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Financial Marketing Insights

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

How A Self-Published Book Can Boost Your Firm’s Credibility

Credibility marketing is a valuable strategy, one that most firms use without even realizing it. Ins...
Logan Burgess Aug 5, 2020 11:26:00 AM

Use Your Content To Cover All The Angles

Many firms use their content marketing to address their clients' most common questions, but as you k...
Logan Burgess Aug 3, 2020 9:30:00 AM

Why It’s Okay to Circle Back on Old Content

Marketing content is a great way for RIAs to keep their clients up to speed on the latest financial ...
Logan Burgess Jun 30, 2020 4:30:00 PM

Marketing Content: Why Bigger Isn’t Always Better

Broadly speaking, your marketing content should resonate with as large a portion of your target audi...
Logan Burgess Jun 25, 2020 1:09:00 PM

Why Your Content Should Go Beyond Numbers

As any successful RIA knows, the backbone of a firm's longevity is trust. Clients need to trust that...
Logan Burgess Jun 24, 2020 1:12:00 PM

Your LinkedIn Content Is A Chance To Lead—Not Follow

Most firms know that social media activity plays a significant role in their marketing efforts. Unfo...
Logan Burgess Jun 22, 2020 8:15:00 AM

How To Address Social Issues With Your Clients

In light of the recent social unrest, many of our clients have struggled to find a way to address so...
Logan Burgess Jun 19, 2020 2:45:00 PM

Why You Shouldn't Wait To Reconnect With Your Clients

A lot of RIAs have been patiently waiting for the COVID-19 pandemic to slow down and for things to "...
Logan Burgess Jun 17, 2020 10:00:00 AM

Why A Podcast Is A Good Idea (And How to Do It Right)

If your firm is looking for a cost-effective way to communicate with your clients, a podcast is one ...
Logan Burgess Jun 8, 2020 11:52:00 AM

Why TV Is Still A Good Way To Capture New Business

Most RIAs don't think of television as an effective marketing platform; the advent of the internet a...
Logan Burgess Jun 3, 2020 1:42:00 PM

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