Developing a Virtual Advisory Service as a Growth Strategy

“Normal” will not return. The new professional playground in wealth management is the digital realm. That requires a change in the way that we think about online engagement. It is not a temporary solution as we wait for the pandemic to go away. It’s how we do business now.

New Challenges on the Horizon for Wealth Management in 2021

Competition in the wealth management space will continue to intensify, particularly when it comes to online client acquisition and retention. Without face-to-face interaction, how will firms differentiate from each other?

Why Institutional Asset Managers Must Become Social Media Savvy

If your firm isn’t using social media in its marketing mix, you’re missing out on a valuable, cost-effective resource institutional investors are increasingly relying on to aid in their investment education and due diligence processes. Four Out of Five Institutions are “Social Media Savvy” According to a Greenwich Associates study, 79% of institutional investors use… Read more »

Wooing RIA Gatekeepers: The “VIP Approach”

A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. This is a challenge for fund distribution teams, since traditional product-focused email marketing campaigns and wholesaler “greet, meet and eat” strategies that work in broker/dealers don’t align with a business model where fiduciary responsibilities, rather… Read more »

A Baker’s Dozen Reasons Why Asset Managers and Advisors Should Do Inbound Marketing

Inbound marketing seeks to help investors find you through informative blogs, eBooks, email marketing, infographics, and other content. Here are 13 inbound marketing stats that show why inbound marketing is an effective low-cost marketing tool for generating leads - and raising capital: 1. Most business buyers (93%) used Google search (or Bing or Crosby or... Read more »