Posts

Financial Advisors: Take Advantage of Local Marketing
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Financial Advisors: Take Advantage of Local Marketing

In such a globally connected world, people try to market to anyone and everyone. Although, in the process of doing so, they lose sight of their local audience. When strategizing your marketing, a one-size-fits-all approach is not the way to…
Veriday Sponsors 6th Annual Digital Marketing for Financial Services Summit
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Veriday Sponsors 6th Annual Digital Marketing for Financial Services Summit

Veriday is proud to sponsor the 6th annual Digital Marketing for Financial Services Summit, the largest digital marketing forum in Canada. This event will be held at the Sheraton Centre in Toronto from June 2 – 3rd. By attending the Digital…
When It Comes to Digital Strategy, Are You a Leader or Lagger?

When It Comes to Digital Strategy, Are You a Leader or Lagger?

This post was authored by Martin Yan and originally appeared here on Liferay.com —————————— Though every industry is different, there is something all companies are dealing with: a quickly changing sales landscape.…
Before Upgrading Your Website - Part 2
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Before Upgrading Your Website - Part 2

Is it time to upgrade your website? As discussed in Part 1 of this series, it is impossible to ignore the fact that most people “Google” almost everything. In fact, according to Nextopia, 86% of Baby Boomers and 90% of Millennials routinely…
2016 Business Growth for Financial Advisors
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2016 Business Growth for Financial Advisors

This post was authored by Marie Swift and originally appeared here on GuideVine. ----------------------------------- As Financial Advisors, we start another New Year full of possibility and hope. Most of us have probably already hit…
8 Web Design Trends That Will Take 2016 By Storm [Infographic]

13 ways to increase your e-mail open rate [Infographic]

Do you know what your e-mail open rate is? It all starts with the subject line. The subject line of an e-mail is crucial in getting prospects to open it. The subject line will determine the success or failure of your campaign. If your e-mail…
Advisors: You're Losing Clients by Ignoring This Critical Website Mistake
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Advisors: You're Losing Clients by Ignoring This Critical Website Mistake

Financial Advisors:  What do you want your website to accomplish? What is the primary goal for your website visitors? How are you directing your visitors to accomplish these goals? If the goal of your website is to create sales and get more…
5 Reasons Financial Advisors Should Use Video Calls for Client Meetings

Infographic: 5 Reasons Financial Advisors Should Use Video Calls for Client Meetings

This post was authored by Kristin Harad and originally appeared here on GuideVine. ————————————— Do you use video calls for client meetings? Almost every Financial Advisor will agree that in-person meetings…
How to Succeed Online: The Ultimate Digital Marketing Checklist for Advisors
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How to Succeed Online: The Ultimate Digital Marketing Checklist for Advisors

1) Be optimized for mobile Digital traffic on smartphones and tablets has now exceeded desktops. Give your clients a consistent experience no matter what device they are using. 2) Create a great value proposition Make yourself stand out…
The Key to Creating Highly Sharable Content

The Key to Creating Highly Sharable Content

This post was authored by Marie Swift and originally appeared here on GuideVine. --------------------------------------- There has been an abundance of research on social media but until recently we’ve not had a comprehensive way of…