Four Tips Every Great Zoom Presenter Knows
Each of us has a laundry list of challenges that have been brought on by the pandemic. Add another one to your list: engaging clients virtually. Since virtual meetings and presentations have become the norm, financial advisors have been expected
Digital Decisions: How Clients Find Their Financial Advisors Online
Have you ever wondered how clients find financial advisors online? In her article for WealthManagement, Beyond AUM co-founder Gretchen Halpin explains how advisors can build brand awareness and trust online in order to attract potential investors, engage their target audience,
Technology Offers Opportunities for High-Touch Client Contact
Most of us in the industry can remember the days when offering a secure client portal for uploading documents and viewing account information could be touted as a serious value-add. But today, secure client portals are considered table stakes. In
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.