Wealth Managers: Define Your Who and What to Grow Your Business

Many wealth managers need help clarifying their messaging, service offerings, and who they serve. Long-term asset and revenue growth comes from having a clear focus on these things. This checklist will help identify your highest-value investors and services so you can base your business marketing on them.  Read more »

Wealth Managers: Want More Clients? Get a Better Message

What makes your wealth management firm unique? It may not be what you think. It’s not your excellent performance, sterling service offerings, or amazing investment process. The answer is your message. This article shows how to build your wealth management firm to stand apart—and to get more conversations and clients. Read more »

Email Marketing: Why Financial Firms Find It Hot Again

As social media became popular, many financial firms focused much of their marketing on it. However, as paid social media promotion has reached saturation and many people are choosing to reduce their use of social, financial service companies are turning to email marketing to pick up the slack. This article explains six areas firms in the finance sector should focus on to optimize the effectiveness of their email marketing. Read more »