A Powerful Tactic for Financial Agents
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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…
Generation Z: The Next Frontier for Financial Marketing
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Generation Z: The Next Frontier for Financial Marketing

There has been a lot of talk over the last few years about millennials. They are seen as a group that is quite different from previous generations in many ways. The differences come in how they consume media, how they shop, and how they make…
The Importance of Digital Marketing In Financial Services
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The Importance of Digital Marketing In Financial Services

Fundamentals are important in anything you do. As Jim Rohn, author, motivational speaker and mentor to Tony Robbins, once said: “Success is neither magical nor mysterious. Success is the natural consequence of consistently applying the basic…
How Technology Can Help the Customer Journey for High Net Worth Individuals
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How Technology Can Help the Customer Journey for High Net Worth Individuals

The customer journey, like much of the 21st century, has changed to include more technological aspects. Digital advertising and “Googling” are a couple examples of technology that have changed the customer journey for the masses.  They…
Financial Services Trends
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Financial Services Trends to Watch in 2016: #FinTech & Robo-Advisor Disruption

It is safe to say that the FinTech revolution is happening. FinTech, put simply, is financial technology. It refers to the technology that is becoming increasingly important in the world of financial services, and is beginning to disrupt…