How to Create an Effective Digital Marketing Plan as a Financial Advisor
Devising a digital marketing plan in advance can keep your budget on track and improve your results. Below, we break down the steps you need as a financial advisor to come up with an effective online strategy. Defining Your Target Audience as a Financial Advisor Defining your target audience allows you to refine your message […]
Digital Marketing Strategies for Financial Advisors
Financial advisors can use digital marketing strategies to reach new prospects and strengthen current relationships with clients–but not enough advisors take advantage of it. It can be difficult to know when, how, what, and where to post. Digital marketing primarily consists of creating certain types of content and then using online tools to deliver it. […]
Five Digital Marketing Trends Financial Advisors Can Use to Grow Their Businesses
Financial advisors can use digital marketing to grow their businesses. But in the fast-paced world of technology, tactics that worked just a few years ago may not be as effective today. Below, we cover the five top trends financial advisors can use to grow their businesses in 2022 and beyond. Segmented Email Campaigns for Financial […]
Digital Marketing for Financial Advisors
Digital marketing is using internet technologies to promote your business. These technologies include hardware, such as computers and cell phones, as well as software such as digital platforms, apps, and website templates. Digital marketing also encompasses online tactics such as email marketing, ad campaigns, and search engine optimization (SEO). But how does all of this […]
Women in Finance: Meet Laura Kimble
Today, we’re highlighting Laura Kimble, Vice President of Product and Machine Learning at TIFIN Content. Laura joined the team in 2020 to help build and continually improve the AI-powered platform. TIFIN Content: Laura, can you share a bit about yourself and your family? Laura: I live in Denver, CO with my husband and fluffy Samoyed […]
Women in Finance: Meet Jamie Fairbanks
In honor of Women’s History Month, we are highlighting some of the amazing women that we work with as well as members of our team here at Clout. Today, we’re highlighting Jamie Fairbanks, Director of Advisor Success at TIFIN Clout. Read on to get to know our incredible advisor success leader. Clout: Jamie, can you […]
[Case Study] Targeting with Precision: My Personal CFO and TIFIN Content
Nathan Brown, CFP®, ChFC®, RICP® from My Personal CFO, a full-service financial firm committed to helping individuals and business owners, leveraged TIFIN Content to increase awareness and generate demand for his services. Brown turned to TIFIN Content to deliver personalized emails to target audiences and promote his webinars, leading to almost 200 attendees, over 50 […]
How Financial Advisors Can Incorporate Video Into Their Marketing Strategy
Financial advisors need to tailor their marketing strategy to meet prospects on the platforms that they utilize and the medium that they prefer. With consumer video consumption ever increasing, marketing videos will become more of a mainstay for financial advisors. Wyzowl reports that the number of businesses using video as a marketing tool has increased […]
Top 10 Marketing Trends for Financial Advisors In 2023
With the marketing landscape always changing, businesses will need to adapt their marketing strategies. Moving forward, financial advisors will face unique and new challenges when trying to connect with clients and reach more prospects. Keeping this in mind, we cover the top ten marketing trends that financial advisors can use to grow their businesses in […]
15 Ways for Advisors to Increase Engagement on Social Media
Social media engagement is a way to measure likes, comments, and shares on your posts. It’s important because it creates a stronger relationship between you and your customers. It also increases your visibility, since social media platforms favor businesses with more engagement. Both of these factors can lead to additional sales through upselling, repeat business, […]