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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AI Powered Email: Wealth Management

The King is back in Wealth Management. Updated: Sep 21, 2020 Social is a hot topic for marketers, but Email is still the hardest working marketing program and about to get its swagger back in Wealth Marketing. Recents surveys* show the 90% of people in US check their personal email everyday, and even Millennials choose email…

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Tech Train Leaving Station for Financial Advisors

Tech Train is Leaving the Station for Financial Advisors All aboard the WealthTech Train. The train is leaving the station for wealth advisors who are looking to boost their AUM in the wake of the COVID crisis. As we recently noted in our white paper “The Wealth Marketing Round Table: Q3 2020 Outlook,” wealthy clients…

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Top 3 AUM Growth Tactics

Report: 3 Must-Do’s for 2020 AUM growth Updated: Aug 17, 2020 As the health, economic and political chaos continue to dominate Wealth client moods and activities for rest of 2020, we asked a few Wealth Marketing experts to share their priorities, tips and best practices around driving client engagement and AUM growth in today’s climate. Below…

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Firms Help Advisors 2X Interactions Winning AUM

The market crisis has caused tremendous turmoil and stress for Clients, Advisors and their Firms, but also opportunity. With so much money in motion the Advisors who are able to quickly and proactively provide more frequent information, updates and advice to their clients are building loyalty, getting referrals and winning AUM. Clients want more interactions…

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Success 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…

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