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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

Key Data That Explains Millennial Investing

Millennials (anyone between the ages of 23 and 38 years old) are a maturing, wealth-accumulating dem...
Logan Burgess Jan 28, 2020 4:20:00 PM

Find “The Line” When It Comes To Implied Testimonials

It’s pretty clear that RIAs are prohibited from using client testimonials in advertising. But what a...
Logan Burgess Jan 23, 2020 4:16:00 PM

Affluent Investors and Google Search

Traditionally, financial advisors have relied on word-of-mouth and referrals to build their book of ...
Craig Hall Jan 21, 2020 4:13:00 PM

Equity Compensation and Young Investors: Tips For Outreach

For the RIAs we support, it can be a challenge to create content that resonates with young investors...
Craig Hall Jan 15, 2020 4:02:00 PM

Messaging Ideas Around The SECURE Act

The SECURE act was a big focus for RIAs in Q1, and we worked with a number of firms to share blog ar...
Craig Hall Jan 13, 2020 3:47:00 PM

Social Media Marketing with Amber Sullivan

The explosion of social media has left a lot of individuals and firms scratching their heads trying ...
Craig Hall Feb 21, 2019 1:53:34 PM

Learn how your RIA shows up in Google Search Results

 This video shows you how to capture and review the data that shows you how your firm appears in Goo...
Craig Hall Nov 5, 2018 1:04:27 PM

KPIs and Pipeline Growth

On this week’s Marketing Wiz podcast, we discuss how lead value, KPIs, marketing activities, and met...
Craig Hall May 11, 2018 10:00:00 AM

Tax Day: Campaign Ideas

Tax day. What does it mean for your firm's marketing? On this episode, we share some of the experien...
Logan Burgess Apr 23, 2018 8:30:00 AM

5 Traits of Growth-Minded Wealth Management Firms

Early in my marketing career I read “Total Integrated Marketing”, a book that shaped my belief that ...
Craig Hall Apr 18, 2018 2:35:24 PM

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