Posts

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…
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…
Content Marketings Tactic Your Competitors are Neglecting

Content Marketings Tactic Your Competitors are Neglecting

Content marketing may be the most important trend in digital marketing today. Industry surveys indicate that B2C businesses will spend on average 32% of their total 2016 marketing budgets on content marketing1. Its power as a lead generator…
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…
Advisors: Writing for the web creates 4 marketing benefits
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Advisors: Writing for the web creates 4 marketing benefits

  How can writing for the web enrich your Financial Advisory business? A Financial Advisor who publishes a newsletter gets a call: “Your friend just sent me a link from your newsletter. My wife is planning to retire, and we want to…
Using a Content Pyramid to Engage Prospects and Clients Online

Using a Content Pyramid to Engage Prospects and Clients Online

This post was authored by Marie Swift and originally appeared here on GuideVine. --------------------------------------- Much has been said about the importance of creating a strong online presence if you are a financial advisor (or otherwise).…
A Daily 10 Minute LinkedIn Checklist for Advisors
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A Daily 10 Minute LinkedIn Checklist for Advisors

LinkedIn is a community of business professionals with over 330 million active users; making it the world’s largest professional network. Of LinkedIn's users, 40% check it daily. If you don’t have a LinkedIn profile, of course it is not…
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…