What Is Long-Form Content and Why Do You Need It in 2022?
In the age of the internet, we are inundated with content. Whether we're scrolling through LinkedIn, checking our Twitter feed, or reading our favorite blog, we are constantly consuming small pieces of information. And while there is certainly a time
Virtual or IRL, How to Create Community with Conversation Circles
Something that might surprise you. The most successful financial advisors know how to create and nurture communities – communities of clients and potential clients. When many individuals think of working with a financial advisor, they think of working one-on-one—not super
5 Cybersecurity Precautions to Improve Your Digital Safety
As humans, the urge to protect ourselves is built into our DNA. Just like our early ancestors carried spears and shields to keep themselves safe from predatory animals, we wear seatbelts, install home security systems, and keep mace handy when
How to Boost Digital Engagement and Why It Matters
By now, it's widely accepted that financial advisors and RIA firms should have an active digital presence. From building brand awareness to showcasing your services to prospective clients, the internet is an invaluable tool. However, there's another layer to the digital
Why Financial Advisory Firms Need to Embrace Corporate Social Responsibility
Black History Month in February; Women's History Month, here and now, in March. If you've spent any time recently on major social media platforms, you've almost certainly seen an abundance of companies of all shapes and sizes recognize and reflect
The Effect of Digital Acceleration on Financial Advisors
The world is different than it was two years ago. We recognize people by the top halves of their faces. We work from our couches. We bump elbows instead of shaking hands. And we spend more time online. Pre-pandemic, did you
Trends Come and Go, Clients Shouldn’t
By now, we're probably all sick of hearing the word unprecedented. However, once again, the word is the best way to describe how many of us are feeling about entering the third year of life in a global pandemic. The world
Financial Advisors Speak: Why Tone Matters
When you think of building a brand around your financial advisory firm, what comes to mind? A logo? A color scheme? Specific imagery? We are visual creatures by nature, and as such, our minds tend to jump to what we
Marketing Trends Financial Advisors Should Watch in 2022
In normal times, we refer to the market in terms of a roller coaster, but over the past couple of years, the marketing industry has mimicked the markets, suddenly jerking off course as soon as riders get comfortable. The pandemic
Client Interactions Matter: They’re More Than the Annual Meeting
Picture this. You’re running a bit late to work, forgot your lunch on the kitchen counter, stepped in gum when you were getting in the car, and now there’s a line at the local café, but you need your coffee