From Wealth Management
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Summary: Gordon “Gordy” Abel from Dynasty Financial Partners offers perspectives on why marketing matters, how to create and leverage a brand, the key aspects of an effective value proposition and more.
From Wealth Management
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Summary: Advisory firms grew 5.7% last year, according to a new study by The Ensemble Practice. It’s a wakeup call for firms to make marketing a vital function.
From Wealth Management
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Summary: Some 64% of advisory firms have no plans to develop or use client-facing artificial intelligence, yet 46% said it was a chief compliance concern, according to the ACA Group's latest survey.
From InvestmentNews
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Summary: We are all going to age and, one day, will need to transition out of our profession. This shift can either be smooth and uneventful to our clients, or it can be jarring and unnerving, causing clients to lose confidence and seek out a new advisor.
From FA Magazine
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Summary: The biggest challenge when you’re considering any trend, even those in marketing, is predicting which ones will really pay off and which ones are fads. The same goes for trends in the financial advisory space. By tapping into a useful marketing trend, you can get an edge over your competitors and open the door to new strategies for growing your business, brand, and reputation.
