Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
To Refresh Your Brand, Be 'Personal First'
By Janet LevauxPersonal brands are "an important point of entry for getting new business," marketer April Rudin argues.
February 13, 2024
8 Ways to Talk Tech (or Anything New) With Skeptical ClientsIt may require baby steps for clients to see emerging opportunities, but the efforts are often worth it.
February 07, 2024
Advisors Tap Into Personalized Content Marketing, With AI Help: StudyNext-generation technology can contribute to meeting clients' high-touch expectations, Broadridge research found.
February 02, 2024
Want to Refresh Your Website? First, Lose the YachtsWealthy investors are seeking authentic advisors who don't use cookie-cutter messages and images, says April Rudin.
January 25, 2024
10 Top Marketing Tips for Advisors in 2024Snappy Kraken analyzed 250 million data points to find out what really works.
January 24, 2024
90% of Advisors Say They'd Ditch a Firm With Subpar Tech: StudyNearly half said they had already done so, according to a survey from Advisor360°.
January 16, 2024
10 Reasons to Be an Early AdopterLearning new business skills keeps you out of the fossil collection and boosts your appeal to clients and prospects.
January 12, 2024
FINRA Sees Spike in 'Investment Group' Frauds on Social MediaBad actors are posing as RIAs online and pitching investments though encrypted group chats, the organization warns.