Entries by Andrew Chung

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The 4 Forces Driving Advisor Marketing Transformation

Seldomly are decisions made on a whim. Factors both internal and external guide these choices. Businesses are no different. Leaders are focused on constantly moving forward and embracing new strategies and technologies. Business leaders who do not adopt this approach, their business will stop moving forward, stay stagnant and the competitors will surpass them through […]

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4 Keys to Building A Solid Advisor Transformation Program

Customer expectations are evolving as rapidly as technology. Because of this constant evolution, brands need to adapt how they interact with their customers. Financial organizations are turning to their advisors as an additional marketing channel. However, to adopt this sort of marketing strategy requires implementation of new technologies and processes. This is why it is […]

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What is Holding Advisor Organizations Back from Implementing a Martech Strategy?

In a previous post, I wrote about how the high demand for individualization across investment advisors websites put many firms in a difficult situation to manage these expectations without fragmenting their visual brand. This was primarily due to the lack of available technology (at that time) and it caused firms to meet the demand by […]

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Opposing Forces That Cause A Disjointed Brand

Digital technology has enabled total personalization and individualization which contradicts the very idea of brand uniformity. The average digital experience is no longer enough and the driving force behind the desire to push the limits of brand uniformity is customer experience, i.e the idea of delivering an experience that is tailored to a specific client, […]

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Content Marketing: The Most Powerful Tool for Financial Agents?

In today’s day and age, selling financial products and advice is as difficult as ever before. Banks, financial advisors, wealth managers and brokers of financial products face stiff competition, both from traditional competitors and technology-enabled challengers. What is the best Tactic for Financial Agents to separate themselves from the pack? Why is the competition so stiff […]