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.
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.
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
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
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
Let's face it, we all spent a lot, A LOT of time on our screens in 2020. And as many of us continue to work from home, our electronics and our internet continue to be some of our most trustworthy
Think of the word, “marketing” — what images come to mind? Maybe your mind gravitates toward a print advertisement, or a billboard, or a television commercial. Perhaps you’re thinking of the promotional image you just scrolled past on your Instagram feed.
Correctly implementing a strategic marketing funnel can be the difference between wasting time and money on leads with low or nonexistent follow-through, versus nurturing legitimate leads through the buying process and turning them into steadfast clients. In this Advisor Perspectives