Marketing can be a tough nut to crack. You know it’s essential to growing your financial advisory business and reaching new, potential clients. But the return on investment (ROI) for marketing activities can be difficult to quantify. Historically, “marketing” for financial advisors
Virtual Certified Financial Planner Derek N.H. Notman, CFP®, shared an interesting post on LinkedIn. With the following graphic, he posed the question, “Fellow financial advisors, what is wrong with this picture?” The post spurred a thoughtful discussion about the role technology
Our Co-Founder Gretchen Halpin was featured in Advisor Perspectives about utilizing customer relationship management (CRM) and how it helps financial advisors capitalize on informational data to manage clients. Read the full article by clicking here.
If you weren’t marketing to prospects digitally before the COVID-19 pandemic, then now is the time to get started. As the number of COVID-19 cases ramps up again, and as more states lockdown ahead of a projected holiday spike, your
If you’re a financial advisor, you already know that women and millennials are two markets that are increasing in both financial power and independence. Yet, for myriad reasons, many advisors have not tapped into or placed enough focus on these
Our Co-Founder Nima Tolooi was featured on Real Expert Advice about his favorite project management tool, Wrike, and how we use it. Learn more about Wrike and why Beyond AUM uses it, by reading the full article here.