Insights

Financial Advisor Prospecting - Midstream Marketing
Financial advisor marketing insights
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
Top Financial Advisor Web Design Examples that Attract & Convert
Financial advisor marketing insights
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
finsyn-traffic2
Financial advisor marketing insights
Problem: Buried in the Search Results and New to Digital Marketing Four years ago, Financial Synergies wanted to diversify their sources of leads by entering the digital marketing arena. At that time in 2015, they
How to Get 70% of New Clients through Your Financial Advisor Website
Financial advisor marketing insights
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.
Branding statement: Branding for financial advisors
Financial advisor marketing insights
Do you feel as if your current website branding fails to communicate the unique advantage and talents that your financial firms offers? Are you having a hard time standing out from all of the competition?
Why is Content Mapping important for Financial Advisors?
Financial advisor marketing insights
Creating and developing a stellar content marketing plan is arguably one of the most important elements of any digital marketing strategy. You need to make sure that you deliver great content at the right time
Find your voice amidst the competition.
Financial advisor marketing insights
One of the very first things we do with every new digital marketing client here at Midstream Marketing is to help them to find their voice amongst the sea of competition that they may be
Why should you start using email segementation today?
Financial advisor marketing insights
Why is it so important to segment your email list? Because your prospects and clients are not all the same, you will want to target your emails to them based on what they are interested
How Will the Supreme Court’s Internet Sales Tax Ruling Impact the Online Retail Market?
Financial advisor marketing insights
On June 21st, 2018, the US Supreme Court issued a ruling in the South Dakota v Wayfair case. Basically, to sum up this sales tax ruling, the state of South Dakota can now require online