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Do you know how to interpret your email marketing results? If not, you’re not alone. Forty-nine percent of small business owners say they aren’t sure where to start when interpreting marketing data, and another 40 percent say they don’t have enough time. But taking...
Are business cards still relevant in 2017? It depends on whom you ask. Some say business cards are no longer necessary, thanks to a variety of digital alternatives. But if exchanging information digitally is so easy, why are we still hanging on to these little pieces...
Welcome to the information age where new technologies are being introduced on a regular basis. For financial advisors the most obvious sign of this is the robo-advisor. Companies like Betterment and Wealthfront are investing millions of dollars to market their...
Most financial advisors do not have the revenue or staff to manage all of the systems, compliance and technology it takes to be successful. Dynamic Wealth Advisors (DWA) knows this all too well and has decided to do something about it. DWA helps advisors handle...
The Department of Labor (DOL) implemented a new Fiduciary Rule that’s making waves within the financial community. On June 9th, 2017 the DOL expanded the “investment advice fiduciary” definition under the Employee Retirement Income Security Act of 1974 (ERISA). The...
"How do I stay relevant to my potential clients and prioritize who I should be following up with next?” That’s a question successful financial advisors ask themselves on a regular basis. Market knowledge, specific areas of expertise, communication style -- many...
These days, personalization isn’t an option, it’s a marketing necessity. If your email content isn’t tailored to the wants, needs, and interests of your audience, you’re going to get lost in the shuffle. Bonus Content: Get a copy of our Marketing Survival Kit. Get...
We send a lot of emails on behalf of our customers … 102,500,000 last year to be exact. We’ve found that there’s a symbiotic relationship between email subject lines, open rates and increased sales. Email opens are key to gaining more business and carefully crafted...
Looking to do more business in the upcoming year? Then let this social media guide be your starting point. Joining social media networks has never been the challenge; finding the right direction to take once you’re there is where many business owners get hung up. Let...
Regardless of the industry they're in, most business owners struggle to balance online marketing with the slew of other responsibilities that fall on their plates. When it comes to marketing for financial advisors, there’s an added layer of complication due to the...
If you’re feeling overwhelmed by the rules of compliance for financial advisors, you’re not alone. The good news? With a little careful navigating, you can stay in line with industry regulations and market your services in a way that gets more business in your doors....
If you own a business, online reviews come with the territory. What’s unfortunate is that no matter how well you handle your business, some of those reviews are going to be negative. And if you thought the bullies were bad back in high school, you haven’t seen...
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