Entries by Andrew Chung


“Our review process for advisor websites takes too much time and effort.”

The creation and use of online content is becoming an increasing trend both within the advisor industry as well as the general digital marketing world today. When this happens in a regulated industry you begin to see increasing work loads for your compliance officers who need to review content to ensure content is inline with […]


“I need to show auditors that all published content on our websites has been vetted and approved.”

IDC predicts that financial services IT spending pertaining to risk functions will reach more than $80 billion by 2017. In the world of a regulated industry, this should not come as a big surprise. This effectively indicates that due to significant investments in business processes and tools, that compliance departments will need to be very […]

“My advisors don’t use the website management tools I’ve provided to them.”

You’ve experienced this challenge before. The challenge of adoption. After investing a significant portion of your budget, time and effort, your advisors don’t end up using the tools you’ve provided to them. In a research study we performed in which we surveyed 25 financial institutions and broker-dealers, the unfortunate result of the lack of adoption […]

“I need to upgrade my advisor marketing program and I need a business case.”

Many wealth and insurance believe that their current advisor digital marketing program needs an upgrade starting with the website management tool they either built in-house or purchased within the last 5-8 years. Trends in digital marketing such as the increase in adoption of social media, email marketing and a better understanding of web analytics from […]

“Compliance Takes Too Long to Review my Content.”

As web technologies continue to become more accessible and easy to use the volume of content that can be generated increases exponentially. Moreover, as the tools become more sophisticated, the more advisors have the ability to select and change the branding that appears on their website. If you couple these two perspectives and add on […]

7 Ways to Increase Your Website’s Traffic with Blogging

Blogging is an extremely useful digital marketing practice that can generate leads by attracting new traffic to your website. It is a key strategy that many successful marketing organizations adopt in order to create a thought leadership position and add credibility to their brand. Here’s a short checklist to help get you started on your […]