Artificial Intelligence (AI) has changed how investors find and use information about asset managers and all things financial. This article explains how AI complements—and differs from—Google in search capabilities for investors and asset managers.
Tag: Digital Marketing
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.
Digital Marketing for Wealth Managers: Proven Ways to Bring in More Assets
Today’s financial planning and wealth management sector is highly competitive. With all the options available—and more emerging constantly, including virtual ones—people take time to research firms to ensure they find the right ones for them.
This guide explains the digital marketing tactics wealth managers must master to bring in new clients and revenue.
Tech Tools for Marketing (Part 2)
In the second of the two part series, I discuss additional tools that can automate the production of marketing materials, deliver greater efficiency, transparency and accountability to your sales processes and boost the effectiveness of your inbound marketing initiatives.
The Top 2 Barriers to Success on LinkedIn and Strategies for Overcoming Them
Phaedra Perkins lays out the top 2 barriers to success on LinkedIn and strategies for overcoming them for asset management and investment firms. She also threw in a little lagniappe (Cajun for “a little something extra”) about #SEO!
Asset Managers Agree, Brand and Reputation are Critical Factors in Growth
Part 3 of a 3-part series focuses on reputation and branding to help boutique asset managers increase their visibility and authority so their story gets heard.. This article was summarized from our recent webinar, in collaboration with UMB Fund Services, “Pandemic, Strategic Plans and Growth” which shares actionable insights from industry leaders going all-in on growth in 2022.
Breaking Through the Wall: A Cold Email Strategy that Actually Worked
Normally this financial advisor trashes product-and-performance-pushing cold emails, but he acted on this one because it demonstrates the wholesaler’s willingness to spend time to research both the firm and his background.
Webinar Replay: Dan Sondhelm Presented at 3PM Webinar on Growth
Dan Sondhelm presented at the Third Party Marketers (3PM) webinar “How to Strengthen your 2021 Growth Strategy in Spite of Covid-19.” Watch the replay.
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?
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