Financial Marketing Agency Blog

Why Your Firm Should Embrace Video Marketing

The COVID-19 pandemic forced a shift in the way many businesses operate. For most RIAs, that meant p...

Logan Burgess Aug 11, 2022 10:00:00 AM

Advisors can't see the future, no matter how much their clients wish they could. But your firm's con...

Logan Burgess Aug 4, 2022 10:00:00 AM

A February survey of 1,000 investors across the U.S. found that 76% of Americans feel overwhelmed by...

Logan Burgess Jul 28, 2022 10:00:00 AM

No matter how carefully your firm puts together financial strategies for your clients, clients may h...

Logan Burgess Jul 21, 2022 10:00:00 AM

Not too long ago, some believed that robo-advisory services represented a changing of the guard: as ...

Logan Burgess Jul 14, 2022 10:00:00 AM

During periods of market volatility, your firm's clients need to feel reassured that their financial...

Logan Burgess Jul 7, 2022 10:00:00 AM

If your firm is like most RIAs, you likely keep a close eye on your lead-prospect-client pipeline, a...

Logan Burgess Jul 7, 2022 9:00:00 AM

According to a new report from Cerulli Associates, 70% of children fire the family wealth advisor on...

Logan Burgess Jun 30, 2022 10:00:00 AM

Given the high cost of healthcare in retirement, Medicare is often a smart financial move for your c...

Logan Burgess Jun 30, 2022 9:00:00 AM

DIY investing took off during the COVID-19 pandemic. Apps like Robinhood brought in tens of millions...

Logan Burgess Jun 23, 2022 9:00:00 AM