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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

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

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

Measuring Marketing ROI Can Be Like Cooking A Great Dish

Measuring and tracking growth can be like watching water boil.  I find that it can feel like an eter...
Craig Hall Mar 15, 2018 12:11:41 AM

Do you have a love affair with your firm?

Last month, my family and I spent a week in the Thousand Islands in a house we rented on Round Islan...
Craig Hall Feb 19, 2018 4:56:39 PM

What We Can Learn From Tesla's Innovation Mindset

I drove a Tesla (TSLA) Model X the other day and it exceeded my expectations in ways that I had neve...
Craig Hall Feb 13, 2018 1:17:57 PM

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