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Why FAs Are Pouring Money into Websites But Not Getting Leads

Added on February 2024 in Thought Leadership
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Summary: More than 60% of advisors think their website is ineffective at generating leads, according to a recent Broadridge report. An incomplete marketing strategy may be the reason, consultants say.

 

The regulations, technology and trends that will drive advisory success in 2024

Added on February 2024 in Manage Your Practice
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Summary: After the economic tumult of 2023, financial advisors are eager to move through 2024 as prepared as possible, ready to address any new challenge that may arise and to seize new opportunities that could drive business success. 

WMIQ: Navigating the Current RIA M&A Market

Added on February 2024 in M&A Issues
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Summary: Despite a decline in M&A activity in 2023, 77% of wealth management firms expect to do a deal by the end of this year, according to a MarshBerry and WMIQ survey.

 
 

Customer-Centricity: Bringing the Organization Together

Added on February 2024 in Thought Leadership
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Summary: I’ve written about the benefits of a customer-centric culture. They are plentiful! One of the benefits that should be added to that article is the fact that this type of culture truly brings the organization together. That shouldn’t be unique to a customer-centric culture; whatever type of culture you design should do the same, except…

Webinars a Triple Bottom Line Win

Added on February 2024 in Manage Your Practice
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Summary: Digital events are more environmentally friendly than in person ones, but did you know that studies show that marketing webinars generate as much as five times more qualified leads than the same budget spent on marketing seminars?

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