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Why Your Website MUST have an SSL Certificate (and What It Is)

Google has made an update that may affect the way people view websites and ultimately advisor websites when viewed on a Google Chrome browser. In July of 2018, with the release of Chrome 68, Google will begin displaying “not secure” warnings…
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4 Reasons Why Advisors Need Their Own Online Presence

Do the financial advisors of your organization have their own website? When a prospect or client comes to your organization's website and wants to find an advisor, is it an easy painless process to search for an advisor and then view their website?…
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What Happens in the Field, Stays in the Field: Why head office marketing campaigns have limits

Enterprises are spending large budgets in attempts to build trust with consumers, but consumers interact with the field agents in which they have not built a relationship with. This model of trust building is wasted effort as customers care…
EU General Data Protection Regulation

Everything you need to know about GDPR - Explained

With all the latest news about data breaches and how companies are using people’s personal data for advertising, this has a lot of consumers worried and demanding change. One of those changes is the European Union General Data Protection Regulation…
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Four Advisor Personas Enterprise Marketers Need to Be Aware Of

As an enterprise, when you think about all the advisors that have an online presence and using Digital Agent, their online efforts probably vary drastically.  Some sign in multiple times a week and some probably sign in a few times a year.…
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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.…
Wood letters of SEO and definition on wood background
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SEO Basics

What is SEO? SEO stands for “Search Engine Optimization”. It is the process of organically optimizing the content on your website to position your website higher in the rankings when searched by a customer. Search engines (e.g. Google,…
Blog concept with young man holding a tablet computer
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How Blogging Has Transformed Advisor Leads

In an earlier article, we talked about using a compliance advisor marketing platform. Integrating a platform into an enterprise is only part of the solution. The other part of the solution is teaching advisors the value of content marketing…