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
I was on a strategy call with a multi-advisor RIA in the Midwest when the managing partner said something that stuck with me: “We keep getting referrals, but prospects still Google us before they respond.
A few months back, I was on a strategy call with a multi-advisor RIA in the Midwest. Strong planning process. Loyal clients. Solid AUM. But growth had stalled. When we looked at their pipeline, the
While on a strategy call with an advisory firm, I noticed something that happens almost every time. We’re reviewing pipeline numbers. Traffic is steady. Maybe even growing. But consultation requests are flat. Or organic rankings
I was recently reviewing some advisory firm websites, and I noticed a consistent pattern. The firm itself is strong. Solid client base. Experienced advisors. Clean compliance record. Years, sometimes decades, of experience serving families or
I was on a strategy call with a $400M RIA based in the Midwest. Solid firm. Strong client retention. Good reputation locally. But their website? It was polite. Informative. Clean. And completely passive. When I
I was on a working session with a well-established advisory firm, strong AUM, great reputation, and loyal clients. Toward the end of the call, one of the partners said, “We get traffic to the site,
When I was reviewing a paid ad campaign with a multi-advisor RIA that couldn’t figure out why the results felt underwhelming. The ads were decent. Targeting was solid. Traffic was coming in. The problem wasn’t
I was on a call with a founder of a fee-only RIA who sounded exhausted, but not because the firm was struggling. They were growing… kind of. Referrals were still coming in, a few COI
I met with a wealth management firm that had just invested heavily in a new website redesign. Beautiful site. Clean layout. All the right messaging about their comprehensive approach to financial planning. But when I
