by Christopher Wendt | Aug 3, 2019
Last week, I was having a lunch meeting with a financial advisor friend of mine and the topic eventually turned to the topic of digital marketing. I was excited because I am passionate about digital marketing and I thought it would open up new opportunity for his...
by Christopher Wendt | Jul 25, 2019
Not too long ago, I was on the phone with a prospect of mine who owns a financial advisory and wealth management firm in the southern part of the United States. He actually became a lead thanks to my own content marketing efforts – he read an article I wrote in...
by Christopher Wendt | Jul 19, 2019
In my ten years of experience generating predictable leads for independent financial advisory firms, it’s safe to say that I’ve seen a lot of marketing techniques evolve enormously over that time. One of the biggest ones is also, in a lot of ways, the one...
by Christopher Wendt | Jul 13, 2019
As someone who got into the business of generating predictable leads for independent financial advisory firms over a decade ago, it’s safe to say that my job is changing on a regular basis. The industry “best practices” of today could be woefully...
by Christopher Wendt | Jun 20, 2019
According to a Forbes’s article on the importance of search, about 93% of all online interactions between a consumer and a brand still begin “the old fashioned way” – with a search engine. But more than that, about 70% of the links that search...
by Christopher Wendt | Dec 5, 2018
Last week, I wrote another article for Advisor Perspectives. In this article, we dive deep into a case study for one of our financial firms, Financial Synergies. 70% of FINSYN’s leads come through their website. We examine the specifics of how they get this...