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8 E-mail Marketing Tips for Financial and Insurance Advisors

8 E-mail Marketing Tips for Financial and Insurance Advisors

E-mail marketing is all about communicating important messages, updates, tips and promotions to recipients that have opted into receiving such emails.  E-mail marketing is an essential element of any marketing strategy and an efficient way…
How to Manage Dozens of Themes?

How to Manage Dozens of Themes?

In the world of web applications, there is a clear divide between the front-end (client) and the back-end (server); In the last several years, frameworks have emerged for both areas that offer substantial time savings in development and design.…
New Feature Announcement: Blogging and Event Promotion

New Feature Announcement: Blogging and Event Promotion

Advisors with Digital Agent websites can now use two new features to attract new visitors to their website; blogging and event promotion. They will now have the ability to blog on their website and the ability to promote upcoming client-facing…
Rich Internet Applications Using Backbone.js and Liferay

Rich Internet Applications Using Backbone.js and Liferay

It's 2014 and your portal needs to get RICH! It's no longer enough to have a portal that just works and presents information to your end users from multiple different sources. Today, it's just as important to have a rich and easy to use interface. The…
New Features: Pre-Approved Pages

New Features: Pre-Approved Pages

As of today, enterprise marketing users can continue to support their advisors web presence by using our newest authoring feature for Pre-approved pages. Yes, that's right. With the help of enterprise marketing, advisor users can add fully populated…
Acquiring the Young Investor as Your Client
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Acquiring the Young Investor as Your Client

I recently came across an interesting article discussing a current trend occurring in the investment advisor business arena. In short, the article warns advisors who have practices consisting mostly of either wealthy baby boomers on the verge…