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Summary: Speaking as someone who has spent hundreds of hours helping financial advisors generate reliable, qualified leads over the years, I understand first-hand what an important goal this is for many people. I also understand that there’s no “one right way” in which to do it—every business is unique and you need the type of strategy that will play directly into that fact, broadcasting exactly what it is that makes you unique to the widest possible audience.
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Summary: As you layer up before venturing outside in frigid weather, you know it’s the base layer of protection closest to your skin that’s key to staying warm and dry. The same logic applies to managing and protecting your firm’s technology.
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Summary: Look to your right, then to your left. Odds are, you’ll see at least one team hard at work — and for a few good reasons.
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Summary: Registered investment advisors face escalating competition for client assets, and the right strategy will differentiate winners from losers, said Andrew Town, vice president of institutional consulting for TD Ameritrade, who spoke during a presentation at the 2020 TD National LINC conference in Orlando.
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Summary: Email reigns supreme in advisors' digital marketing, according to Snappy Kraken. When compared to social media marketing campaigns, emails generate more traffic to advisor websites.
