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Salesforce vs Infusionsoft: Which CRM is right for your business?

Today’s digital marketing and marketing technology landscape calls for systems that help simplify the sales process and fine-tune the sales funnel. This is where Customer Relationship Management or CRM comes in. A CRM system helps businesses increase profitability by managing customer and prospect information and data from different integrated platforms.

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Fractional CMO vs. In-house CMO Infographic

In order to expand your customer base and increase your financial advisory firm’s revenue, you need to invest in marketing. But bringing on a full-time marketing executive might not be the most beneficial option. With the rise of remote and freelance workers in the U.S., many small businesses are outsourcing

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2022 Marketing Trends for Financial Advisors

The coming decade is sure to be one of the most exciting yet thanks to the rapid developments in technology, automation and Artificial Intelligence. Though we can’t yet see the full scope of what this next decade will bring in the world of finance marketing, we do know which marketing

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How Financial Advisors Should Be Using Social Media in 2022

Social media is no longer an optional marketing tactic for financial advisors. According to a survey conducted by Putnam Investments, 84 percent of financial advisors use social media for business purposes, and of that number, 91 percent have gained new clients through social media. On average, they have seen an

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9 Ways to Improve Email Conversion Rates (PDF)

Most professionals spend a good chunk of the day in their inbox, which means it’s a great place for your business to be. That being said, the average office worker receives 121 emails every day, but only opens 16 percent of them. And of the opened emails, the average click-through

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The Power of Marketing for Financial Advisors

Financial advisors have historically relied on word of mouth, referrals and minimal outbound marketing tactics to expand their client base and increase their book of business. However, inbound and content marketing can be incredibly effective tools for financial advisors. With a little help, you can see incredible returns on your

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