I’ll start this post with a response from a financial advisor customer of ours (the name is hidden though for privacy reasons) in one of the surveys we performed. Question: How can having a website with Digital Agent help you achieve your long term business goals? Response: “There will be a thinning of the herd for advisors in the […]
Monitoring the traffic to your website is a critical component to digital marketing success. Understanding the data can help you make adjustments and also help you determine whether the adjustments and changes you are making to your website are working. Even if you are not the one managing your website, you should still understand the […]
Many financial and insurance advisors today are asking themselves whether they need to be online. Some are convinced that their customers don’t go online and some just aren’t sure whether being online is the right thing for them. The reality of the time period we live in is that if you can’t be found online, […]
The creation and use of online content is becoming an increasing trend both within the advisor industry as well as the general digital marketing world today. When this happens in a regulated industry you begin to see increasing work loads for your compliance officers who need to review content to ensure content is inline with […]
IDC predicts that financial services IT spending pertaining to risk functions will reach more than $80 billion by 2017. In the world of a regulated industry, this should not come as a big surprise. This effectively indicates that due to significant investments in business processes and tools, that compliance departments will need to be very […]
You’re a marketer and as a marketer you love analyzing data. Traditional enterprise marketing strategies involves repetitive and cyclical testing which leads to minor or major changes in marketing tactics. As you already know, the same rules apply with digital marketing. Your results are not just revenue based but also advisor support based. This means […]
You’ve experienced this challenge before. The challenge of adoption. After investing a significant portion of your budget, time and effort, your advisors don’t end up using the tools you’ve provided to them. In a research study we performed in which we surveyed 25 financial institutions and broker-dealers, the unfortunate result of the lack of adoption […]
Many wealth and insurance believe that their current advisor digital marketing program needs an upgrade starting with the website management tool they either built in-house or purchased within the last 5-8 years. Trends in digital marketing such as the increase in adoption of social media, email marketing and a better understanding of web analytics from […]
Website management technologies have come a long way since the commercialization of the web and has been a growing industry. Back in the early to mid 90s, it was virtually impossible to create a website unless you knew how to write computer code. Since then however, many technology companies have developed applications both offline and […]
“When does this thing (website) start making me money?” is one of the most commonly asked questions we hear from advisors and a really good one and one many of us struggle to answer. One of the greatest challenges in business has always been to ensure that your marketing activities somehow relate back to revenue. After […]
