Book Review: 5 Stars for Ascendant Advisor

Book Review: 5 stars for The Ascendant Advisor, an actionable Content Marketing playbook for Wealth Reprint of Linkedin article by Brendan Kenalty 5 stars for The Ascendant Advisor. A light, but extremely actionable Content Marketing playbook for Wealth Advisors. Rating = ★★★★★ for The Ascendent Advisor Over the summer, I read a terrific new book…

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10 PodCast Episodes to Help Advisors

10 Podcast Episodes to help Advisors Increase Impact of their Client Communications Updated: Jul 27 Staying up-to-date on the latest trends is both challenging and essential for financial advisors. A growing number of podcasts are targeting advisors and helping them to stay current on a wide range of practice management and advisor-client relationship topics, while learning…

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Why Experts Voted Email Best Advisor Growth Tool

3 Reasons Experts Voted Email #1 Advisor Growth Tool for 2021 Updated: Mar 31 The experts have voted. Email is #1 tool for Advisor revenue growth in 2021. In December 2020 WealthManagement.com surveyed 36 marketing leaders to ask what their top “must-do’s” were for Advisor revenue growth in 2021. Email (90%) and Marketing Automation (86%) topped…

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