Blog Articles

How to Optimize Your Web Forms for Lead Conversion Your website is the ultimate tool for marketing your business online and using website forms is the ideal way to turn your site visitors into client opportunities. 

We all know the benefits of websites for financial advisors; helps you build trust with potential clients, a way to capture new leads, gives you credibility, provides you with the opportunity to promote your services, and so on.

Roundtable Discussion Recap: Insider Tips for Online Prospecting & client Communication Did you miss our live Roundtable Discussion on The Changing World of Online Prospecting & Client Communication? We’ve got you covered, here's a recap of the event including insider tips from ...

These 3 Website Mistakes Could Be Costing You Clients Introduction  It’s no secret that having a strong online presence is a must in today’s changing world. Your website functions as your virtual business front, lead generation tool, client communication, and is the center of ...

As a financial advisor, you’re most likely excellent with numbers, but communication might not come as easily to you. It’s regularly reported that one of the most common reasons people switch financial advisors is due to poor communication (source: Investopedia).

Over the past 5 years, video has seen a dramatic increase in popularity as a marketing tool. From 2015 to 2020, marketers who report video as an important part of their strategy has increased by 14%. What’s even more impressive is the amount of marketers who report positive ROI ...

A Financial Advisor’s Guide to Online Video Marketing And Why Video Is Essential  Are you watching more online videos now than you did last year? You’re not alone! Statistics show that 71% of people watch more video than they did a year ago. With video becoming more and more ...

Convert More Leads with Video Marketing 22 Statistics That You Should Know!  Video is a tool that can help you stand out from your competition online and convert more leads by creating more engagement content on your website. Your prospects are constantly consuming information ...

Lights. Camera. Action. The thought of video marketing can be a bit overwhelming for financial advisors. Where do you even start?