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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5 Steps to Social Media Success for Financial Advisors

When it comes to finding ways to increase client engagement and growth, financial advisors don’t need more tools – we need to help them find easier ways to use the tools they have more effectively. Social media is a great example of this. “What we have today is so under-utilized. CRM and the other sources…

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The Future of Advice is Female

Meeting the Evolving Needs of Female HNW Investors Women are a growing economic force in the world, controlling one-third of all wealth. Yet many wealth management firms and the industry as a whole continue to misunderstand the needs of women investors leaving them underserved. In this article, we will review some of the research on…

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Advisors Who Send More Emails To Clients Get More Engagement.

Engaging Financial Advisors The frequency of advisor-client communications is rising – and this is good news. New data analysis shows that increasing the frequency of emails sent by advisors actually increases the clients’ open-rate of those messages by almost 20 percent. ReachStack compiled and analyzed the data from our platform going back over the past…

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Winning Advisors Embrace 3 New Communication Habits

Winning Advisors Embrace 3 New Client Communication Habits The widespread adoption of the internet, mobile phones and social media has drastically changed communication habits for people of all ages. This evolution is having a growing impact on Client’s expectations for type and frequency of interactions with their Wealth Advisors and Financial Planners. Today’s winning advisors…

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Three Studies Showing Clients Want More Communication

Research: 3 Studies show Clients want more communication from their Advisor Updated: Mar 31 Given the connected, information hungry nature of people of all ages now, we’ve pulled together some rather shocking research on state of Advisor Client communication in 2020: 64% of Clients hear from their Advisor less then 4x a year 50% of Clients…

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Video: 3 Truths of Modern Client Communication

In Episode #2 of our Feedback from the Field series, we share input from Wealth Management leaders on the Client Communication Revolution, and how Advisors need more help to react. Our CMO Brendan Kenalty shares learnings from conversations with Wealth Management marketing and practice management leaders over last 12 months. Spoiler Alert : Clients have…

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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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