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A Primer on Email-Marketing Automation

Added on July 2020 in Manage Your Practice
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Summary: Email marketing has been around for decades, but it’s far from dead. Not only is it still going strong, but it is more effective than ever. As technology continues to advance, email-marketing strategies can become more personalized and effective.

12 Lessons It Pays for Advisors to Remember

Added on June 2020 in Manage Your Practice
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Summary: Every so often, there’s a temptation to feel the business has changed. The old rules don’t apply. Around the time of the dot-com bubble, people thought: “It’s a new economy. Earnings don’t matter anymore.” Then came the dot-com crash. We learned the old rules still apply.

Sanduski: A 5-Step Process To Improve Your Digital Marketing

Added on June 2020 in Manage Your Practice
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Summary: The Covid-19 pandemic has forced financial advisors to shift the way you market your services. In person marketing and networking is severely restricted for the near future and if you want to succeed in this new world, you have to adapt to the new virtual reality.

Fidelity research shows COVID-19 steering advisers toward technology

Added on June 2020 in Manage Your Practice
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Summary: Financial advisers temporarily pulled back from client prospecting in the immediate wake of the COVID-19 pandemic, but as businesses start to reopen, the advice industry appears to be discovering a new path toward new business.

 

Getting creative with client events in challenging times

Added on June 2020 in Manage Your Practice
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Summary:  Our newly independent practice turned the challenging shift to virtual events into charity for a good cause, a great time together with existing and prospective clients preparing delicious food from one of our favorite local restaurants.

 

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