Posts by Brendan Kenalty
Covid 19 Best Practice: How Firms 2X Client Engagement
COVID-19 Best Practice : How firms 2X Client Engagement The COVID-19 crisis has caused tremendous turmoil and stress for Clients, but also for their Advisors who’ve been swamped with requests for more frequent information, updates and advice. Money is in motion, and Advisors know they need to quickly increase the quality & frequency of interactions…
Read MoreClient Engagement Savings: Give Advisors 5 Hours per Week
Client Engagement Savings : Give Advisors 5 hrs a week Updated: Jun 4, 2020 Covid-19 has put a lot of Money in Motion. Help your Advisors free up the time to take advantage of this opportunity to build new relationships, showcase their knowledge and win new clients. Give your advisors +200 hrs a year for Client…
Read MoreTurning Crisis Into Opportunity with Advisor Communication
Video : How Advisors turn Crisis into Opportunity (6 Tips from McKinsey Wealth) Updated: May 27, 2020 Thanks to Randy Bullard (VP @ Charles River, a State Street Company), for his great LinkedIn post last week. It again highlighted to me that throughout history, a crisis like Covid-19 puts Money in Motion. While some Financial Advisors…
Read MoreSuccess Story: 7x Advisor Activation Drives Growth
Success Video : 7X Advisor Activation drives AUM growth Updated: May 27, 2020 Covid-19 has put Money is in Motion. The result is AUM growth opportunity for firms who scale each Advisor’s activity to engage, reassure & demonstrate value to each of their clients. Leading firms are embracing our new technology to quickly 7X Advisor activity…
Read MoreAI in Wealth: Content Recommendations
Content Recommendations grow AUM Updated: May 25, 2020 Artificial Intelligence (AI), has become one of the hottest buzz words in many industries. Using AI to recommend content or products that customers are more likely to buy is a very practical and common application for driving compelling Sales results in many business. Given today’s need for Advisors…
Read MoreAI Content Distribution as a Growth Tool
Video : How AI powered Content Distribution is Next Generation growth tool for Wealth Management Updated: May 9, 2020 The 24/7 digital world has changed your Client’s expectations around communication and proactive outreach. The firms doing the best job leveraging modern 3rd Generation Marketing technology like Data Analytics, AI and Automation are helping their advisors take…
Read MoreCrisis Messaging Best Practice
Edwards Jones Example – Crisis Messaging Best Practice Updated: May 27, 2020 We wanted to share Edwards Jones notice as terrific example of effective messaging to clients during this Covid19 crisis. The messaging crafted for their home page notice is bang on the advice & guidance experts like Jim Speros have shared with us. Show you…
Read MoreEvolving Advisor Digital Marketing
Evolve your Advisor Digital Marketing : Help 90% who can’t do DIY Updated: May 2, 2020 If you are like most Wealth Management firms, the top 10% of your Advisors are rockstars who follow every best practice, use every tool and program you provide, and have embraced Digital Marketing to grow their business. Now let’s talk…
Read MoreWealth Management Through A Crisis
The King is back in Wealth Management. Sharing our Learning’s – Wealth Marketing through a Crisis Updated: May 2, 2020 Our Sales & Marketing team is in the fortunate position of spending most of our time talking to, and learning from some of smartest Marketing and Sales leaders in Wealth Management industry. In a small effort…
Read MoreMarketing Through A Crisis
Marketing through Crisis : 3 tips to quickly reach, calm and help your Clients Updated: May 2, 2020 We hope you are staying safe and productive during these challenging times. To help you build your marketing plan for next few months, we wanted to share some advice and Wealth Management marketing best practices from Jim Speros,…
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