As someone who has been an active part of the world of digital marketing and wealth management and financial planning for the last decade and a half, it’s easy to see why staying current on
Last week, I was having a lunch meeting with a financial advisor friend of mine and the talk eventually turned to the topic of digital marketing. I was excited because I am passionate about digital
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
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
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
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
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
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
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.
