Blog Articles

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.

Our blogger this week is Tadas Viskanta. Tadas Viskanta is the Founder and Editor of Abnormal Returns, the co-author of over a dozen articles in publications such as the Financial Analysts Journal, Journal of Portfolio Management, and the author of the book, Abnormal Returns: ...

Consumer behavior is dynamic and will continue to change as technology progresses.  According to Nielson Digital Consumer Report, the average American spends 60 hours a week consuming content across any number of digital devices.  This, along with the fact that 9 out of 10 ...

Consumer behaviour is changing.

You’re a financial advisor. Have you given much thought to how powerful your online presence is and why should you care?  Put yourself in your prospect’s shoes.  What will they do first to screen you for the right “fit”?  You guessed it: They look at your digital footprint.

By now we should all know how important an email list is. Despite all the new fangled ways to communicate and keep in touch, the simple, mild-mannered email still continues to dominate the field. It's stickier than social media and more precise than a blog post.

Social Media Integration

I thought it would be of great value to share with you a template for a website referral letter I have seen used by financial advisors in the past, resulting in highly positive feedback. You may want to use this letter if you've never done any official communication since the ...

The team at Advisor Websites has done it again. This time for Warren Blatt, president of WDB and Associates, an independent financial advisory team based in Toronto. For all of you that are wondering how customized financial advisor websites can get, take 5 minutes to check out ...