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Nerd's Eye View
FEBRUARY 6, 2023
This month's edition kicks off with the news that the “financial monitoring software” platform Elements has raised $5 million in a seed-extension funding round as it seeks to establish a foothold in the rapidly growing AdvisorTech category of “advice engagement” tools designed to draw clients further into the ongoing (not just (..)
Nerd's Eye View
JULY 25, 2022
Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.
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Midstream Marketing
DECEMBER 10, 2024
Share important articles, industry news, and useful tips on financial planning. Always follow the rules for sharing financial information on social media. You can include polls and offer downloadable materials as well. This is why video marketing works well for financial advisors. Follow a regular posting schedule.
Indigo Marketing Agency
AUGUST 22, 2024
To utilize this client retention strategy, go beyond mere financial advice by listening actively, showing empathy, and asking about client concerns, aspirations, and feedback. Host quarterly webinars where clients learn more about your firm, ask financial questions, and get real-time answers.
eMoney Advisor
FEBRUARY 8, 2023
Offering niche financial advice allows you to deliver as much value as possible to meet particular client needs. As a niche financial professional, you want your clients to know that you can customize their plan to meet their unique circumstances. Financial planning is a helping profession.
Midstream Marketing
MARCH 8, 2023
What is funny is if you put the following question to ChatGPT “Are you going to replace financial advisors?” They can also help clients navigate complex financial decisions and provide emotional support during times of financial stress. Plus there is a whole host of advice that is not even curated by ChatGPT.
Midstream Marketing
AUGUST 14, 2024
This can attract clients who are looking for financial advice. Share helpful information about financial advisor services. It also helps you appear as a trusted expert in financial advice. Implementing Targeted Google Ads Campaigns Google Ads is a good way for financial advisors to find new clients.
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