to Sales. Today, buyers can do their own research online and can find a variety of resources through search, social media, and other online channels. Customers can […]
Opposing Forces That Cause A Disjointed Brand
Digital technology has enabled total personalization and individualization which contradicts the very idea of brand uniformity. The average digital experience is no longer enough and the driving force behind the desire to push the limits of brand uniformity is customer experience, i.e the idea of delivering an experience that is tailored to a specific client, […]
Why Financial Advisor AUM Isn’t Growing
To financial planners, a gauge of the relevancy of information is “What is your AUM?” Advisors are facing challenges in continuously growing their AUM. The strategies that were once successful are not working the way they used to. The landscape of what customers want and expect has changed, and the traditional strategies of growing AUM […]
Content Marketing: The Most Powerful Tool for Financial Agents?
In today’s day and age, selling financial products and advice is as difficult as ever before. Banks, financial advisors, wealth managers and brokers of financial products face stiff competition, both from traditional competitors and technology-enabled challengers. What is the best Tactic for Financial Agents to separate themselves from the pack? Why is the competition so stiff […]
