The 3 Main Tips for Hiring a Digital Marketing Agency That is Right for You.
A great digital marketing agency can take your company to the next level and grow your business exponentially. They will work closely with you, helping
Christopher Wendt
January 3, 2018
4 Digital Marketing Trends that Financial Advisors Should Consider for 2018
As we move into the new year, it is important to know where digital marketing is headed for 2018, and which tactics you need to
Christopher Wendt
December 27, 2017
Most financial advisors who go looking for a marketing agency end up in the same place: a discovery call with a generalist agency that has worked with “a few finance clients” and speaks confidently about
As I was browsing my email, I came across this article from one of my clients, which made me think twice about my own retirement. Email remains one of the most powerful digital channels for
Based on my experience, most first-time website visitors are not ready to book a call. They are researching, comparing, or simply trying to understand their problem. For financial advisors and professional service firms, this gap
When I was young, I learned that consistency is key. Consistency is one of the biggest differentiators in advisor marketing. Many firms have strong ideas but struggle with execution. Content gets published in bursts, campaigns
As I was meeting with some advisors and consultants, I realized that for advisors and consultants, trust is not a marketing accessory; it is the foundation of every engagement. Prospects rarely move forward based on
Evergreen content is the backbone of an advisor blog that keeps earning attention over time. Unlike market headlines that age quickly, evergreen posts focus on persistent client questions, the ones people search for when they
A managing partner at an RIA once forwarded two links to a colleague. One was a thoughtful market commentary that their team had written. The other was a public forum where someone asked for a
I was on the phone with a financial advisor yesterday. I realized that most advisory firms do not have a credibility problem; they have a visibility problem in their own backyard. But when we looked
I was recently on a Zoom meeting with a capital raising team. The founder pulled up their campaign dashboard and said, “We are spending money, we are getting clicks, and none of it feels like
