Using Lists in Your Content
It likely comes as no surprise to learn that content marketing in the digital age is highly competitive. This is partly due to the high saturation of digital content available and partly because audiences these days have short attention spans
How to Create Video Content that Drives Leads
As a financial advisor, you focus on providing solid advice to your clients. After all, your clients are the foundation of your business. While your financial skills are critical, though, without a sound marketing strategy to effectively drive more traffic
How to Support the Strategic Vision of Your Financial Advisory Firm
You've built your business from the ground up. You've worked hard, put in the time, and fostered a strategic vision. And now, maybe you find yourself stuck in something of a rut. After all, it's one thing to have lofty
How Advisors Are Becoming Mission-Driven and Value Led in 2021
Last year, as social justice movements gained momentum and marches were underway, many businesses found themselves in an uncomfortable position. They were either afraid of what to say, worried that they might utter the wrong thing, or else recognized that
The “S” Word: Why Fiduciary Financial Advisors Need to Embrace the Concept of Sales
It’s no secret that historically, investment advisors were seen as salespeople, with the commission-based model almost always putting the best interest of the client second. Over time, the financial services industry offered better options for financial planners and registered investment
Identify and Harness the Passion of Fifty-Somethings
In this guest article for Rethinking65, Beyond AUM co-founder Gretchen Halpin explains how the forgotten Generation X can play an important role when it comes to minimizing risk in your client base.
Make Data the Top Driver of Your Marketing Strategy
In this guest article for Advisor Perspectives, Beyond AUM co-founder Gretchen Halpin explains why data should be the top driver of your advisory firm's digital marketing strategy.
The Six Trends Transforming Email Marketing
When it comes to marketing, financial advisors generally should adopt an extremely effective and cost-saving marketing strategy to give their advisory businesses the boost they need: email marketing. In this guest article for Advisor Perspectives, Beyond AUM co-founder Gretchen Halpin
How Financial Advisors Can Achieve Personalization at Scale
Lifelong client relationships are the lifeblood of the financial advisory industry. As advisors, you often emphasize expertise in a specific demographic of client, and important words like differentiation, segmentation, and personalization are continually talked about in terms of how you
Financial Advisors Need to Get Interactive to Grow
It’s no secret that financial advisors are concentrating on the growth of their practices. But, for a business to thrive in the digital era, it is crucial to keep up with the latest marketing trends, meaning that the path to