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Financial Marketing Insights

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

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...
Craig Hall 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 "...
Craig Hall 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 ...
Craig Hall 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

Why Your Marketing Should Cover More Than Just Investing

Many RIAs focus their marketing content solely on the services they offer to their clients: retireme...
Craig Hall May 28, 2020 11:30:00 AM

The Value of Simple Advice in Uncertain Times

The ongoing turmoil in the market is very stressful for investors, and it can be difficult for RIAs ...
Logan Burgess May 25, 2020 6:02:00 PM

Acknowledge the Emotional Impact of Market Swings

When the market is in a downturn, your role is as much about providing emotional support as it is of...
Craig Hall May 20, 2020 1:30:00 PM

Winning New Business in a Post-COVID World

Eventually COVID-19 will pass, and for many of our clients, there's one big question: How can they e...
Logan Burgess May 18, 2020 10:15:00 AM

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