From Advisor Perspectives
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Summary: Marketing personalization is increasingly easier and popular. Indeed, your prospects and clients expect relevant and personalized content. Apart from being an expectation, personalization is a necessity in order to stand out.
From Financial Planning
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Summary: For more than 20 years, remarkably little research has been done on the costs incurred to obtain clients and the cost-effectiveness of various client acquisition strategies.
From wealthmanagement.com
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Summary: Now you have your own brand to build, your own story to tell, in order to help drive your growth. Now, you have the freedom to speak with the press, to become a valuable resource to the media that reaches your target audience, this way driving your brand to new heights.
From ThinkAdvisor
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Summary: Advisors better move quickly to enhance their cybersecurity policies and operational infrastructures to respond to a report recently issued by the Securities and Exchange Commission’s Office of Compliance and Inspections.
From wealthmanagement.com
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Summary: We recently launched a turn-key video solution for financial advisors called Oechsli Mobile. We always learn a lot from running a new program and one thing we’ve learned in this one is ... nobody likes the way they look on camera. This tends to fade over time, but at first, it’s hard to watch yourself. Remember, this is in your head, not other people’s. Also remember, nobody is great at video at first, but you only get better through volume.
