Entries by Eric Sleeth

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How Digital Agent Has Transformed Advisor Marketing

For the past several weeks, we have been examining the opportunities that financial institutions have been missing out on. With a large team of advisors, a corporation should utilize this large team to provide powerful marketing content. In utilizing this advisor network, marketing efforts can be hyperlocalized, personal, and grow client-advisor relationships. Instead of the […]

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Protecting Yourself During An Advisor Audit

How does your team ensure that emails, documents, content, communications can easily be retrieved if and when necessary? Would it be stressful trying to track down all the emails, files, conversations and log of everything that happened related to that piece of content? Instead, the process could be stress-free if there was an automated archiving […]

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How a Compliance Advisor Marketing Platform is Transforming Advisor Marketing

Over the past several weeks, we have examined the struggles that organizations with advisors can face. The goal is to provide valuable, targeted, and personalized content to existing and prospective clients, however, even with the right marketing intentions and objectives, limitations caused by regulations, ineffective platforms, brand cohesiveness, and technical ability. Compliance Marketing platforms allow […]

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Why Financial Advisor AUM Isn’t Growing

To financial planners, a gauge of the relevancy of information is “What is your AUM?” Advisors are facing challenges in continuously growing their AUM. The strategies that were once successful are not working the way they used to. The landscape of what customers want and expect has changed, and the traditional strategies of growing AUM […]