Blog Articles

Don't miss out! Live Chat with Bob Veres As a financial advisor, you’re focused on helping clients manage their money. So how do you find the time to define what your digital marketing strategy should be?

Content is still king. In an ever-changing online world, offering digital assets is “Business 101”. This complimentary whitepaper was created to help professionals in the financial industry understand how to generate value for clients with digital content.

We are excited to announce the launch of our new blog series: Tips & Tricks for Writing a Blog as a Financial Advisor.

Financial advisors have a need to connect with high net worth potential clients, and email marketing can be a non-intrusive and effective way to do just that. This article is chalk full of (what should be) mandatory email marketing advice for financial advisors.

How to turn web traffic into referrals. That is the big question faced today for many financial advisors as they take their businesses online. This process used to answer this question is called 'inbound marketing.' The general overview goal of strategic inbound marketing is to ...

As more financial professionals get up to speed on social media, I’ve noticed that they sometimes forget that tried-and-true email is still a great way to connect with clients and prospects. Utilizing both email and social within your digital marketing (and even tying campaigns ...

It’s nice to know that even in this age of technology, in person still matters.

Email is quickly becoming second choice for companies who wish to reach their target audience. Since most people get hundreds of emails each day, this form of communication no longer stands out to your clientele. In addition, emails can be deleted or detected as “spam” by an ...

Some very interesting stats and facts courtesy of Baydin, which makes the email plugin Boomerang.